← 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
226
SEI Trust Company
SEI Trust Company
Pennsylvania
$10.7M -$4.61M 3 0.12% Reduced
227
EULAV Asset Management
EULAV Asset Management
Florida
$10.3M +$545K 3 0.6% Increased
228
HSA
Hussman Strategic Advisors
Maryland
$10.3M +$9.47M 1 0.57% Increased
229
ZIG
Zuckerman Investment Group
Illinois
$10M -$1.35M 1 2.51% Reduced
230
KeyBank National Association
KeyBank National Association
Ohio
$9.89M -$768K 2 0.07% Reduced
231
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$9.73M +$1.19M 3 0.12% Increased
232
TSU
TD Securities (USA)
New York
$9.68M -$170K 2 0.18% Reduced
233
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$9.55M -$11.3M 1 0.58% Reduced
234
MUFG Americas
MUFG Americas
New York
$9.52M -$3.15M 2 0.33% Reduced
235
CPS
Counsel Portfolio Services
Ontario, Canada
$9.23M -$3.34M 1 0.46% Reduced
236
MAM
Meeder Asset Management
Ohio
$9.21M +$1.39K 2 1.75% Increased
237
TIAA CREF Trust
TIAA CREF Trust
Missouri
$9.17M -$385K 1 0.17% Reduced
238
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$9.16M +$59.8K 1 0.79% Increased
239
CIC
Canal Insurance Company
South Carolina
$8.88M +$1.39M 2 2.95% Increased
240
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$8.85M -$91K 3 0.19% Reduced
241
OAM
Origin Asset Management
United Kingdom
$8.81M -$389K 1 0.66% Reduced
242
CCM
Cadence Capital Management
Massachusetts
$8.8M +$8.48M 2 0.3% New
243
BKBG
BHF Kleinwort Benson Group
Belgium
$8.76M -$245K 2 1.19% Reduced
244
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$8.51M -$3.48M 1 0.19% Reduced
245
Sarofim Fayez
Sarofim Fayez
Texas
$8.48M +$8.11M 1 0.04% New
246
Aperio Group
Aperio Group
California
$8.48M +$814K 3 0.16% Increased
247
CIP
Convergence Investment Partners
Florida
$8.31M +$529K 2 1.76% Increased
248
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$8.09M -$1.33M 2 0.05% Reduced
249
ALPS Advisors
ALPS Advisors
Colorado
$8.06M +$1.53M 1 0.09% Increased
250
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$8.05M $0 2 0.04% Maintained