← 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
551	MIC MU Investments Company Tokyo, Japan	$951K	+$277K	2	0.45%	Increased
552	Mariner Overland Park, Kansas	$950K	+$947K	2	0.04%	New
553	LCM LVM Capital Management Portage, Michigan	$940K	-$16K	1	0.31%	Reduced
554	CC ClearArc Capital Cincinnati, Ohio	$938K	+$309K	2	0.17%	Increased
555	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$933K	+$289K	1	0.21%	Increased
556	AGM Alpine Global Management New York	$923K	+$569K	3	0.15%	Increased
557	LH Lebenthal Holdings New York	$913K	+$283K	2	0.19%	Increased
558	GVT Genesee Valley Trust Pittsford, New York	$909K	+$352K	1	0.59%	Increased
559	IIM Ipswich Investment Management Beverly, Massachusetts	$904K	$0	1	0.41%	Maintained
560	SGA Strategic Global Advisors Newport Beach, California	$898K	+$292K	1	0.52%	Increased
561	CCG Cypress Capital Group Palm Beach, Florida	$897K	+$160	1	0.21%	Increased
562	GAM Griffin Asset Management New York	$897K	$0	1	0.34%	Maintained
563	AIM Assured Investment Management New York	$893K	-$41.1K	2	0.01%	Reduced
564	Bank of Nova Scotia Toronto, Ontario, Canada	$893K	+$24.8K	2	0%	Increased
565	Cullen/Frost Bankers San Antonio, Texas	$881K	+$22.3K	1	0.03%	Increased
566	CT Chicago Trust Grayslake, Illinois	$880K	-$214K	1	0.31%	Reduced
567	ST Somerset Trust Somerset, Pennsylvania	$875K	+$56.4K	1	0.57%	Increased
568	ID Integral Derivatives New York	$872K	+$240K	1	0.02%	Increased
569	Montag & Associates Atlanta, Georgia	$849K	$0	2	0.12%	Maintained
570	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$849K	-$14K	2	0.62%	Reduced
571	MC Moors & Cabot Boston, Massachusetts	$835K	-$17K	1	0.14%	Reduced
572	CG Clinton Group New York	$833K	-$3.12M	1	0.12%	Reduced
573	CI CAZ Investments Houston, Texas	$828K	-$5.76K	1	0.43%	Reduced
574	PC Palo Capital Newport Beach, California	$828K	-$27.7K	1	0.65%	Reduced
575	AP Advisor Partners Walnut Creek, California	$825K	+$43.7K	1	0.32%	Increased