← 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
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$38M +$2.37M 5 0.2% Increased
252
LBP AM
LBP AM
France
$38M +$10M 4 0.53% Increased
253
Danske Bank
Danske Bank
Denmark
$37.8M +$13.9M 3 0.09% Increased
254
Welch & Forbes
Welch & Forbes
Massachusetts
$37.4M +$274K 2 0.47% Increased
255
Midwest Trust
Midwest Trust
Kansas
$37.2M +$36.5M 2 0.51% New
256
William Blair & Company
William Blair & Company
Illinois
$36.6M +$4.63M 3 0.1% Increased
257
SFM
Stack Financial Management
Montana
$36.3M -$567K 1 3.21% Reduced
258
Verition Fund Management
Verition Fund Management
Connecticut
$36.2M -$7.95M 9 0.16% Reduced
259
CS
Central Securities
New York
$35.9M $0 1 3.16% Maintained
260
Aberdeen Group
Aberdeen Group
United Kingdom
$35.2M +$2.62M 3 0.06% Increased
261
IP
Interval Partners
New York
$35.1M +$20.1M 2 0.6% Increased
262
Seven Grand Managers
Seven Grand Managers
New York
$34.5M +$28.2M 2 4.13% New
263
Hancock Whitney
Hancock Whitney
Mississippi
$34.3M +$25.8M 2 0.66% Increased
264
BGM
Burkehill Global Management
New York
$34.2M +$28.9M 2 2.53% New
265
Czech National Bank
Czech National Bank
Czech Republic
$33.9M +$1.82M 3 0.26% Increased
266
Cartenna Capital
Cartenna Capital
Connecticut
$33.9M +$5.42M 1 1.2% Increased
267
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$33.6M -$10.5M 1 0.7% Reduced
268
Sanctuary Advisors
Sanctuary Advisors
Indiana
$33.1M +$371K 6 0.21% Increased
269
SIC
Schwartz Investment Counsel
Michigan
$32.9M $0 1 1.08% Maintained
270
CCPM
Cooper Creek Partners Management
New York
$32.7M +$8.42M 1 1.01% Increased
271
Pathstone Holdings
Pathstone Holdings
New Jersey
$32.6M -$3.4M 6 0.13% Reduced
272
R.M. Davis Inc
R.M. Davis Inc
Maine
$32.4M -$412K 2 0.6% Reduced
273
TimesSquare Capital Management
TimesSquare Capital Management
New York
$32.1M -$911K 1 0.46% Reduced
274
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$32M -$102K 1 0.41% Reduced
275
Tocqueville Asset Management
Tocqueville Asset Management
New York
$31.9M -$8.33M 2 0.49% Reduced