← 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	QIM Quantitative Investment Management Charlottesville, Virginia	$634K	-$2.59M	1	0.1%	Reduced
627	ACM Alethea Capital Management Mercer Island, Washington	$624K	+$644K	1	0.96%	New
628	CAL Capital Advisors Ltd Shaker Heights, Ohio	$623K	+$873	2	0.32%	Increased
629	TC TFS Capital West Chester, Pennsylvania	$614K	-$1.63M	1	0.06%	Reduced
630	SGAM Steinberg Global Asset Management Boca Raton, Florida	$613K	-$25.3K	1	0.12%	Reduced
631	CCM CrestPoint Capital Management Four Seasons, Missouri	$601K	+$7.93K	2	0.32%	Increased
632	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$598K	$0	1	0.45%	Maintained
633	WCM Weik Capital Management Wyomissing, Pennsylvania	$596K	$0	1	0.34%	Maintained
634	KL KWMG LLC Overland Park, Kansas	$594K	+$91.7K	1	0.43%	Increased
635	YMRC Yorktown Management & Research Company Forest, Virginia	$594K	$0	2	0.1%	Maintained
636	DCM Dynamic Capital Management St. Helier, Jersey	$589K	+$599K	2	0.15%	New
637	Wilmington Savings Fund Society Wilmington, Delaware	$586K	+$11.3K	1	0.03%	Increased
638	BFC Blue Fin Capital Warren, Rhode Island	$568K	-$56K	2	0.41%	Reduced
639	AL Agran Libbie Santa Monica, California	$566K	-$16K	1	0.15%	Reduced
640	ALPS Advisors Denver, Colorado	$563K	+$9.04K	1	0%	Increased
641	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$554K	+$8.64K	1	0.05%	Increased
642	CCA Checchi Capital Advisers Beverly Hills, California	$553K	+$6.4K	1	0.15%	Increased
643	IP Isthmus Partners Madison, Wisconsin	$550K	+$115K	1	0.18%	Increased
644	DSC Duncker Streett & Co St. Louis, Missouri	$546K	+$4.44K	1	0.19%	Increased
645	Synovus Financial Columbus, Georgia	$545K	$0	2	0.01%	Maintained
646	BOS Bingham Osborn & Scarborough San Francisco, California	$539K	-$116K	1	0.07%	Reduced
647	DI Diligent Investors Redlands, California	$532K	$0	1	0.56%	Maintained
648	CPP Crow Point Partners Boston, Massachusetts	$525K	+$12.8K	1	0.08%	Increased
649	GP GLG Partners London, United Kingdom	$514K	+$519K	1	0.01%	New
650	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$512K	-$3.97K	1	0.52%	Reduced