← 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
726	BDF Balasa Dinverno & Foltz	$511K	+$83.4K	1	0.09%	Increased
727	SIC SFE Investment Counsel Los Angeles, California	$511K	$0	1	0.24%	Maintained
728	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$509K	$0	1	0.16%	Maintained
729	BCP Blue Chip Partners Farmington Hills, Michigan	$507K	+$2.53K	1	0.23%	Increased
730	Wilmington Savings Fund Society Wilmington, Delaware	$507K	$0	1	0.03%	Maintained
731	LIM Leavell Investment Management Mobile, Alabama	$503K	$0	1	0.07%	Maintained
732	SC Sasco Capital Fairfield, Connecticut	$494K	-$32K	1	0.01%	Reduced
733	SC Schulhoff & Co Cincinnati, Ohio	$494K	$0	1	0.31%	Maintained
734	PAA Peregrine Asset Advisers Portland, Oregon	$493K	$0	1	0.33%	Maintained
735	WRM Westport Resources Management Westport, Connecticut	$493K	-$316K	1	0.16%	Reduced
736	MI Montage Investments Leawood, Kansas	$491K	$0	1	0.34%	Maintained
737	Douglass Winthrop Advisors New York	$489K	$0	1	0.03%	Maintained
738	TC Toews Corporation Northfield, New Jersey	$489K	+$463K	1	0.21%	New
739	Haverford Trust Company Radnor, Pennsylvania	$488K	+$17.7K	1	0.01%	Increased
740	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$487K	-$185K	1	0.22%	Reduced
741	Savant Capital Rockford, Illinois	$487K	+$18.7K	1	0.14%	Increased
742	HA Halsey Associates New Haven, Connecticut	$476K	$0	1	0.11%	Maintained
743	TCOV Trust Company of Vermont Brattleboro, Vermont	$471K	$0	2	0.06%	Maintained
744	FBT First Bankers Trust Louisville, Kentucky	$469K	-$213K	2	0.26%	Reduced
745	BCM Birmingham Capital Management Birmingham, Alabama	$467K	$0	1	0.2%	Maintained
746	GWCM Godshalk Welsh Capital Management Radnor, Pennsylvania	$458K	-$69.1K	1	0.48%	Reduced
747	1SB 1ST Source Bank South Bend, Indiana	$448K	-$4.21K	2	0.05%	Reduced
748	CAM Cypress Asset Management Houston, Texas	$448K	-$2.1K	1	0.09%	Reduced
749	Algert Global San Francisco, California	$447K	+$493K	1	0.18%	New
750	MC Miles Capital West Des Moines, Iowa	$445K	-$814K	1	0.3%	Reduced