← 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
MetLife Investment Management
MetLife Investment Management
New Jersey
$33.9M -$1.04M 6 0.23% Reduced
227
RA
Rovida Advisors
Florida
$32.6M $0 1 11.32% Maintained
228
Nissay Asset Management
Nissay Asset Management
Japan
$32.4M -$98.6K 3 0.22% Reduced
229
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$32.4M +$6.24M 2 0.07% Increased
230
SFM
Stack Financial Management
Montana
$32M +$31.5M 1 2.94% New
231
OCM
Osterweis Capital Management
California
$32M -$781K 1 1.88% Reduced
232
Cartenna Capital
Cartenna Capital
Connecticut
$32M +$14.7M 1 1.75% Increased
233
Cerity Partners
Cerity Partners
New York
$31.1M -$134M 5 0.08% Reduced
234
EULAV Asset Management
EULAV Asset Management
Florida
$31M $0 1 0.85% Maintained
235
FCI
Financial Counselors Inc
Kansas
$30.9M +$1.48M 1 0.52% Increased
236
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$30.8M -$3.61M 5 0.12% Reduced
237
TPSF
Texas Permanent School Fund
Texas
$30.2M +$201K 4 0.24% Increased
238
Jennison Associates
Jennison Associates
New York
$30M -$47.1M 2 0.02% Reduced
239
Gabelli Funds
Gabelli Funds
New York
$29.7M -$589K 4 0.22% Reduced
240
Welch & Forbes
Welch & Forbes
Massachusetts
$29.6M +$2.32M 2 0.41% Increased
241
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$29.5M -$3.98M 3 0.2% Reduced
242
R.M. Davis Inc
R.M. Davis Inc
Maine
$29.5M +$1.46M 1 0.62% Increased
243
Silvercrest Asset Management
Silvercrest Asset Management
New York
$29.4M -$748K 4 0.2% Reduced
244
PTC
Philadelphia Trust Company
Pennsylvania
$29.2M +$1.15M 1 2.34% Increased
245
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$29.1M +$45.7K 4 0.2% Increased
246
VanEck Associates
VanEck Associates
New York
$28.8M +$12M 6 0.04% Increased
247
Mariner
Mariner
Kansas
$28.5M +$338K 6 0.06% Increased
248
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$28.4M -$517K 3 0.03% Reduced
249
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$28.2M +$27.2M 2 1.32% New
250
Cannell & Spears
Cannell & Spears
New York
$28M +$26.4M 3 0.58% Increased