← All themes Defense Modernization

Drones & Counter-Drone

Cheap uncrewed systems have changed how wars are fought, and defending against them has become as urgent as fielding them. Both sides of that exchange are now funded procurement lines.

30 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	WPI Walter Public Investments Westmount, Canada	$19.2M	+$1.28M	1	3.39%	Increased
402	Cullen/Frost Bankers San Antonio, Texas	$19M	-$376K	3	0.21%	Reduced
403	Weiss Asset Management Boston, Massachusetts	$18.9M	+$3.78M	1	0.25%	Increased
404	HWAM Hennion & Walsh Asset Management Parsippany, New Jersey	$18.9M	+$1.35M	6	0.65%	Increased
405	AP Atwood & Palmer Kansas City, Missouri	$18.9M	+$95.7K	3	1.07%	Increased
406	MLL Moody Lynn & Lieberson Boston, Massachusetts	$18.8M	-$2.36M	2	1%	Reduced
407	Johnson Investment Counsel Cincinnati, Ohio	$18.7M	-$972K	2	0.15%	Reduced
408	GAMCO Investors Greenwich, Connecticut	$18.7M	-$735K	3	0.18%	Reduced
409	Pacer Advisors Malvern, Pennsylvania	$18.7M	+$2.9M	5	0.05%	Increased
410	EP Wealth Advisors Torrance, California	$18.7M	+$18.8M	3	0.1%	New
411	Peapack-Gladstone Financial Corp Bedminster, New Jersey	$18.7M	+$179K	4	0.24%	Increased
412	SouthState Corp Winter Haven, Florida	$18.7M	+$372K	3	0.84%	Increased
413	KC Kadensa Capital Central, Hong Kong	$18.6M	-$2.47M	2	1.93%	Reduced
414	NEOS Investment Management Westport, Connecticut	$18.4M	+$2.76M	3	0.11%	Increased
415	Sit Investment Associates Minneapolis, Minnesota	$18.3M	+$3.1M	3	0.36%	Increased
416	MCM Mill Capital Management Concord, North Carolina	$18.2M	+$28.6K	1	1.31%	Increased
417	Granahan Investment Management Waltham, Massachusetts	$18.2M	+$17.1M	3	0.78%	New
418	FMI F/M Investments Washington, District of Columbia	$18.1M	+$2.42M	4	0.69%	Increased
419	RIA RPG Investment Advisory Pleasanton, California	$17.9M	+$438K	3	2.03%	Increased
420	Atlantic Union Bankshares Glen Allen, Virginia	$17.8M	-$64.1K	9	0.33%	Reduced
421	TF Talbot Financial Bellevue, Washington	$17.8M	+$34.8K	1	1.47%	Increased
422	Horizon Investments Charlotte, North Carolina	$17.6M	-$1.06M	4	0.22%	Reduced
423	Burney Company Reston, Virginia	$17.6M	+$375K	2	0.55%	Increased
424	Glenmede Trust Philadelphia, Pennsylvania	$17.5M	+$17.7M	5	0.08%	New
425	SAM Scopus Asset Management New York	$17.4M	+$13.5M	2	0.28%	Increased