← 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
FTCM
Fir Tree Capital Management
New York
$30.1M +$30.5M 1 2.97% New
227
Hood River Capital Management
Hood River Capital Management
Florida
$29.6M -$1.88M 1 1.28% Reduced
228
US Bancorp
US Bancorp
Minnesota
$29.5M +$1.86M 6 0.08% Increased
229
RHBC
R.H. Bluestein & Co
Michigan
$29.4M +$8.93M 3 1.47% Increased
230
SGAM
Smith Group Asset Management
Texas
$29.3M -$5.81M 2 1.23% Reduced
231
KBC Group
KBC Group
Belgium
$28.4M +$4.29M 3 0.18% Increased
232
Pinnacle Associates
Pinnacle Associates
New York
$28.1M +$1.22M 3 0.62% Increased
233
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$28.1M +$6.07M 2 0.19% Increased
234
Squarepoint
Squarepoint
New York
$28M -$2.49M 5 0.17% Reduced
235
Regions Financial Corp
Regions Financial Corp
Alabama
$27.8M +$3.64M 3 0.29% Increased
236
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$27.7M +$217K 3 0.86% Increased
237
Burney Company
Burney Company
Virginia
$27.6M -$4.79M 2 1.52% Reduced
238
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$27.6M -$2.77M 4 0.36% Reduced
239
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$27.5M +$1.13M 4 0.18% Increased
240
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$27.3M +$28.7K 3 0.23% Increased
241
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$27M +$734K 3 0.17% Increased
242
GIP
Granite Investment Partners
California
$26.9M +$501K 2 1.27% Increased
243
TPSF
Texas Permanent School Fund
Texas
$26.8M -$983K 4 0.41% Reduced
244
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.4M +$12.9M 3 0.2% Increased
245
CC
Cipher Capital
New York
$26.1M +$20.5M 2 1.85% Increased
246
RG
Renaissance Group
Kentucky
$25.9M -$906K 1 1.06% Reduced
247
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$25.8M +$3.64M 7 0.34% Increased
248
CIC
Canal Insurance Company
South Carolina
$25.7M +$3.52M 4 9.17% Increased
249
Guggenheim Capital
Guggenheim Capital
Illinois
$25.7M +$10.8M 4 0.19% Increased
250
ACI
AMP Capital Investors
Australia
$25.2M +$600K 2 0.14% Increased
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