← 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	HM HCSF Management San Francisco, California	$14.4M	$0	1	11.32%	Maintained
227	D.E. Shaw & Co New York	$14.3M	-$66.6M	5	0.03%	Reduced
228	Federated Hermes Pittsburgh, Pennsylvania	$14.2M	-$12.4M	4	0.04%	Reduced
229	Carnegie Investment Counsel Pepper Pike, Ohio	$14M	-$129K	1	2.15%	Reduced
230	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14M	-$491K	1	0.89%	Reduced
231	BT Beacon Trust Morristown, New Jersey	$14M	-$1.05M	1	2.43%	Reduced
232	CC Cadinha & Co Honolulu, Hawaii	$13.5M	-$30.2K	1	3.49%	Reduced
233	Gulf International Bank (UK) London, United Kingdom	$13.5M	-$142K	2	0.23%	Reduced
234	DILH Dai-ichi Life Holdings Tokyo, Japan	$13.4M	+$2.03M	2	0.4%	Increased
235	Kennedy Capital Management St Louis, Missouri	$13.3M	+$211K	2	0.27%	Increased
236	AIC AWM Investment Company New York	$13.3M	$0	1	2.78%	Maintained
237	MUFG Americas New York	$13.2M	-$956K	2	0.47%	Reduced
238	Palisade Capital Management Fort Lee, New Jersey	$13.1M	+$2.07M	1	0.43%	Increased
239	US Bancorp Minneapolis, Minnesota	$13.1M	-$347K	5	0.05%	Reduced
240	CC Clearline Capital New York	$13.1M	-$21.5M	1	3.28%	Reduced
241	SWITC Stewart West Indies Trading Company Boulder, Colorado	$12.9M	$0	1	1.29%	Maintained
242	Mackenzie Financial Toronto Ontario, Ontario, Canada	$12.7M	+$2.05M	2	0.12%	Increased
243	SCM Suffolk Capital Management New York	$12.3M	+$624K	2	1.63%	Increased
244	M&T Bank Buffalo, New York	$12.1M	+$957K	4	0.08%	Increased
245	Mutual of America Capital Management New York	$11.8M	+$296K	3	0.26%	Increased
246	CCMH Cornerstone Capital Management Holdings New York	$11.6M	-$2.09M	3	0.1%	Reduced
247	Första AP-fonden Stockholm, Sweden	$11.5M	-$30.4M	1	2.79%	Reduced
248	Advisors Asset Management Monument, Colorado	$11.5M	+$1.56M	4	0.19%	Increased
249	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$11.3M	+$434K	1	2.36%	Increased
250	Capital Guardian Trust Los Angeles, California	$11.2M	+$10.4M	2	0.09%	Increased