← 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
Pinnacle Associates
Pinnacle Associates
New York
$19.3M +$11.7M 3 0.4% Increased
227
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$19.3M -$1.27M 2 0.29% Reduced
228
JIR
James Investment Research
Ohio
$19.1M -$4.33M 1 0.73% Reduced
229
Nicholas Company
Nicholas Company
Wisconsin
$18.6M -$638K 1 0.44% Reduced
230
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$18.1M +$14.8M 2 0.54% Increased
231
RCYC
Richard C. Young & Co
Rhode Island
$18.1M -$133K 1 3.65% Reduced
232
GH
GAM Holding
Switzerland
$18M -$149K 2 0.63% Reduced
233
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$17.9M +$13.9M 2 0.22% Increased
234
Element Capital Management
Element Capital Management
New York
$17.8M +$4.44M 2 0.47% Increased
235
MUFG Americas
MUFG Americas
New York
$17.6M -$630K 3 0.54% Reduced
236
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$17.4M -$987K 1 0.43% Reduced
237
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$17.4M -$8.96M 1 0.62% Reduced
238
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$17.4M -$572K 1 1.32% Reduced
239
R.M. Davis Inc
R.M. Davis Inc
Maine
$17.2M +$1.85M 2 0.67% Increased
240
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$17.1M +$17.9M 3 0.09% Increased
241
MSL
Mackay Shields LLC
New York
$17M +$1.97M 2 0.12% Increased
242
Tredje AP-fonden
Tredje AP-fonden
Sweden
$16.9M +$83.6K 2 0.59% Increased
243
SST
S Squared Technology
New York
$16.9M $0 1 13.39% Maintained
244
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$16.8M +$766K 5 0.27% Increased
245
Andra AP-fonden
Andra AP-fonden
Sweden
$16.8M -$2.23M 2 0.45% Reduced
246
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$16.6M +$17.9M 1 0.4% New
247
HCM
Hilton Capital Management
New York
$16.5M -$4.46M 2 2.66% Reduced
248
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.1M +$488K 6 0.14% Increased
249
AIM
Assured Investment Management
New York
$16.1M +$6.42M 4 0.3% Increased
250
Oppenheimer & Co
Oppenheimer & Co
New York
$16.1M -$2.65M 4 0.44% Reduced