← 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
501	MFS Monetta Financial Services Wheaton, Illinois	$1.35M	+$1.34M	1	0.72%	New
502	Copeland Capital Management Conshohocken, Pennsylvania	$1.34M	-$271K	1	0.09%	Reduced
503	Horizon Kinetics New York	$1.34M	-$226K	1	0.02%	Reduced
504	GIA GHP Investment Advisors Denver, Colorado	$1.34M	+$73.7K	3	0.35%	Increased
505	CCM Canal Capital Management Richmond, Virginia	$1.33M	+$64.4K	1	1.23%	Increased
506	Pinnacle Associates New York	$1.32M	-$333	2	0.02%	Reduced
507	MHIM MacNealy Hoover Investment Management Canton, Ohio	$1.32M	$0	1	1.14%	Maintained
508	BOH Bank of Hawaii Honolulu, Hawaii	$1.31M	+$51.2K	1	0.13%	Increased
509	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$1.31M	+$1.3M	1	0.18%	New
510	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.31M	-$297K	2	0.82%	Reduced
511	Amalgamated Bank New York	$1.3M	+$509K	2	0.16%	Increased
512	Bradley Foster & Sargent Hartford, Connecticut	$1.3M	+$836K	2	0.06%	Increased
513	Raymond James Trust St. Petersburg, Florida	$1.29M	+$133K	2	0.14%	Increased
514	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.29M	-$155K	2	0.22%	Reduced
515	SC Sophrosyne Capital New York	$1.28M	-$34.3K	1	2.2%	Reduced
516	Tokio Marine Asset Management Tokyo, Japan	$1.28M	-$223K	1	0.12%	Reduced
517	Choate Investment Advisors Boston, Massachusetts	$1.26M	-$11K	2	0.07%	Reduced
518	NFGCM Norman Fields Gottscho Capital Management New York	$1.23M	-$73.6K	1	0.78%	Reduced
519	HMS Hanseatic Management Services Albuquerque, New Mexico	$1.23M	+$1.19M	1	0.66%	Increased
520	PP Palladium Partners Norfolk, Virginia	$1.22M	-$146K	1	0.1%	Reduced
521	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$1.21M	-$158K	1	0.78%	Reduced
522	CAD Craig A. Drill	$1.18M	-$5.38M	1	1.34%	Reduced
523	RHJA Rice Hall James & Associates San Diego, California	$1.18M	-$87.5K	1	0.07%	Reduced
524	Catalyst Capital Advisors Huntington, New York	$1.17M	-$5.64M	1	0.13%	Reduced
525	HVIA Hudson Valley Investment Advisors Goshen, New York	$1.17M	-$43.2K	1	0.4%	Reduced