← 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
Advisors Asset Management
Advisors Asset Management
Colorado
$23.6M -$478K 5 0.43% Reduced
252
HCM
Huber Capital Management
California
$23.5M -$1.06M 1 2.91% Reduced
253
KeyBank National Association
KeyBank National Association
Ohio
$23.4M +$14.5K 3 0.13% Increased
254
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$23.3M +$21.2M 2 0.17% Increased
255
HCM
Hilton Capital Management
New York
$23.3M +$1.14M 3 3.02% Increased
256
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$23.2M -$18.8M 1 2.2% Reduced
257
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$22.9M -$7.82M 1 0.52% Reduced
258
Nomura Asset Management
Nomura Asset Management
Japan
$22.8M +$8.71M 2 0.22% Increased
259
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$22.8M +$22M 2 0.29% New
260
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$22.6M -$18.1M 3 0.45% Reduced
261
CC
Cadinha & Co
Hawaii
$22.5M -$303K 1 3.65% Reduced
262
BB&T Securities
BB&T Securities
Virginia
$22.4M +$5.66M 5 0.2% Increased
263
Utah Retirement Systems
Utah Retirement Systems
Utah
$22.2M +$4.09M 3 0.42% Increased
264
Ninety One (UK)
Ninety One (UK)
United Kingdom
$22.1M -$1.52M 1 0.09% Reduced
265
RHBC
R.H. Bluestein & Co
Michigan
$21.7M +$20.2M 2 1.22% Increased
266
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$21.7M +$5.33M 7 0.15% Increased
267
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$21.7M +$4.86M 6 0.35% Increased
268
MUFG Americas
MUFG Americas
New York
$21.7M -$833K 2 0.6% Reduced
269
Country Trust Bank
Country Trust Bank
Illinois
$21.7M +$20.5M 1 0.94% New
270
MSA
Mason Street Advisors
Wisconsin
$21.6M -$646K 4 0.44% Reduced
271
CAM
ClariVest Asset Management
California
$21.4M +$20.3M 1 0.48% New
272
Sit Investment Associates
Sit Investment Associates
Minnesota
$21.4M +$9.32M 2 0.66% Increased
273
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$21.2M +$6.82M 2 1.49% Increased
274
BA
Boston Advisors
Massachusetts
$21M +$16.6M 2 1.1% Increased
275
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$21M +$15M 3 0.04% Increased
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