← 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	Pendal Group Sydney, Australia	$16M	-$2.1M	2	0.21%	Reduced
252	KBC Group Brussels, Belgium	$15.9M	-$4.64M	4	0.14%	Reduced
253	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.9M	+$238K	2	1.62%	Increased
254	Colony Group Boston, Massachusetts	$15.9M	-$402K	2	0.83%	Reduced
255	PC Port Capital Chicago, Illinois	$15.5M	+$130K	1	2.02%	Increased
256	RegentAtlantic Capital Morristown, New Jersey	$15.4M	-$204K	1	1.33%	Reduced
257	ANI American National Insurance Galveston, Texas	$15.3M	$0	1	0.76%	Maintained
258	SCM Stevens Capital Management Radnor, Pennsylvania	$15.3M	+$15.4M	2	0.55%	Increased
259	WBC Westpac Banking Corp Sydney, Australia	$15.2M	+$10.8M	2	0.29%	Increased
260	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$15M	+$685K	3	0.22%	Increased
261	Two Sigma Investments New York	$14.9M	-$21.7M	3	0.04%	Reduced
262	MAP Managed Asset Portfolios Rochester, Michigan	$14.5M	+$361K	1	4.24%	Increased
263	Picton Mahoney Asset Management Toronto, Ontario, Canada	$14.4M	-$99.2K	1	1.03%	Reduced
264	Old National Bancorp Evansville, Indiana	$14.3M	-$781K	2	0.74%	Reduced
265	GIP Granite Investment Partners El Segundo, California	$14.1M	+$71.7K	2	0.89%	Increased
266	MSA Mason Street Advisors Milwaukee, Wisconsin	$14M	+$186K	4	0.31%	Increased
267	Copeland Capital Management Conshohocken, Pennsylvania	$13.9M	-$709K	1	0.82%	Reduced
268	ARTA A.R.T. Advisors New York	$13.9M	+$12.5M	3	0.57%	Increased
269	MCM McKinley Capital Management Anchorage, Alaska	$13.9M	-$2.66M	1	0.9%	Reduced
270	RIG Roosevelt Investment Group New York	$13.7M	-$9.09M	1	1.28%	Reduced
271	Utah Retirement Systems Salt Lake City, Utah	$13.7M	-$77.4K	3	0.28%	Reduced
272	Bank of Nova Scotia Toronto, Ontario, Canada	$13.6M	+$4.92M	2	0.07%	Increased
273	ProShare Advisors Bethesda, Maryland	$13.5M	-$579K	5	0.09%	Reduced
274	Advisor Group Phoenix, Arizona	$13.4M	-$657K	7	0.18%	Reduced
275	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$13.3M	-$11.6K	1	1.35%	Reduced