← 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	Tokio Marine Asset Management Tokyo, Japan	$1.9M	$0	1	0.12%	Maintained
427	Churchill Management Los Angeles, California	$1.88M	+$691K	1	0.07%	Increased
428	SIM Sentry Investment Management Stevens Point, Wisconsin	$1.85M	+$171K	2	0.1%	Increased
429	Welch & Forbes Boston, Massachusetts	$1.84M	$0	1	0.06%	Maintained
430	ZIG Zuckerman Investment Group Chicago, Illinois	$1.82M	-$9.05M	1	0.43%	Reduced
431	M&T Bank Buffalo, New York	$1.81M	+$1.04M	3	0.08%	Increased
432	BA Bridgewater Advisors New York	$1.8M	+$1.64M	1	1.85%	New
433	CIS Connors Investor Services Wyomissing, Pennsylvania	$1.79M	-$25.8K	1	0.45%	Reduced
434	MPA Marvin & Palmer Associates Wilmington, Delaware	$1.79M	+$42.8K	1	1.07%	Increased
435	DY Dowling & Yahnke San Diego, California	$1.77M	+$400K	1	0.25%	Increased
436	AW Alpha Windward Westwood, Massachusetts	$1.77M	-$90.1K	3	1.22%	Reduced
437	BFA Beaumont Financial Advisors Needham, Massachusetts	$1.77M	+$693K	1	0.15%	Increased
438	FCCM First City Capital Management Savannah, Georgia	$1.72M	-$124K	2	1.41%	Reduced
439	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$1.7M	$0	2	0.23%	Maintained
440	ECM Estabrook Capital Management New York	$1.7M	$0	2	0.17%	Maintained
441	Cambridge Investment Research Advisors Fairfield, Iowa	$1.7M	-$98.5K	2	0.07%	Reduced
442	Creative Planning Overland Park, Kansas	$1.67M	+$242K	3	0.03%	Increased
443	PVWM Point View Wealth Management Summit, New Jersey	$1.66M	+$1.55M	1	1.57%	New
444	Virtu KCG Holdings New York	$1.6M	-$1.89M	6	0.02%	Reduced
445	Baillie Gifford & Co Edinburgh, United Kingdom	$1.6M	+$134K	1	0%	Increased
446	Twin Tree Management Dallas, Texas	$1.58M	+$730K	1	0.04%	Increased
447	Conning Inc Hartford, Connecticut	$1.58M	-$11.6M	2	0.1%	Reduced
448	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$1.58M	-$337K	1	0.01%	Reduced
449	RA Rational Advisors Huntington, New York	$1.56M	-$2.09M	3	0.13%	Reduced
450	Horizon Kinetics New York	$1.54M	-$25.3K	1	0.02%	Reduced