← 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
701	CGIM Capital Group Investment Management Raffles Quay, Singapore	$6.33M	-$2.6M	2	0.95%	Reduced
702	DAC Dividend Assets Capital Ridgeland, South Carolina	$6.31M	-$1.1M	1	1.22%	Reduced
703	QCM Qsemble Capital Management New York	$6.3M	+$4.61M	3	0.81%	Increased
704	M MOTCO San Antonio, Texas	$6.27M	+$20.8K	4	0.54%	Increased
705	HCM Huber Capital Management El Segundo, California	$6.26M	$0	1	0.92%	Maintained
706	South Dakota Investment Council Sioux Falls, South Dakota	$6.25M	-$403K	3	0.11%	Reduced
707	NC NovaPoint Capital Atlanta, Georgia	$6.22M	+$369K	1	1.29%	Increased
708	Perigon Wealth Management San Francisco, California	$6.21M	+$1.5M	4	0.1%	Increased
709	IP Intellectus Partners San Francisco, California	$6.21M	+$239K	3	1.07%	Increased
710	Harbour Investments Madison, Wisconsin	$6.2M	-$553K	17	0.08%	Reduced
711	FM Foster & Motley Cincinnati, Ohio	$6.18M	-$192K	1	0.28%	Reduced
712	Tokio Marine Asset Management Tokyo, Japan	$6.18M	+$137K	4	0.19%	Increased
713	Atalanta Sosnoff Capital New York	$6.18M	-$6.24M	2	0.11%	Reduced
714	TBA Tower Bridge Advisors Conshohocken, Pennsylvania	$6.15M	-$150K	1	0.55%	Reduced
715	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$6.14M	-$70.4K	2	0.73%	Reduced
716	HA Huntleigh Advisors St. Louis, Missouri	$6.13M	+$392K	3	0.86%	Increased
717	Panagora Asset Management Boston, Massachusetts	$6.13M	+$1.68M	3	0.02%	Increased
718	Crossmark Global Holdings Houston, Texas	$6.13M	-$451K	5	0.08%	Reduced
719	CAIM Catherine Avery Investment Management Longboat Key, Florida	$6.08M	+$4.68M	2	2.65%	Increased
720	DAM Deepwater Asset Management Minneapolis, Minnesota	$6.07M	+$2.52M	1	2.75%	Increased
721	Rathbones Group Liverpool, United Kingdom	$5.99M	+$4.86M	3	0.02%	Increased
722	Edmond de Rothschild Holding Chambesy, Switzerland	$5.93M	-$32.3M	1	0.08%	Reduced
723	AC AXQ Capital Jersey City, New Jersey	$5.93M	+$6.11M	4	0.65%	Increased
724	Allworth Financial Folsom, California	$5.93M	+$187K	17	0.03%	Increased
725	WAM Werlinich Asset Management Stamford, Connecticut	$5.91M	+$932K	5	2.26%	Increased