← 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	CGM Capital Growth Management Boston, Massachusetts	$20.8M	+$23.9M	2	2.92%	New
252	HCM Hilton Capital Management Garden City, New York	$20.7M	-$362K	1	3.74%	Reduced
253	Colony Group Boston, Massachusetts	$20.6M	-$500K	2	0.67%	Reduced
254	Fiera Capital (Canada) Montreal, Quebec, Canada	$20.6M	-$568K	2	0.09%	Reduced
255	Heard Capital LLC Chicago, Illinois	$20.5M	+$9.76M	2	12.2%	Increased
256	Adams Diversified Equity Fund Baltimore, Maryland	$20.2M	+$4.43M	1	1.28%	Increased
257	Panagora Asset Management Boston, Massachusetts	$20.2M	-$11M	3	0.14%	Reduced
258	MLICM Metropolitan Life Insurance Company (MetLife) New York	$19.9M	-$470K	6	0.41%	Reduced
259	ACI AMP Capital Investors Sydney, Australia	$19.9M	-$3.25M	2	0.15%	Reduced
260	Country Trust Bank Bloomington, Illinois	$19.8M	+$3.33M	2	0.89%	Increased
261	MCM McKinley Capital Management Anchorage, Alaska	$19.5M	-$179K	2	1.56%	Reduced
262	Atalanta Sosnoff Capital New York	$19.3M	+$21.5M	2	0.69%	Increased
263	CIC Canal Insurance Company Greenville, South Carolina	$18.9M	-$7.86M	4	7.28%	Reduced
264	Utah Retirement Systems Salt Lake City, Utah	$18.7M	-$34.8K	3	0.41%	Reduced
265	TCW Group Los Angeles, California	$18.7M	+$21.3M	1	0.26%	New
266	MSA Mason Street Advisors Milwaukee, Wisconsin	$18.7M	$0	4	0.43%	Maintained
267	TAM Taurus Asset Management New York	$18.5M	+$160K	1	3.07%	Increased
268	KeyBank National Association Cleveland, Ohio	$18.5M	-$450K	3	0.12%	Reduced
269	Weiss Multi-Strategy Advisers New York	$18.4M	-$13.1M	2	0.72%	Reduced
270	Man Group London, United Kingdom	$18.4M	-$90.7M	2	0.12%	Reduced
271	Guggenheim Capital Chicago, Illinois	$18M	-$5.53M	4	0.18%	Reduced
272	AIP ARS Investment Partners New York	$17.7M	+$1.35M	2	4.28%	Increased
273	MUFG Americas New York	$17.6M	-$125K	2	0.58%	Reduced
274	Cambridge Investment Research Advisors Fairfield, Iowa	$17.5M	+$4.24M	5	0.17%	Increased
275	Schroder Investment Management Group London, United Kingdom	$17.5M	+$15.9M	3	0.04%	Increased