← 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	AIM AHL Investment Management Winter Park, Florida	$4.11M	+$223K	1	3.66%	Increased
602	Clearstead Advisors Cleveland, Ohio	$4.1M	+$212K	6	0.25%	Increased
603	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$4.09M	-$44.8K	3	0.32%	Reduced
604	IIA ICW Investment Advisors Scottsdale, Arizona	$4.07M	+$92.6K	2	2.19%	Increased
605	SIC SFE Investment Counsel Los Angeles, California	$4.06M	+$66K	2	1.18%	Increased
606	Empirical Finance Havertown, Pennsylvania	$4.06M	+$379K	3	0.3%	Increased
607	Capital International Los Angeles, California	$4.06M	+$435K	2	0.23%	Increased
608	SCM Spring Capital Management Amarillo, Texas	$4.04M	-$57.6K	1	3.4%	Reduced
609	RCM Radnor Capital Management Wayne, Pennsylvania	$4.03M	+$3.94M	2	0.8%	New
610	ATC Argent Trust Co Nashville, Tennessee	$4.03M	+$188K	1	0.22%	Increased
611	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$4.02M	-$4.32K	2	2.17%	Reduced
612	AIM Aquila Investment Management New York	$4M	$0	2	3.68%	Maintained
613	ACM Argent Capital Management St Louis, Missouri	$3.98M	-$10.2M	1	0.14%	Reduced
614	MP McDonald Partners Cleveland, Ohio	$3.98M	+$374K	1	1.3%	Increased
615	CFGS Concourse Financial Group Securities Birmingham, Alabama	$3.96M	+$201K	5	0.31%	Increased
616	BBI Baxter Bros Inc Riverside, Connecticut	$3.95M	+$54.1K	1	0.6%	Increased
617	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.95M	+$3.53M	1	0.81%	Increased
618	NRG Nemes Rush Group Novi, Michigan	$3.95M	+$357K	3	0.72%	Increased
619	BDWCC B&D White Capital Company Lakeway, Texas	$3.92M	+$1.71M	2	1.46%	Increased
620	FMTC Farmers & Merchants Trust Company Long Beach, California	$3.92M	-$4.19M	2	1.16%	Reduced
621	VIM VELA Investment Management New Albany, Ohio	$3.92M	+$514K	1	1.72%	Increased
622	SW SlateStone Wealth Jupiter, Florida	$3.88M	+$1.44M	1	0.56%	Increased
623	FHB First Hawaiian Bank Honolulu, Hawaii	$3.86M	-$356K	3	0.13%	Reduced
624	MIC Means Investment Company Bangor, Maine	$3.85M	-$752K	1	0.63%	Reduced
625	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$3.83M	+$1.57M	3	0.18%	Increased