← 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	TCM Tygh Capital Management Portland, Oregon	$5.35M	+$3.22M	1	1.12%	Increased
502	IP Interval Partners New York	$5.35M	+$2.85M	1	0.34%	Increased
503	Kentucky Retirement Systems Frankfort, Kentucky	$5.33M	-$588K	3	0.37%	Reduced
504	RA RiverPark Advisors New York	$5.27M	+$2.91M	1	1.64%	Increased
505	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$5.26M	-$3.33M	3	0.07%	Reduced
506	MPAM Monarch Partners Asset Management Boston, Massachusetts	$5.25M	+$3.03M	2	1.28%	Increased
507	Nordea Investment Management Stockholm, Sweden	$5.24M	+$5.06M	1	0.01%	Increased
508	TTWM TCV Trust & Wealth Management Richmond, Virginia	$5.19M	+$5.54M	1	0.74%	New
509	JWM JGP Wealth Management Bend, Oregon	$5.19M	+$183K	2	1.53%	Increased
510	Lido Advisors Los Angeles, California	$5.17M	+$489K	3	0.16%	Increased
511	AssetMark Inc Concord, California	$5.16M	+$426K	2	0.04%	Increased
512	RIA RPG Investment Advisory Pleasanton, California	$5.16M	-$10.4K	2	1.36%	Reduced
513	AIA AGF Investments America Toronto, Ontario, Canada	$5.16M	+$187K	1	1.76%	Increased
514	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.15M	-$70.2K	2	1.1%	Reduced
515	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$5.15M	-$726K	1	2.34%	Reduced
516	OAM Optimal Asset Management Los Altos, California	$5.15M	-$4.45M	2	0.84%	Reduced
517	Zacks Investment Management Chicago, Illinois	$5.12M	-$742K	2	0.11%	Reduced
518	MIP Marietta Investment Partners Milwaukee, Wisconsin	$5.08M	-$30.2K	1	1.69%	Reduced
519	Hantz Financial Services Southfield, Michigan	$5.06M	+$96.8K	2	0.28%	Increased
520	CCP Cunning Capital Partners Morrisville, North Carolina	$5.04M	$0	1	3.55%	Maintained
521	ACM Aljian Capital Management Carson City, Nevada	$5.03M	-$78.7K	2	3.23%	Reduced
522	EIM Essex Investment Management Boston, Massachusetts	$5.03M	-$71.7K	2	0.82%	Reduced
523	CNB Camden National Bank Camden, Maine	$5.02M	+$55.6K	1	1.24%	Increased
524	LM Luminus Management Houston, Texas	$5.02M	+$5.14M	1	0.65%	New
525	CCM Cinctive Capital Management New York	$4.96M	+$2.77M	2	0.57%	Increased