← 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	KI Koch Industries Wichita, Kansas	$2.52M	+$2.11M	2	0.37%	Increased
552	SIM Spark Investment Management New York	$2.49M	-$349K	1	0.13%	Reduced
553	Bailard Foster City, California	$2.47M	$0	1	0.16%	Maintained
554	Brandywine Global Investment Management Philadelphia, Pennsylvania	$2.44M	-$20M	2	0.01%	Reduced
555	South Dakota Investment Council Sioux Falls, South Dakota	$2.44M	-$1.15M	2	0.05%	Reduced
556	GAM Griffin Asset Management New York	$2.43M	-$14K	2	0.43%	Reduced
557	O'Shaughnessy Asset Management Stamford, Connecticut	$2.43M	-$2.55M	3	0.06%	Reduced
558	EIM Essex Investment Management Boston, Massachusetts	$2.42M	-$44.9K	2	0.32%	Reduced
559	CC Cognios Capital Leawood, Kansas	$2.41M	-$956K	1	0.91%	Reduced
560	Fifth Third Bancorp Cincinnati, Ohio	$2.4M	-$103K	3	0.02%	Reduced
561	ICP Ironvine Capital Partners Omaha, Nebraska	$2.38M	+$2.32M	1	0.74%	New
562	Conning Inc Hartford, Connecticut	$2.37M	-$41.7K	2	0.08%	Reduced
563	KL KWMG LLC Overland Park, Kansas	$2.36M	+$89.8K	1	0.71%	Increased
564	PP Paloma Partners Greenwich, Connecticut	$2.36M	-$425K	3	0.03%	Reduced
565	FDS Freedom Day Solutions Houston, Texas	$2.35M	+$2.31M	1	1.98%	New
566	SCA Stokes Capital Advisors Greenwood, South Carolina	$2.34M	+$2.31M	1	1.58%	New
567	MAI Capital Management Independence, Ohio	$2.34M	+$74.5K	1	0.13%	Increased
568	CAM Carret Asset Management New York	$2.32M	-$150K	1	0.36%	Reduced
569	ETrade Capital Management Arlington, Virginia	$2.31M	-$160K	1	0.07%	Reduced
570	Advisors Capital Management Ridgewood, New Jersey	$2.31M	+$2.26M	1	0.18%	New
571	AT Argent Trust San Antonio, Texas	$2.3M	-$94.6K	1	0.61%	Reduced
572	CWM CMH Wealth Management Portsmouth, New Hampshire	$2.29M	-$187K	1	1.52%	Reduced
573	NFGCM Norman Fields Gottscho Capital Management New York	$2.29M	-$83.8K	1	1.26%	Reduced
574	ANRIA American National Registered Investment Advisor Galveston, Texas	$2.29M	-$7.51K	1	1.09%	Reduced
575	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$2.28M	+$103K	1	0.67%	Increased