← 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
801
CL
CPWM LLC
Washington
$218K +$220K 1 0.05% New
802
CT
Cambridge Trust
Massachusetts
$217K +$219K 1 0.02% New
803
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$213K +$215K 1 0.01% New
804
BHBT
Burke & Herbert Bank & Trust
Virginia
$212K $0 1 0.23% Maintained
805
KAM
Knightsbridge Asset Management
California
$211K +$218K 1 0.11% New
806
HC
Highmount Capital
New York
$210K +$635 1 0.05% Increased
807
SSB
Sandy Spring Bank
Maryland
$210K +$2.14K 2 0.02% Increased
808
CEP
Chicago Equity Partners
Illinois
$209K -$378K 1 0.01% Reduced
809
JMFC
J.M. Forbes & Co
Massachusetts
$204K $0 1 0.05% Maintained
810
Perigon Wealth Management
Perigon Wealth Management
California
$202K -$62.5K 1 0.05% Reduced
811
IRS
Invictus RG (Singapore)
Singapore
$191K -$138K 2 0.18% Reduced
812
AIC
Ayalon Insurance Company
Israel
$183K $0 1 0.13% Maintained
813
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$176K +$90.9K 4 0.01% Increased
814
GLI
Guardian Life Insurance
New York
$176K +$3.78K 2 0.02% Increased
815
WhitTier Trust Company
WhitTier Trust Company
Nevada
$170K $0 3 0.02% Maintained
816
First Manhattan
First Manhattan
New York
$169K +$30K 2 0% Increased
817
Boothbay Fund Management
Boothbay Fund Management
New York
$162K +$153K 1 0.06% New
818
AWS
Aris Wealth Services
Pennsylvania
$161K +$10.8K 2 0.15% Increased
819
SC
Sophrosyne Capital
New York
$156K -$1.12M 1 1.17% Reduced
820
HSA
Hussman Strategic Advisors
Maryland
$154K -$47.6K 1 0.02% Reduced
821
WA
WFG Advisors
Texas
$154K +$48.3K 3 0.04% Increased
822
BAM
Bruderman Asset Management
New York
$151K $0 1 0.06% Maintained
823
VanEck Associates
VanEck Associates
New York
$149K +$38.1K 2 0% Increased
824
SC
SRB Corp
Massachusetts
$145K -$10.7K 1 0.02% Reduced
825
WA
WealthTrust-Arizona
Arizona
$135K $0 1 0.08% Maintained