← 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
626	BCM BTC Capital Management Des Moines, Iowa	$8.01M	+$11.8K	1	0.49%	Increased
627	TMC Themes Management Co Greenwich, Connecticut	$8M	-$493K	5	5.3%	Reduced
628	Vestcor Inc Fredericton, New Brunswick, Canada	$7.96M	+$1.32M	3	0.2%	Increased
629	Laird Norton Wetherby Trust Company Seattle, Washington	$7.92M	-$351K	4	0.15%	Reduced
630	RWM Rench Wealth Management Denton, Texas	$7.86M	-$45.8K	1	2.11%	Reduced
631	BKA Brick & Kyle Associates Newtown, Pennsylvania	$7.81M	$0	1	2.58%	Maintained
632	Lockheed Martin Investment Management Bethesda, Maryland	$7.81M	-$3.95M	1	0.31%	Reduced
633	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$7.8M	$0	1	1.48%	Maintained
634	Krane Funds Advisors New York	$7.8M	+$4.26M	1	0.28%	Increased
635	QIM Quantitative Investment Management Charlottesville, Virginia	$7.77M	-$414K	3	0.85%	Reduced
636	Bridgewater Associates Westport, Connecticut	$7.77M	-$8.19M	4	0.03%	Reduced
637	FFL Future Fund LLC Chicago, Illinois	$7.74M	+$3.99M	2	2.22%	Increased
638	United Capital Financial Advisors Irving, Texas	$7.73M	-$934K	4	0.04%	Reduced
639	EIM Essex Investment Management Boston, Massachusetts	$7.71M	-$319K	2	1.01%	Reduced
640	Longaeva Partners Chicago, Illinois	$7.7M	+$4.76M	2	0.17%	Increased
641	AAIM American Assets Investment Management San Diego, California	$7.64M	$0	1	0.46%	Maintained
642	RFA Register Financial Advisors Atlanta, Georgia	$7.58M	-$471K	3	2.32%	Reduced
643	SCM Spring Capital Management Amarillo, Texas	$7.57M	+$113K	1	3.69%	Increased
644	KIA KCM Investment Advisors Greenbrae, California	$7.56M	-$47.6K	2	0.22%	Reduced
645	SCA Stokes Capital Advisors Greenwood, South Carolina	$7.55M	-$224K	2	1.62%	Reduced
646	AIP AE Industrial Partners Boca Raton, Florida	$7.55M	-$436M	1	0.55%	Reduced
647	HCM Hilton Capital Management Garden City, New York	$7.51M	+$7.09M	1	0.51%	New
648	SEB Asset Management Stockholm,	$7.51M	-$2.09M	4	0.03%	Reduced
649	AA Apriem Advisors Irvine, California	$7.5M	+$7.34M	2	0.65%	Increased
650	AE Wealth Management Topeka, Kansas	$7.49M	+$1.52M	7	0.03%	Increased