← 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	Covea Finance Paris, France	$9.93M	+$2M	1	0.45%	Increased
452	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$9.93M	+$10.5M	5	3.28%	Increased
453	Smith Salley Wealth Management Greensboro, North Carolina	$9.93M	-$1.39M	1	0.64%	Reduced
454	Prospera Financial Services Dallas, Texas	$9.92M	+$196K	2	0.23%	Increased
455	NCM Novare Capital Management Charlotte, North Carolina	$9.89M	+$938K	2	0.83%	Increased
456	EI EAM Investors Solana Beach, California	$9.88M	+$5.07M	3	1.4%	Increased
457	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$9.78M	-$10.7K	2	1.65%	Reduced
458	EIM Essex Investment Management Boston, Massachusetts	$9.71M	-$882K	1	1.75%	Reduced
459	TTWM TCV Trust & Wealth Management Richmond, Virginia	$9.7M	+$31.2K	1	0.9%	Increased
460	AP Appleton Partners Boston, Massachusetts	$9.69M	-$528K	1	0.72%	Reduced
461	JWM JGP Wealth Management Bend, Oregon	$9.59M	+$125K	2	1.24%	Increased
462	TIAA Trust, National Association Charlotte, North Carolina	$9.58M	+$178K	4	0.03%	Increased
463	PCM Parsons Capital Management Providence, Rhode Island	$9.39M	+$7.54M	2	0.51%	Increased
464	FineMark National Bank & Trust Fort Myers, Florida	$9.32M	+$26.7K	2	0.33%	Increased
465	Clifford Swan Investment Counsel Pasadena, California	$9.31M	-$4.55K	2	0.33%	Reduced
466	Fjarde Ap-fonden Stockholm, Sweden	$9.3M	+$2.98M	1	0.09%	Increased
467	Graham Capital Management Rowayton, Connecticut	$9.3M	-$2.3M	2	0.14%	Reduced
468	EGI EAM Global Investors Solana Beach, California	$9.29M	+$7.53M	2	1.67%	New
469	KBC Group Brussels, Belgium	$9.04M	+$445K	4	0.02%	Increased
470	Lido Advisors Los Angeles, California	$9.01M	+$87.9K	3	0.04%	Increased
471	HT Headlands Technologies Chicago, Illinois	$8.98M	+$7.69M	4	0.9%	Increased
472	DAC Dividend Assets Capital Ridgeland, South Carolina	$8.97M	-$36.2K	1	1.74%	Reduced
473	CEI Clark Estates Inc New York	$8.95M	-$3.83M	1	1.73%	Reduced
474	IEQ Capital Foster City, California	$8.93M	+$1.2M	2	0.09%	Increased
475	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$8.86M	-$317K	4	0.17%	Reduced