← 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
451	WPIC White Pine Investment Company Livonia, Michigan	$4.7M	-$47.4K	1	2.3%	Reduced
452	Glenmede Trust Philadelphia, Pennsylvania	$4.69M	$0	5	0.02%	Maintained
453	PPC Precision Path Capital New York	$4.68M	+$1.89M	1	2.51%	Increased
454	CEP Chicago Equity Partners Chicago, Illinois	$4.66M	-$641K	1	0.15%	Reduced
455	Donaldson Capital Management Evansville, Indiana	$4.64M	+$273K	1	0.46%	Increased
456	LWM Lyell Wealth Management Menlo Park, California	$4.63M	+$117K	1	1.71%	Increased
457	Baker Avenue Asset Management San Francisco, California	$4.6M	+$79.7K	1	0.42%	Increased
458	LMR Partners London, United Kingdom	$4.58M	$0	2	0.47%	Maintained
459	Federated Hermes Pittsburgh, Pennsylvania	$4.55M	-$39.2M	4	0.01%	Reduced
460	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$4.5M	-$376K	3	0.14%	Reduced
461	JCM Jafra Capital Management New York	$4.47M	+$2.52M	1	1.39%	Increased
462	FIM Freedom Investment Management Hartford, Connecticut	$4.45M	+$113K	5	0.23%	Increased
463	WA Wheatland Advisors Lancaster, Pennsylvania	$4.44M	-$107K	1	3.66%	Reduced
464	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$4.41M	-$1.14M	2	0.93%	Reduced
465	Driehaus Capital Management Chicago, Illinois	$4.39M	-$107K	1	0.16%	Reduced
466	CPIM Columbia Partners Investment Management Alexandria, Virginia	$4.35M	-$31.5K	1	0.56%	Reduced
467	IAM ICM Asset Management Spokane, Washington	$4.25M	+$1.25M	1	4.51%	Increased
468	Truist Financial Charlotte, North Carolina	$4.25M	-$96.1K	3	0.08%	Reduced
469	AI ArchPoint Investors Coral Gables, Florida	$4.23M	+$4.06M	1	1.25%	New
470	CCM Carderock Capital Management Chevy Chase, Maryland	$4.23M	-$46.7K	1	1.87%	Reduced
471	SGA Strategic Global Advisors Newport Beach, California	$4.19M	-$430K	1	1.44%	Reduced
472	Kentucky Retirement Systems Frankfort, Kentucky	$4.17M	-$729K	2	0.36%	Reduced
473	OCM Orser Capital Management Southlake, Texas	$4.14M	-$44.3K	2	3.83%	Reduced
474	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$4.09M	+$730K	1	0.32%	Increased
475	AHB Abner Herrman & Brock Jersey City, New Jersey	$4.06M	-$150K	2	0.64%	Reduced