← 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
CNAM
Campbell Newman Asset Management
Wisconsin
$13.6M -$1.02M 1 2.71% Reduced
227
Sterling Capital Management
Sterling Capital Management
North Carolina
$13.2M -$2.6M 3 0.12% Reduced
228
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$12.9M $0 2 0.05% Maintained
229
TPCM
Tide Point Capital Management
Connecticut
$12.7M +$12.8M 1 1.65% New
230
HA
Heartland Advisors
Wisconsin
$12.7M +$9.42M 2 0.35% Increased
231
LI
LMCG Investments
Massachusetts
$12.6M +$140K 1 0.27% Increased
232
LPL Financial
LPL Financial
California
$12.6M +$5.1M 2 0.06% Increased
233
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$12.4M -$408K 5 0.17% Reduced
234
Point72 Asset Management
Point72 Asset Management
Connecticut
$12M +$8.66M 1 0.08% Increased
235
Barings
Barings
North Carolina
$12M +$3.64M 2 0.36% Increased
236
MUFG Americas
MUFG Americas
New York
$11.9M -$363K 2 0.4% Reduced
237
BT
Beacon Trust
New Jersey
$11.9M -$73.5K 1 1.92% Reduced
238
Andra AP-fonden
Andra AP-fonden
Sweden
$11.9M -$187K 2 0.34% Reduced
239
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.9M +$87.3K 3 0.26% Increased
240
Envestnet Asset Management
Envestnet Asset Management
Illinois
$11.8M +$5.37M 4 0.06% Increased
241
OAM
Origin Asset Management
United Kingdom
$11.8M -$1.52M 1 0.86% Reduced
242
Todd Asset Management
Todd Asset Management
Kentucky
$11.3M +$11.4M 1 0.31% New
243
Natixis Advisors
Natixis Advisors
Massachusetts
$11.3M +$2.67M 1 0.19% Increased
244
CC
Cadinha & Co
Hawaii
$11.3M -$80.4K 1 2.25% Reduced
245
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$11.1M -$200K 2 0.19% Reduced
246
PIA
Piedmont Investment Advisors
North Carolina
$11M +$6.67M 1 0.23% Increased
247
HM
HCSF Management
California
$11M $0 1 9.16% Maintained
248
DA
Denali Advisors
California
$10.9M +$2.99M 2 2.36% Increased
249
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$10.8M -$3.05M 2 0.75% Reduced
250
SG Americas Securities
SG Americas Securities
New York
$10.7M +$7.36M 3 0.07% Increased
8 9
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