← 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
251	Fjarde Ap-fonden Stockholm, Sweden	$8.24M	-$853K	2	0.18%	Reduced
252	Mutual of America Capital Management New York	$8.14M	+$87.1K	3	0.19%	Increased
253	M&T Bank Buffalo, New York	$8.1M	+$6.11M	4	0.05%	Increased
254	DCM Dupont Capital Management Wilmington, Delaware	$8.06M	-$2.18M	2	0.14%	Reduced
255	CIC Canal Insurance Company Greenville, South Carolina	$8.02M	$0	2	2.54%	Maintained
256	CAD Craig A. Drill	$7.95M	$0	1	11.32%	Maintained
257	Baillie Gifford & Co Edinburgh, United Kingdom	$7.93M	-$701K	1	0.02%	Reduced
258	SAM Shell Asset Management The Hague, Netherlands	$7.93M	-$1.29K	2	0.12%	Reduced
259	MPM Meritage Portfolio Management Overland Park, Kansas	$7.88M	-$72.6K	1	0.9%	Reduced
260	DILH Dai-ichi Life Holdings Tokyo, Japan	$7.86M	-$21K	2	0.23%	Reduced
261	Rothschild & Co Asset Management US Stamford, Connecticut	$7.86M	+$269K	1	0.17%	Increased
262	OA Oak Associates Akron, Ohio	$7.78M	-$266K	1	0.96%	Reduced
263	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$7.66M	-$213K	1	1.13%	Reduced
264	Barings Charlotte, North Carolina	$7.62M	$0	2	0.17%	Maintained
265	Hennessy Advisors Inc Novato, California	$7.51M	-$215K	1	0.22%	Reduced
266	LG Leuthold Group Minneapolis, Minnesota	$7.28M	-$358K	1	0.66%	Reduced
267	QCMC Quantum Capital Management (California) San Francisco, California	$7.21M	-$591K	1	1.42%	Reduced
268	Raymond James & Associates St Petersburg, Florida	$7.18M	+$440K	4	0.04%	Increased
269	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6.97M	+$50.3K	3	0.34%	Increased
270	TAM THB Asset Management Norwalk, Connecticut	$6.95M	-$4.43M	1	0.48%	Reduced
271	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$6.91M	-$1K	1	1.15%	Reduced
272	ANI American National Insurance Galveston, Texas	$6.6M	$0	1	0.4%	Maintained
273	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.6M	-$88.4K	2	0.09%	Reduced
274	CIM Calvert Investment Management Bethesda, Maryland	$6.59M	+$2.14M	1	0.49%	Increased
275	MI Markston International White Plains, New York	$6.59M	-$46.8K	1	0.4%	Reduced