← 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
PTC
Philadelphia Trust Company
Pennsylvania
$25M +$81.4K 1 2.55% Increased
252
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$24.8M -$337K 2 0.99% Reduced
253
Panagora Asset Management
Panagora Asset Management
Massachusetts
$24.8M -$29.7M 3 0.16% Reduced
254
Welch & Forbes
Welch & Forbes
Massachusetts
$24.6M +$3.23M 2 0.42% Increased
255
Moran Wealth Management
Moran Wealth Management
Florida
$24.5M -$297K 1 0.93% Reduced
256
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$24.4M -$2.05M 1 0.54% Reduced
257
Palisade Capital Management
Palisade Capital Management
New Jersey
$24.3M +$744K 2 0.66% Increased
258
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$24.2M -$71.2M 3 0.04% Reduced
259
GIP
Granite Investment Partners
California
$24.2M +$3.95M 2 1.01% Increased
260
RA
Rovida Advisors
Florida
$23.9M $0 1 9.32% Maintained
261
New York Life Investment Management
New York Life Investment Management
New York
$23.7M +$6.04M 4 0.26% Increased
262
Mercer Global Advisors
Mercer Global Advisors
Colorado
$23.6M -$1.31M 4 0.11% Reduced
263
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.6M -$11.3K 4 0.2% Reduced
264
CRM
Cramer Rosenthal McGlynn
Connecticut
$23.5M +$262K 1 1.06% Increased
265
KP
Kiltearn Partners
United Kingdom
$23.4M -$3.53M 1 1.69% Reduced
266
Meag Munich Ergo
Meag Munich Ergo
Germany
$23.4M +$24.4M 1 1.11% New
267
Rafferty Asset Management
Rafferty Asset Management
New York
$23.3M +$1.39M 5 0.16% Increased
268
CNAM
Campbell Newman Asset Management
Wisconsin
$23.1M -$97.9K 1 2.24% Reduced
269
Cerity Partners
Cerity Partners
New York
$22.8M +$1.88M 5 0.05% Increased
270
Mutual of America Capital Management
Mutual of America Capital Management
New York
$22.6M -$70.7K 4 0.27% Reduced
271
Verition Fund Management
Verition Fund Management
Connecticut
$22.6M +$14.9M 4 0.31% Increased
272
AO
Advisor OS
Illinois
$22.3M -$20.9K 2 5.36% Reduced
273
ProShare Advisors
ProShare Advisors
Maryland
$22.3M +$5.37M 5 0.07% Increased
274
VCM
Vigilant Capital Management
Maine
$22.3M +$367K 1 1.81% Increased
275
KeyBank National Association
KeyBank National Association
Ohio
$22.2M -$235K 3 0.11% Reduced