← 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
526	Fjarde Ap-fonden Stockholm, Sweden	$4.54M	+$4.4M	1	0.06%	New
527	Atria Investments Charlotte, North Carolina	$4.52M	+$3.1M	3	0.12%	Increased
528	LG LaFleur & Godfrey Grand Rapids, Michigan	$4.47M	+$73.7K	1	1.01%	Increased
529	MCM Matarin Capital Management New York	$4.44M	-$93.5K	1	0.42%	Reduced
530	CAM Cozad Asset Management Champaign, Illinois	$4.43M	+$533K	2	1.18%	Increased
531	OCM Osterweis Capital Management San Francisco, California	$4.41M	+$468K	1	0.31%	Increased
532	MMG Monetary Management Group St Louis, Missouri	$4.39M	+$4.95K	2	1.6%	Increased
533	CCC Chelsea Counsel Company Los Angeles, California	$4.35M	-$184K	2	2.64%	Reduced
534	CCM Carderock Capital Management Chevy Chase, Maryland	$4.33M	+$21.1K	1	1.45%	Increased
535	Penserra Capital Management Orinda, California	$4.33M	-$6.43M	3	0.28%	Reduced
536	FCM Firsthand Capital Management San Jose, California	$4.32M	$0	1	1.68%	Maintained
537	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$4.28M	-$29.9K	1	3.12%	Reduced
538	SCA Snowden Capital Advisors New York	$4.26M	+$514K	2	0.38%	Increased
539	IAM ICM Asset Management Spokane, Washington	$4.24M	-$1.39M	1	3.49%	Reduced
540	LSA L & S Advisors Los Angeles, California	$4.24M	+$1.51M	1	0.54%	Increased
541	OI Oakbrook Investments Lisle, Illinois	$4.24M	-$2.65M	3	0.86%	Reduced
542	GLAM Gardner Lewis Asset Management Chadds Ford, Pennsylvania	$4.2M	+$1.87M	1	0.57%	Increased
543	GGI GPM Growth Investors Bloomfield Hills, Michigan	$4.18M	+$4.27M	1	3.03%	New
544	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.18M	-$1.06M	1	1.15%	Reduced
545	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$4.18M	+$10.8K	6	0.01%	Increased
546	BCM Bourgeon Capital Management Darien, Connecticut	$4.17M	+$131K	1	1.97%	Increased
547	Raymond James Trust St. Petersburg, Florida	$4.16M	-$128K	2	0.2%	Reduced
548	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$4.16M	-$307K	2	0.88%	Reduced
549	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$4.14M	-$808K	4	0.13%	Reduced
550	PP PDT Partners New York	$4.08M	-$16M	3	0.25%	Reduced