← 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	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.18M	+$1.2M	1	0.58%	New
702	Wilmington Savings Fund Society Wilmington, Delaware	$1.18M	+$123K	2	0.06%	Increased
703	Ferguson Wellman Capital Management Portland, Oregon	$1.18M	+$20.5K	2	0.04%	Increased
704	Confluence Investment Management St. Louis, Missouri	$1.17M	-$186K	1	0.02%	Reduced
705	CCA Checchi Capital Advisers Beverly Hills, California	$1.16M	+$174K	2	0.14%	Increased
706	BAM Brave Asset Management Summit, New Jersey	$1.16M	$0	1	0.65%	Maintained
707	FBT First Bankers Trust Louisville, Kentucky	$1.16M	-$1.16M	2	0.55%	Reduced
708	Prospera Financial Services Dallas, Texas	$1.16M	+$324K	2	0.38%	Increased
709	Capital Analysts LLC Fort Washington, Pennsylvania	$1.15M	+$1.14M	2	0.13%	Increased
710	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.14M	$0	2	0.31%	Maintained
711	ACM AlphaCrest Capital Management New York	$1.14M	+$1.06M	2	0.17%	Increased
712	AW ACG Wealth Atlanta, Georgia	$1.14M	+$302K	1	0.15%	Increased
713	TCM Teza Capital Management Chicago, Illinois	$1.13M	+$1.15M	1	0.6%	New
714	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.13M	+$546K	2	0.07%	Increased
715	AIM Axiom Investment Management New York	$1.12M	+$61.3K	1	0.21%	Increased
716	SIC SFE Investment Counsel Los Angeles, California	$1.12M	+$503K	1	0.5%	Increased
717	Donaldson Capital Management Evansville, Indiana	$1.11M	-$1.59M	1	0.1%	Reduced
718	NewEdge Advisors New Orleans, Louisiana	$1.1M	-$58.9K	2	0.07%	Reduced
719	F.L. Putnam Investment Management Lynnfield, Massachusetts	$1.1M	-$219K	1	0.09%	Reduced
720	TPA Trivium Point Advisory Westport, Connecticut	$1.09M	+$147K	1	0.51%	Increased
721	Capstone Investment Advisors New York	$1.08M	-$861K	1	0.01%	Reduced
722	WA WBH Advisory Baltimore, Maryland	$1.06M	+$34.1K	1	0.25%	Increased
723	SWA Stratos Wealth Advisors Beachwood, Ohio	$1.06M	-$6K	1	0.57%	Reduced
724	DI Diligent Investors Redlands, California	$1.05M	$0	1	0.6%	Maintained
725	BOTW Bank of the West Monterey Park, California	$1.05M	-$75.6K	1	0.12%	Reduced