← 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	Synovus Financial Columbus, Georgia	$755K	-$9.74K	2	0.02%	Reduced
702	BFC Blue Fin Capital Warren, Rhode Island	$740K	-$7.84K	2	0.45%	Reduced
703	MHIC Marble Harbor Investment Counsel Boston, Massachusetts	$739K	$0	1	0.16%	Maintained
704	SGAM Steinberg Global Asset Management Boca Raton, Florida	$737K	-$62.2K	1	0.12%	Reduced
705	DI Diligent Investors Redlands, California	$735K	$0	1	0.56%	Maintained
706	AP Appleton Partners Boston, Massachusetts	$733K	-$236K	1	0.13%	Reduced
707	FAM Fortaleza Asset Management Chicago, Illinois	$728K	-$4K	2	1.47%	Reduced
708	Modera Wealth Management Westwood, New Jersey	$724K	-$59.5K	2	0.18%	Reduced
709	MFS Monetta Financial Services Wheaton, Illinois	$723K	-$977K	1	0.42%	Reduced
710	WCM Weik Capital Management Wyomissing, Pennsylvania	$714K	$0	1	0.38%	Maintained
711	Ferguson Wellman Capital Management Portland, Oregon	$708K	$0	2	0.03%	Maintained
712	RHJA Rice Hall James & Associates San Diego, California	$708K	$0	1	0.03%	Maintained
713	SSG Summit Securities Group New York	$706K	+$705K	1	0.2%	New
714	GP Girard Partners King Of Prussia, Pennsylvania	$695K	-$28.5K	1	0.17%	Reduced
715	AIM Anchor Investment Management Columbia, South Carolina	$688K	-$7.42K	3	0.24%	Reduced
716	GP GLG Partners London, United Kingdom	$686K	+$687K	2	0.03%	New
717	IP Isthmus Partners Madison, Wisconsin	$684K	+$20.7K	2	0.2%	Increased
718	LIM Leavell Investment Management Mobile, Alabama	$684K	$0	1	0.09%	Maintained
719	RGC Roberts, Glore & Co Deerfield, Illinois	$681K	$0	1	0.47%	Maintained
720	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$679K	$0	1	0.2%	Maintained
721	LGC Laurel Grove Capital Los Angeles, California	$678K	-$47.5K	1	0.36%	Reduced
722	Waratah Capital Advisors Toronto, Ontario, Canada	$678K	$0	1	0.09%	Maintained
723	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$675K	$0	1	0.41%	Maintained
724	KA Kovack Advisors Ft. Lauderdale, Florida	$667K	+$428K	1	0.26%	Increased
725	FTIOP Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania	$664K	$0	1	0.05%	Maintained