← 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
SST
S Squared Technology
New York
$19.2M +$1.14M 1 17.46% Increased
227
GIP
Granite Investment Partners
California
$19M +$80.6K 3 1.2% Increased
228
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19M +$404K 5 0.1% Increased
229
Tredje AP-fonden
Tredje AP-fonden
Sweden
$18.8M +$748K 2 0.64% Increased
230
US Bancorp
US Bancorp
Minnesota
$18.8M +$164K 6 0.06% Increased
231
TimesSquare Capital Management
TimesSquare Capital Management
New York
$18.6M -$4.19M 1 0.12% Reduced
232
Kennedy Capital Management
Kennedy Capital Management
Missouri
$18.4M -$5.28M 1 0.33% Reduced
233
MUFG Americas
MUFG Americas
New York
$18.3M -$313K 1 0.54% Reduced
234
FAM
Foundation Asset Management
New York
$18.1M -$1.36M 1 5.45% Reduced
235
HighTower Advisors
HighTower Advisors
Illinois
$18.1M -$2.21M 3 0.15% Reduced
236
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$18.1M $0 1 0.09% Maintained
237
First Eagle Investment Management
First Eagle Investment Management
New York
$18.1M -$189M 1 0.04% Reduced
238
RCYC
Richard C. Young & Co
Rhode Island
$17.9M +$172K 1 3.38% Increased
239
Nomura Holdings
Nomura Holdings
Japan
$17.9M -$9.51M 2 0.03% Reduced
240
Colony Group
Colony Group
Massachusetts
$17.5M -$482K 2 1.1% Reduced
241
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$17.5M +$1.81M 1 0.41% Increased
242
Laurion Capital Management
Laurion Capital Management
New York
$17.1M -$3.87M 2 0.09% Reduced
243
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$16.9M +$7.96M 4 0.4% Increased
244
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$16.8M +$6.19M 2 0.39% Increased
245
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$16.7M +$96.9K 3 0.28% Increased
246
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$16.7M -$555K 2 1.37% Reduced
247
Pendal Group
Pendal Group
Australia
$16.5M -$1.34M 2 0.21% Reduced
248
Oppenheimer & Co
Oppenheimer & Co
New York
$16.1M -$261K 4 0.42% Reduced
249
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16M -$79.7K 1 1.69% Reduced
250
Old National Bancorp
Old National Bancorp
Indiana
$16M -$576K 2 0.82% Reduced