← 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	Amundi Asset Management US Boston, Massachusetts	$15.9M	-$36.7M	2	0.05%	Reduced
227	Jefferies Group New York	$15.9M	+$3.15M	3	0.11%	Increased
228	FCM Flinton Capital Management Philadelphia, Pennsylvania	$15.8M	-$3.08M	2	0.58%	Reduced
229	CIC Canal Insurance Company Greenville, South Carolina	$15.6M	-$496K	3	5.73%	Reduced
230	Commonwealth Equity Services Waltham, Massachusetts	$15.6M	+$1.19M	4	0.1%	Increased
231	SCM SG Capital Management Chicago, Illinois	$15.5M	+$12.4M	1	2.74%	New
232	MUFG Americas New York	$15.3M	+$126K	2	0.49%	Increased
233	Susquehanna International Group Bala Cynwyd, Pennsylvania	$15.3M	-$729K	3	0.01%	Reduced
234	Colony Group Boston, Massachusetts	$15.2M	+$2.15M	2	1.08%	Increased
235	MAP Managed Asset Portfolios Rochester, Michigan	$14.9M	-$825K	1	4.9%	Reduced
236	Paradigm Capital Management Inc Albany, New York	$14.8M	-$1.95M	1	1.33%	Reduced
237	Old National Bancorp Evansville, Indiana	$14.7M	-$1.24M	2	0.81%	Reduced
238	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$14.7M	-$59.2K	2	0.55%	Reduced
239	RegentAtlantic Capital Morristown, New Jersey	$14.6M	-$194K	1	1.32%	Reduced
240	Bessemer Group Woodbridge, New Jersey	$14.4M	-$6.05M	3	0.06%	Reduced
241	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$14.1M	+$1.5M	3	0.24%	Increased
242	HCM Hilton Capital Management Garden City, New York	$13.8M	+$13.9M	1	2.57%	New
243	RCYC Richard C. Young & Co Newport, Rhode Island	$13.6M	+$142K	1	2.65%	Increased
244	BA Boston Advisors Boston, Massachusetts	$13.4M	-$285K	2	0.31%	Reduced
245	Fjarde Ap-fonden Stockholm, Sweden	$13.2M	+$1.86M	2	0.27%	Increased
246	Baillie Gifford & Co Edinburgh, United Kingdom	$13.2M	+$1.72M	1	0.02%	Increased
247	AIC AWM Investment Company New York	$13.1M	-$14.2M	2	2.32%	Reduced
248	GIP Granite Investment Partners El Segundo, California	$13.1M	+$288K	1	0.88%	Increased
249	PP Paloma Partners Greenwich, Connecticut	$12.9M	+$7.92M	4	0.15%	Increased
250	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.9M	-$1.8M	1	0.92%	Reduced