← 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
2101	KC Kepos Capital New York	$0	-$870K	0	–	Closed
2102	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$0	-$8.72M	0	–	Closed
2103	KWM Kolinsky Wealth Management Ramsey, New Jersey	$0	-$242K	0	–	Closed
2104	Laird Norton Wetherby Trust Company Seattle, Washington	$0	-$204K	0	–	Closed
2105	LOIM Liberty One Investment Management Libertyville, Illinois	$0	-$953K	0	–	Closed
2106	LAS Lloyd Advisory Services Suwanee, Georgia	$0	-$35K	0	–	Closed
2107	Loews Corp New York	$0	-$9.45M	0	–	Closed
2108	LSC Logan Stone Capital Chicago, Illinois	$0	-$2.77M	0	–	Closed
2109	M1FG Mach-1 Financial Group Rogers, Arkansas	$0	+$963	1	0%	New
2110	MSL Mackay Shields LLC New York	$0	-$19.6M	0	–	Closed
2111	MIM Macroview Investment Management Bethesda, Maryland	$0	$0	1	0%	Maintained
2112	MSR Main Street Research Lakeville, Connecticut	$0	-$213K	0	–	Closed
2113	MAM McCarthy Asset Management Redwood Shores, California	$0	-$128K	0	–	Closed
2114	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$0	-$228K	0	–	Closed
2115	MA MKT Advisors Escondido, California	$0	-$227K	0	–	Closed
2116	M Murchinson Toronto, Ontario, Canada	$0	-$4.52M	0	–	Closed
2117	NICM Neo Ivy Capital Management New York	$0	-$68K	0	–	Closed
2118	NI Nuance Investments Kansas City, Missouri	$0	-$558K	0	–	Closed
2119	NIM NuWave Investment Management Parsippany, New Jersey	$0	-$721K	0	–	Closed
2120	OTL Oak Thistle LLC New York	$0	-$1.44M	0	–	Closed
2121	ODG O'Dell Group Cincinnati, Ohio	$0	-$47K	1	0%	Reduced
2122	OR Olympiad Research Stamford, Connecticut	$0	-$238K	0	–	Closed
2123	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$0	-$262K	0	–	Closed
2124	OPPTF OPSEU Pension Plan Trust Fund Toronto, Ontario, Canada	$0	-$382K	0	–	Closed
2125	OSIA O'Shares Investment Advisers Boston, Massachusetts	$0	-$12.5M	0	–	Closed