← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$32.9M -$29.2M 13 0.01% Reduced
227
Creative Planning
Creative Planning
Kansas
$32.9M +$1.13M 4 0.05% Increased
228
Comerica Bank
Comerica Bank
Texas
$32.7M -$195K 4 0.27% Reduced
229
CCP
Clough Capital Partners
Massachusetts
$32.7M +$9.78M 1 4.06% Increased
230
Pinnacle Associates
Pinnacle Associates
New York
$32.4M -$89.5K 3 0.71% Reduced
231
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$32.2M +$16.3M 4 0.46% Increased
232
Wedge Capital Management
Wedge Capital Management
North Carolina
$31.6M -$630K 1 0.5% Reduced
233
CIM
Chiron Investment Management
New York
$31.5M +$7.41M 2 5.29% Increased
234
Nomura Asset Management
Nomura Asset Management
Japan
$31.3M +$883K 3 0.2% Increased
235
Country Trust Bank
Country Trust Bank
Illinois
$31.1M -$3.7M 2 0.98% Reduced
236
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$30.9M -$10.6M 6 0.07% Reduced
237
Federated Hermes
Federated Hermes
Pennsylvania
$30.7M -$737K 3 0.08% Reduced
238
CIC
Canal Insurance Company
South Carolina
$30.1M -$4.59M 4 8.75% Reduced
239
Huntington National Bank
Huntington National Bank
Ohio
$30M +$13.1M 6 0.32% Increased
240
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$29.9M -$712K 3 0.98% Reduced
241
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$29.8M +$10.4M 5 0.23% Increased
242
MUFG Americas
MUFG Americas
New York
$28.3M -$220K 3 0.64% Reduced
243
Nicholas Company
Nicholas Company
Wisconsin
$28M +$32.7K 2 0.61% Increased
244
Hood River Capital Management
Hood River Capital Management
Florida
$27.9M -$4.34M 2 1.11% Reduced
245
HSBC Holdings
HSBC Holdings
United Kingdom
$27.9M -$3.53M 4 0.04% Reduced
246
Rockefeller Capital Management
Rockefeller Capital Management
New York
$27.6M +$1.23M 9 0.15% Increased
247
SCP
Sandhill Capital Partners
New York
$27.5M -$4.93M 1 2.94% Reduced
248
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$27.4M -$7.9M 1 0.84% Reduced
249
RI
Redwood Investments
Massachusetts
$27M +$4.61M 2 3% Increased
250
VCM
Vigilant Capital Management
Maine
$26.7M -$85.3K 2 2.3% Reduced