← 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
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$25.6M -$43.9M 1 0.09% Reduced
252
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$25.5M +$3.36M 4 0.22% Increased
253
Nicholas Company
Nicholas Company
Wisconsin
$25.4M -$1.25M 2 0.54% Reduced
254
FCI
Financial Counselors Inc
Kansas
$25.3M -$371K 1 0.57% Reduced
255
Seizert Capital Partners
Seizert Capital Partners
Michigan
$25.2M -$60K 1 1.34% Reduced
256
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$25.2M +$24.1M 1 1.21% New
257
Congress Wealth Management
Congress Wealth Management
Massachusetts
$24.9M +$9.17M 4 0.64% Increased
258
TC
Tairen Capital
Hong Kong
$24.7M +$23.7M 1 2.89% New
259
OCM
Osterweis Capital Management
California
$24.7M -$1.02M 1 1.79% Reduced
260
Utah Retirement Systems
Utah Retirement Systems
Utah
$24.5M -$381K 3 0.39% Reduced
261
Mutual of America Capital Management
Mutual of America Capital Management
New York
$24.2M +$718K 4 0.3% Increased
262
Aviva
Aviva
United Kingdom
$24.1M +$4.56M 1 0.12% Increased
263
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23.9M +$781K 3 0.26% Increased
264
ELI
Empire Life Investments
Ontario, Canada
$23.9M -$273K 1 1.64% Reduced
265
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$23.9M +$7.36M 2 0.39% Increased
266
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$23.8M +$97.4K 4 0.3% Increased
267
Palisade Capital Management
Palisade Capital Management
New Jersey
$23.6M +$2.41M 2 0.63% Increased
268
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.5M +$2.49M 5 0.18% Increased
269
Rafferty Asset Management
Rafferty Asset Management
New York
$23.4M +$6.3M 5 0.2% Increased
270
Element Capital Management
Element Capital Management
New York
$23.3M +$23.3M 2 13.84% New
271
VCM
Vigilant Capital Management
Maine
$23.3M +$87K 2 1.99% Increased
272
Welch & Forbes
Welch & Forbes
Massachusetts
$23.1M +$777K 2 0.41% Increased
273
INTECH Investment Management
INTECH Investment Management
Florida
$22.7M +$3.38M 3 0.17% Increased
274
William Blair & Company
William Blair & Company
Illinois
$22.5M -$806K 4 0.1% Reduced
275
Eastern Bank
Eastern Bank
Massachusetts
$22.4M -$64.2K 1 1.2% Reduced