← 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	AMG National Trust Bank Greenwood Village, Colorado	$5.51M	$0	1	0.33%	Maintained
427	RIA RPG Investment Advisory Pleasanton, California	$5.5M	+$5.07M	1	1.15%	Increased
428	RIM Reliant Investment Management Memphis, Tennessee	$5.4M	+$141K	1	3.75%	Increased
429	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$5.36M	+$46	2	0.08%	Increased
430	Pendal Group Sydney, Australia	$5.3M	-$10.9M	2	0.07%	Reduced
431	First Allied Advisory Services San Diego, California	$5.25M	+$271K	3	0.18%	Increased
432	Glenmede Trust Philadelphia, Pennsylvania	$5.18M	+$397K	3	0.02%	Increased
433	Private Advisor Group Morristown, New Jersey	$5.18M	+$1.81M	4	0.11%	Increased
434	RIM Redpoint Investment Management Sydney, NSW, Australia	$5.15M	-$558K	2	0.26%	Reduced
435	PP PagnatoKarp Partners Reston, Virginia	$5.11M	+$474K	1	1.49%	Increased
436	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$5.05M	+$1.01M	2	2.03%	Increased
437	Schroder Investment Management Group London, United Kingdom	$5.01M	+$2.14M	2	0.01%	Increased
438	OCA Otter Creek Advisors Palm Beach Gardens, Florida	$4.98M	+$4.69M	1	1.24%	New
439	UR USCA RIA Houston, Texas	$4.96M	+$2.27M	4	0.5%	Increased
440	RA RiverPark Advisors New York	$4.91M	+$1.28M	1	1.18%	Increased
441	Thompson Siegel & Walmsley Richmond, Virginia	$4.9M	-$86.2K	1	0.06%	Reduced
442	First Merchants Corp Muncie, Indiana	$4.9M	+$32K	1	0.8%	Increased
443	WPIC White Pine Investment Company Livonia, Michigan	$4.9M	-$54.1K	1	2.35%	Reduced
444	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.87M	-$15.2K	1	1.25%	Reduced
445	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.77M	$0	3	0.1%	Maintained
446	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$4.77M	+$11.9K	1	0.49%	Increased
447	IAM ICM Asset Management Spokane, Washington	$4.74M	-$1.2M	1	3.31%	Reduced
448	CC Cipher Capital New York	$4.7M	-$396K	1	0.88%	Reduced
449	RCP Rothschild Capital Partners New York	$4.67M	-$567K	1	2.07%	Reduced
450	CIM Cambria Investment Management Manhattan Beach, California	$4.66M	-$385K	1	0.68%	Reduced