← 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	NIG NFJ Investment Group Dallas, Texas	$34.9M	-$6.89M	3	1.17%	Reduced
252	CS Central Securities New York	$34.8M	+$4.95M	1	3.32%	Increased
253	Rokos Capital Management (UK) London, United Kingdom	$34.8M	+$32.4M	1	0.36%	New
254	Zacks Investment Management Chicago, Illinois	$34.7M	-$1.14M	3	0.32%	Reduced
255	Credit Agricole Montrouge Cedex, France	$34.7M	+$2.76M	3	0.11%	Increased
256	Royce & Associates New York	$34.6M	-$3.17M	3	0.37%	Reduced
257	Acadian Asset Management Boston, Massachusetts	$34.4M	+$29M	2	0.1%	Increased
258	First Financial Bankshares Abilene, Texas	$34.1M	+$33.7M	2	0.74%	Increased
259	CF Corebridge Financial Houston, Texas	$34.1M	-$972K	6	0.2%	Reduced
260	R.M. Davis Inc Portland, Maine	$33.6M	+$419K	2	0.67%	Increased
261	ELI Empire Life Investments Toronto, Ontario, Canada	$32.6M	+$141K	1	2.12%	Increased
262	&Partners Nashville, Tennessee	$32.5M	+$5.21M	5	0.35%	Increased
263	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$32.1M	+$3.12M	5	0.19%	Increased
264	Martingale Asset Management Boston, Massachusetts	$31.9M	-$8.19M	3	0.81%	Reduced
265	SG Americas Securities New York	$31.8M	+$6.79M	5	0.1%	Increased
266	Sanctuary Advisors Indianapolis, Indiana	$31.4M	-$2.76M	5	0.22%	Reduced
267	Welch & Forbes Boston, Massachusetts	$31.3M	+$712K	2	0.41%	Increased
268	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$31.2M	-$6.06M	1	2.25%	Reduced
269	Aberdeen Group Edinburgh, United Kingdom	$30.8M	+$12.1M	3	0.06%	Increased
270	SFM Stack Financial Management Whitefish, Montana	$30.8M	-$345K	1	2.57%	Reduced
271	Czech National Bank Prague, Czech Republic	$30.4M	+$1.49M	3	0.28%	Increased
272	Virginia Retirement Systems Richmond, Virginia	$30.2M	+$28.5M	3	0.22%	New
273	Pathstone Holdings Englewood, New Jersey	$30M	+$1.05M	6	0.13%	Increased
274	Citadel Advisors Miami, Florida	$29.1M	-$169M	6	0.01%	Reduced
275	INTECH Investment Management West Palm Beach, Florida	$28.9M	-$30.5M	6	0.3%	Reduced