← 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
426	IAM ICM Asset Management Spokane, Washington	$1.48M	-$640K	1	1.59%	Reduced
427	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.45M	+$1.4M	1	0.95%	New
428	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.45M	+$1.4M	1	0.41%	New
429	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.42M	$0	2	0.21%	Maintained
430	ECM Estabrook Capital Management New York	$1.41M	$0	2	0.15%	Maintained
431	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.4M	+$46.5K	2	0.08%	Increased
432	Placemark Investments Chicago, Illinois	$1.39M	+$105K	2	0.03%	Increased
433	SFP Santa Fe Partners Santa Fe, New Mexico	$1.35M	+$1.26M	1	0.26%	New
434	SIG Schooner Investment Group Wayne, Pennsylvania	$1.35M	-$92.4K	1	0.49%	Reduced
435	TA Teton Advisors Rye, New York	$1.34M	+$30.2K	1	0.1%	Increased
436	CCM Connective Capital Management Palo Alto, California	$1.34M	+$574K	1	1.87%	Increased
437	Horizon Kinetics New York	$1.33M	-$55.7K	1	0.02%	Reduced
438	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.3M	-$352K	1	0.87%	Reduced
439	WCM Washington Capital Management Seattle, Washington	$1.29M	-$206K	1	0.34%	Reduced
440	BP Banyan Partners Palm Beach Gardens, Florida	$1.26M	+$1.19M	1	0.11%	New
441	AWCI Alpine Woods Capital Investors Purchase, New York	$1.26M	-$892K	2	0.08%	Reduced
442	MIM Marco Investment Management Atlanta, Georgia	$1.26M	-$32.3K	2	0.29%	Reduced
443	BFIM Beese Fulmer Investment Management Canton, Ohio	$1.23M	$0	2	0.48%	Maintained
444	Huntington National Bank Columbus, Ohio	$1.22M	-$15.5K	3	0.04%	Reduced
445	AAM Aston Asset Management Chicago, Illinois	$1.22M	-$423K	1	0.33%	Reduced
446	Shelton Capital Management Denver, Colorado	$1.22M	$0	2	0.2%	Maintained
447	abrdn Investment Management Edinburgh, United Kingdom	$1.21M	-$38.2K	2	0.01%	Reduced
448	CCC Chelsea Counsel Company Los Angeles, California	$1.21M	+$3.23K	1	0.25%	Increased
449	SIM Spark Investment Management New York	$1.21M	+$1.14M	1	0.28%	New
450	I.G. Investment Management Winnipeg, Manitoba, Canada	$1.2M	+$9.24K	1	0%	Increased