← 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
Allstate Corporation
Allstate Corporation
Illinois
$14.8M +$9.68M 1 1.41% Increased
227
Two Sigma Advisers
Two Sigma Advisers
New York
$14.5M -$13.8M 1 0.09% Reduced
228
SWITC
Stewart West Indies Trading Company
Colorado
$14.5M $0 1 1.49% Maintained
229
BT
Beacon Trust
New Jersey
$14.4M +$315K 1 2.49% Increased
230
PineBridge Investments
PineBridge Investments
New York
$14.1M -$6.46M 2 0.61% Reduced
231
Nicholas Company
Nicholas Company
Wisconsin
$13.9M +$12.9M 1 0.26% New
232
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$13.8M -$7.55M 2 0.83% Reduced
233
AIC
AWM Investment Company
New York
$13.8M $0 1 2.71% Maintained
234
CCMH
Cornerstone Capital Management Holdings
New York
$13.6M -$4.4M 2 0.11% Reduced
235
MUFG Americas
MUFG Americas
New York
$13.5M -$986K 2 0.49% Reduced
236
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$13.5M +$346K 2 0.23% Increased
237
Suntrust Banks
Suntrust Banks
Georgia
$13.4M +$1.13M 2 0.08% Increased
238
US Bancorp
US Bancorp
Minnesota
$13.4M -$6.11K 5 0.05% Reduced
239
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$13.3M +$4.69M 1 2.3% Increased
240
Kennedy Capital Management
Kennedy Capital Management
Missouri
$13.2M -$576K 2 0.27% Reduced
241
MCM
Mazama Capital Management
Oregon
$13M +$12.2M 2 2.39% Increased
242
Envestnet Asset Management
Envestnet Asset Management
Illinois
$13M +$675K 4 0.06% Increased
243
CC
Cadinha & Co
Hawaii
$12.9M -$91.7K 1 3.07% Reduced
244
SCM
Suffolk Capital Management
New York
$12.8M +$11.9M 1 1.63% New
245
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$12.3M +$281K 4 0.06% Increased
246
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.2M -$3.39M 2 0.03% Reduced
247
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12M -$802K 3 0.1% Reduced
248
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$11.7M -$766K 1 0.42% Reduced
249
Mutual of America Capital Management
Mutual of America Capital Management
New York
$11.5M -$105K 3 0.26% Reduced
250
DILH
Dai-ichi Life Holdings
Japan
$11.2M +$1.63M 2 0.35% Increased
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