← 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
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$26.5M -$1.22M 1 0.45% Reduced
227
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$26.3M $0 1 0.39% Maintained
228
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$26.1M -$796K 1 0.99% Reduced
229
R.M. Davis Inc
R.M. Davis Inc
Maine
$26.1M +$203K 1 0.63% Increased
230
SW
SVB Wealth
Massachusetts
$25.9M -$7.07M 2 0.47% Reduced
231
Great Lakes Advisors
Great Lakes Advisors
Illinois
$25.6M -$1.94M 3 0.26% Reduced
232
RA
Rovida Advisors
Florida
$25.4M $0 1 11.08% Maintained
233
PTC
Philadelphia Trust Company
Pennsylvania
$25.3M +$365K 1 2.4% Increased
234
Congress Wealth Management
Congress Wealth Management
Massachusetts
$25.3M +$302K 4 0.59% Increased
235
RP
Regal Partners
Australia
$25.3M +$11M 1 5.47% Increased
236
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$25.2M +$2.31M 3 0.04% Increased
237
Welch & Forbes
Welch & Forbes
Massachusetts
$25.2M +$624K 2 0.4% Increased
238
Nicholas Company
Nicholas Company
Wisconsin
$25.1M -$4.12K 2 0.48% Reduced
239
AWCI
Alpine Woods Capital Investors
New York
$25.1M -$140K 3 3.92% Reduced
240
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$24.6M +$110K 1 0.91% Increased
241
Palisade Capital Management
Palisade Capital Management
New Jersey
$24.4M +$1.47M 2 0.65% Increased
242
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$24.2M -$1.91M 6 0.11% Reduced
243
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$24.1M +$676K 4 0.19% Increased
244
Rafferty Asset Management
Rafferty Asset Management
New York
$23.7M +$811K 5 0.13% Increased
245
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$23.6M -$3.19M 7 0.15% Reduced
246
Wedge Capital Management
Wedge Capital Management
North Carolina
$23.6M -$10.5M 2 0.38% Reduced
247
CNAM
Campbell Newman Asset Management
Wisconsin
$23.2M +$410K 1 2.08% Increased
248
Capital International Inc
Capital International Inc
California
$23.1M +$9.1M 2 0.42% Increased
249
New York Life Investment Management
New York Life Investment Management
New York
$23.1M -$224K 4 0.24% Reduced
250
Meag Munich Ergo
Meag Munich Ergo
Germany
$23.1M -$283K 1 1% Reduced