← 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
276	Teacher Retirement System of Texas Austin, Texas	$44M	+$11.2M	4	0.12%	Increased
277	CIC Canal Insurance Company Greenville, South Carolina	$43.9M	+$1M	5	9.62%	Increased
278	Ceredex Value Advisors Orlando, Florida	$43.6M	+$47.7M	1	1.23%	New
279	Calamos Advisors Naperville, Illinois	$43.6M	-$2.53M	2	0.15%	Reduced
280	Czech National Bank Prague, Czech Republic	$43.6M	+$1.9M	3	0.24%	Increased
281	Nisa Investment Advisors St. Louis, Missouri	$43.2M	-$512K	9	0.13%	Reduced
282	Guggenheim Capital Chicago, Illinois	$42.8M	+$2.82M	6	0.27%	Increased
283	MML Investors Services Springfield, Massachusetts	$42.7M	+$10M	7	0.09%	Increased
284	Welch & Forbes Boston, Massachusetts	$41.9M	+$308K	2	0.51%	Increased
285	SAM Scopus Asset Management New York	$41.8M	+$33.4M	1	0.59%	Increased
286	Clear Street New York	$41.6M	-$20.2M	6	0.11%	Reduced
287	Primecap Management Pasadena, California	$41.6M	$0	1	0.02%	Maintained
288	SFM Stack Financial Management Whitefish, Montana	$41.3M	+$250K	1	3.22%	Increased
289	GIA GHP Investment Advisors Denver, Colorado	$41M	+$462K	5	1.51%	Increased
290	Jupiter Asset Management London, United Kingdom	$41M	+$33.9M	1	0.2%	Increased
291	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$40.7M	+$2.76M	1	2.06%	Increased
292	Needham Investment Management New York	$40.2M	+$24.6M	4	1.21%	Increased
293	Vinva Investment Management Sydney, Australia	$40.1M	+$34.4M	3	0.27%	Increased
294	O'Shaughnessy Asset Management Stamford, Connecticut	$40M	-$5.01M	6	0.18%	Reduced
295	Nicholas Company Milwaukee, Wisconsin	$39.9M	-$953K	2	0.73%	Reduced
296	Sanctuary Advisors Indianapolis, Indiana	$39.8M	+$637K	7	0.18%	Increased
297	Midwest Trust Overland Park, Kansas	$39.7M	+$504K	3	0.45%	Increased
298	Driehaus Capital Management Chicago, Illinois	$39.5M	-$26.5M	1	0.23%	Reduced
299	ExodusPoint Capital Management New York	$39.4M	+$18.1M	9	0.25%	Increased
300	Bank of Nova Scotia Toronto, Ontario, Canada	$39.3M	+$1.62M	4	0.06%	Increased