← 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
Pinnacle Associates
Pinnacle Associates
New York
$39.2M +$2.01M 4 0.53% Increased
227
Arizona State Retirement System
Arizona State Retirement System
Arizona
$38.8M -$217K 5 0.24% Reduced
228
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$38.7M +$42M 4 0.08% New
229
Canoe Financial
Canoe Financial
Alberta, Canada
$38.4M -$103K 1 0.63% Reduced
230
Gotham Asset Management
Gotham Asset Management
New York
$38.1M +$13.3M 4 0.36% Increased
231
Martingale Asset Management
Martingale Asset Management
Massachusetts
$37.8M +$6.85M 3 0.92% Increased
232
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$37.1M +$39.8M 1 0.53% New
233
Brown Advisory
Brown Advisory
Maryland
$36.9M -$540K 4 0.05% Reduced
234
Osaic Holdings
Osaic Holdings
Arizona
$36M +$3.76M 13 0.08% Increased
235
Zacks Investment Management
Zacks Investment Management
Illinois
$36M -$4.61M 3 0.33% Reduced
236
PCM
Portolan Capital Management
Massachusetts
$35.6M -$11M 1 2.39% Reduced
237
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$35.1M -$291K 3 0.18% Reduced
238
CRM
Cramer Rosenthal McGlynn
Connecticut
$34.8M +$3.78M 1 1.97% Increased
239
Royce & Associates
Royce & Associates
New York
$34.8M +$7.02M 3 0.32% Increased
240
Cerity Partners
Cerity Partners
New York
$34.3M +$566K 6 0.07% Increased
241
Creative Planning
Creative Planning
Kansas
$34.1M +$976K 7 0.03% Increased
242
CF
Corebridge Financial
Texas
$33.8M -$1.8M 6 0.18% Reduced
243
Sanctuary Advisors
Sanctuary Advisors
Indiana
$33.6M +$323K 5 0.21% Increased
244
Silvercrest Asset Management
Silvercrest Asset Management
New York
$33.5M -$1.03M 4 0.22% Reduced
245
Engineers Gate Manager
Engineers Gate Manager
New York
$33.4M +$29.1M 4 0.58% Increased
246
Gabelli Funds
Gabelli Funds
New York
$33.3M +$114K 5 0.25% Increased
247
Nissay Asset Management
Nissay Asset Management
Japan
$33.2M +$276K 3 0.2% Increased
248
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$33.1M +$1.85M 1 2.4% Increased
249
Mariner
Mariner
Kansas
$32.9M +$166K 6 0.06% Increased
250
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$32.9M -$1.09M 2 0.99% Reduced