← 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	FCM Firsthand Capital Management San Jose, California	$5.95M	$0	2	5.14%	Maintained
527	FA FDx Advisors Chicago, Illinois	$5.93M	+$682K	3	0.22%	Increased
528	Institutional & Family Asset Management Fort Collins, Colorado	$5.92M	+$130K	3	1.02%	Increased
529	LCM LRT Capital Management Austin, Texas	$5.79M	+$1.52M	1	4.36%	Increased
530	HighPoint Advisor Group Downers Grove, Illinois	$5.77M	+$5.58M	3	0.63%	New
531	RCP Rothschild Capital Partners New York	$5.74M	$0	1	2.4%	Maintained
532	Matrix Asset Advisors White Plains, New York	$5.71M	-$12.8K	1	0.88%	Reduced
533	Herald Investment Management London, United Kingdom	$5.66M	$0	2	1.31%	Maintained
534	Highland Capital Management (Tennessee) Memphis, Tennessee	$5.65M	-$29K	1	0.41%	Reduced
535	ATI Act Two Investors Santa Cruz, California	$5.64M	-$679K	1	5.31%	Reduced
536	ETF Managers Group Summit, New Jersey	$5.62M	-$1.32M	2	0.16%	Reduced
537	BFSG LLC Irvine, California	$5.62M	-$15.5K	1	1.01%	Reduced
538	FIM Freedom Investment Management Hartford, Connecticut	$5.6M	-$461K	3	0.6%	Reduced
539	Estabrook Capital Management New York	$5.6M	$0	2	0.96%	Maintained
540	Royce & Associates New York	$5.58M	-$1.68M	3	0.06%	Reduced
541	Modera Wealth Management Westwood, New Jersey	$5.55M	+$266K	3	0.26%	Increased
542	MMM Mendel Money Management Northbrook, Illinois	$5.53M	-$61.1K	2	3.29%	Reduced
543	Alerus Financial Grand Forks, North Dakota	$5.52M	+$1.43M	1	0.51%	Increased
544	GQG Partners Ft. Lauderdale, Florida	$5.51M	+$804K	1	0.01%	Increased
545	Ledyard National Bank	$5.5M	-$1.27M	1	0.66%	Reduced
546	Meiji Yasuda Asset Management Tokyo, Japan	$5.5M	-$1.23M	3	0.32%	Reduced
547	MP McDonald Partners Cleveland, Ohio	$5.5M	-$473K	1	1.4%	Reduced
548	WhitTier Trust Company Reno, Nevada	$5.38M	+$447K	3	0.22%	Increased
549	Vestcor Inc Fredericton, New Brunswick, Canada	$5.34M	+$1.19M	3	0.2%	Increased
550	NewEdge Wealth Pittsburgh, Pennsylvania	$5.28M	+$3.12M	3	0.24%	Increased