← 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
576	MC Miles Capital West Des Moines, Iowa	$1.16M	+$1.11M	1	0.78%	New
577	PP Palladium Partners Norfolk, Virginia	$1.16M	-$5.2K	2	0.11%	Reduced
578	Veritable Wilmington, Delaware	$1.15M	+$20.8K	1	0.03%	Increased
579	CA Capital Advantage Walnut Creek, California	$1.15M	-$117K	1	0.41%	Reduced
580	Crawford Investment Counsel Atlanta, Georgia	$1.15M	$0	1	0.05%	Maintained
581	MSI Financial Services Springfield, Massachusetts	$1.13M	+$273K	3	0.05%	Increased
582	LAM Lebenthal Asset Management New York	$1.12M	+$1.07M	1	0.45%	New
583	MIM Marco Investment Management Atlanta, Georgia	$1.12M	-$34.8K	2	0.16%	Reduced
584	DJSG D.J. St. Germain Springfield, Massachusetts	$1.1M	$0	1	0.16%	Maintained
585	Bessemer Group Woodbridge, New Jersey	$1.1M	-$92.5K	3	0.01%	Reduced
586	TAM THB Asset Management Norwalk, Connecticut	$1.1M	-$133K	1	0.13%	Reduced
587	GVT Genesee Valley Trust Pittsford, New York	$1.1M	-$19.3K	1	0.74%	Reduced
588	Scotia Capital Toronto, Ontario, Canada	$1.09M	+$655K	1	0.02%	Increased
589	LMAM Legg Mason Asset Management Tokyo, Japan	$1.09M	$0	1	1.12%	Maintained
590	MCM Murphy Capital Management Bedminster, New Jersey	$1.08M	+$62.3K	1	0.17%	Increased
591	RAM Redmond Asset Management Henrico, Virginia	$1.06M	+$6.32K	2	0.54%	Increased
592	Brinker Capital Berwyn, Pennsylvania	$1.06M	+$229K	2	0.09%	Increased
593	CC ClearArc Capital Cincinnati, Ohio	$1.05M	-$6.13K	2	0.22%	Reduced
594	AP Advisor Partners Walnut Creek, California	$1.04M	-$55K	1	0.39%	Reduced
595	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.03M	-$18.6K	1	1.3%	Reduced
596	CI Constellation Investments Montgomery, Ohio	$1.03M	+$26.9K	2	0.19%	Increased
597	SIM Spark Investment Management New York	$1.03M	$0	1	0.1%	Maintained
598	Tokio Marine Asset Management Tokyo, Japan	$1.03M	-$92.7K	1	0.1%	Reduced
599	Segall Bryant & Hamill Chicago, Illinois	$1.02M	+$594K	1	0.03%	Increased
600	KAM Keeley Asset Management Chicago, Illinois	$1.01M	+$536K	1	0.04%	Increased