← 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
SCM
Sanoor Capital Management
Connecticut
$20.3M +$19.5M 1 6.45% New
227
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$20.2M -$412K 2 0.3% Reduced
228
QS Investors
QS Investors
New York
$20M +$57.3K 2 0.19% Increased
229
PC
Port Capital
Illinois
$20M +$756K 1 2.43% Increased
230
CI Global Investments
CI Global Investments
California
$19.9M -$34.4M 1 0.31% Reduced
231
Altshuler Shaham
Altshuler Shaham
Israel
$19.8M -$1.55M 1 1.05% Reduced
232
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$19.7M +$7.33M 2 0.31% Increased
233
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.6M -$9.29M 1 0.66% Reduced
234
WBC
Westpac Banking Corp
Australia
$19.2M +$3.25M 2 0.33% Increased
235
MUFG Americas
MUFG Americas
New York
$19.2M +$1.07M 2 0.55% Increased
236
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$19.1M -$4.46M 4 0.32% Reduced
237
Artemis Investment Management
Artemis Investment Management
United Kingdom
$18.7M +$18M 1 0.21% New
238
KBC Group
KBC Group
Belgium
$18.7M -$718K 4 0.14% Reduced
239
SST
S Squared Technology
New York
$18.6M -$2.71M 1 14.61% Reduced
240
MAP
Managed Asset Portfolios
Michigan
$18.6M +$23.8K 1 4.92% Increased
241
Meitav Investment House
Meitav Investment House
Israel
$18.6M -$162K 6 0.9% Reduced
242
GIP
Granite Investment Partners
California
$18.6M +$405K 1 1.07% Increased
243
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$18.5M -$56.3K 2 1.85% Reduced
244
GH
GAM Holding
Switzerland
$18.4M -$314K 2 0.67% Reduced
245
R.M. Davis Inc
R.M. Davis Inc
Maine
$18.3M +$510K 2 0.66% Increased
246
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$18.2M -$368K 5 0.31% Reduced
247
Fred Alger Management
Fred Alger Management
New York
$17.4M +$3.4M 2 0.07% Increased
248
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$17.2M -$1.55M 2 0.2% Reduced
249
Advisors Capital Management
Advisors Capital Management
New Jersey
$17.2M +$5.01M 2 1.12% Increased
250
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$17.1M -$6.7M 2 0.18% Reduced