← 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
601	HighPoint Advisor Group Downers Grove, Illinois	$4.39M	+$623K	2	0.44%	Increased
602	TVWM Tower View Wealth Management Shorewood, Wisconsin	$4.37M	-$3.92K	1	2.21%	Reduced
603	Walleye Capital New York	$4.37M	+$2.41M	2	0.15%	Increased
604	KNW Kesler Norman & Wride Ogden, Utah	$4.36M	+$25.6K	1	1%	Increased
605	USS Investment Management London, United Kingdom	$4.34M	+$1.3M	2	0.03%	Increased
606	SAM Stansberry Asset Management Westlake, Texas	$4.33M	+$205K	1	1.05%	Increased
607	Första AP-fonden Stockholm, Sweden	$4.31M	+$127K	1	0.05%	Increased
608	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$4.26M	$0	1	0.09%	Maintained
609	DC Defender Capital Charlotte, North Carolina	$4.26M	-$170K	1	1.41%	Reduced
610	CAM Carret Asset Management New York	$4.25M	-$177K	1	0.5%	Reduced
611	Lido Advisors Los Angeles, California	$4.25M	-$633K	3	0.06%	Reduced
612	Churchill Management Los Angeles, California	$4.22M	+$4.28M	1	0.06%	New
613	WIS Wright Investors Service Shelton, Connecticut	$4.18M	+$3.43M	2	1.13%	Increased
614	BU BBVA USA Birmingham, Alabama	$4.17M	+$4.15M	4	0.23%	New
615	Illinois Municipal Retirement Fund Oak Brook, Illinois	$4.13M	-$1.66M	3	0.17%	Reduced
616	Brookfield Corp Toronto, Ontario, Canada	$4.13M	+$4.16M	2	0.02%	New
617	CCMINC Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$4.1M	+$524K	2	0.87%	Increased
618	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.05M	-$58K	1	0.79%	Reduced
619	PEAK6 Investments Chicago, Illinois	$4.04M	-$1.17M	7	0.01%	Reduced
620	MCM Mitchell Capital Management Leawood, Kansas	$4.03M	-$564K	2	0.89%	Reduced
621	Y-Intercept (HK) Hong Kong	$4.03M	-$118K	3	1.02%	Reduced
622	PIP Peachtree Investment Partners Indian River Shores,, Florida	$4.01M	-$57.1K	2	1.96%	Reduced
623	WhitTier Trust Company Reno, Nevada	$4M	+$124K	3	0.17%	Increased
624	CHAM Clear Harbor Asset Management Stamford, Connecticut	$3.94M	-$452K	1	0.48%	Reduced
625	First Manhattan New York	$3.94M	+$2.13M	5	0.01%	Increased