← 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
476	ICP Ironvine Capital Partners Omaha, Nebraska	$4.06M	+$1.3M	1	0.98%	Increased
477	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$4.05M	+$1.7M	2	1.85%	Increased
478	EMG Ellington Management Group Old Greenwich, Connecticut	$4.02M	+$3.37M	2	0.29%	Increased
479	Shelton Capital Management Denver, Colorado	$3.99M	-$25.9K	2	0.26%	Reduced
480	Ameritas Investment Partners Lincoln, Nebraska	$3.95M	-$64.2K	5	0.19%	Reduced
481	D.A. Davidson & Co Great Falls, Montana	$3.95M	+$101K	2	0.08%	Increased
482	BUB BBVA USA Bancshares Houston, Texas	$3.94M	-$361K	1	0.25%	Reduced
483	Altshuler Shaham Tel Aviv, Israel	$3.93M	+$229K	1	0.52%	Increased
484	BCM Brookmont Capital Management Dallas, Texas	$3.82M	-$3.01M	1	2.53%	Reduced
485	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.82M	-$350K	2	0.23%	Reduced
486	Envestnet Asset Management Chicago, Illinois	$3.82M	-$5.42M	4	0.01%	Reduced
487	Manning & Napier Group Fairport, New York	$3.81M	-$7.74M	1	0.04%	Reduced
488	Polar Asset Management Partners Toronto, Ontario, Canada	$3.75M	+$4.06M	1	0.06%	New
489	CIC Chase Investment Counsel Charlottesville, Virginia	$3.73M	+$3.53M	1	1.93%	New
490	CPA Capital Planning Advisors Roseville, California	$3.69M	-$112K	1	1.31%	Reduced
491	MMG Monetary Management Group St Louis, Missouri	$3.66M	-$131K	2	1.52%	Reduced
492	CCC Chelsea Counsel Company Los Angeles, California	$3.62M	-$242K	2	2.33%	Reduced
493	HA Heartland Advisors Milwaukee, Wisconsin	$3.6M	+$3.9M	1	0.24%	New
494	SW SVB Wealth Boston, Massachusetts	$3.57M	-$110K	2	0.14%	Reduced
495	BFIM Beese Fulmer Investment Management Canton, Ohio	$3.56M	$0	2	0.78%	Maintained
496	Profund Advisors Bethesda, Maryland	$3.54M	+$38.2K	3	0.14%	Increased
497	PVWM Point View Wealth Management Summit, New Jersey	$3.53M	-$308K	1	1.69%	Reduced
498	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$3.49M	$0	1	0.62%	Maintained
499	PP PagnatoKarp Partners Reston, Virginia	$3.49M	-$238K	1	1.47%	Reduced
500	OAM Oxford Asset Management Oxford, United Kingdom	$3.47M	+$2.92M	2	0.07%	Increased