← 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	Sterling Capital Management Charlotte, North Carolina	$6.33M	+$4.9M	3	0.07%	Increased
277	Adage Capital Partners Boston, Massachusetts	$6.33M	+$6.14M	1	0.02%	New
278	Oregon Public Employees Retirement Fund Tigard, Oregon	$6.14M	+$45.2K	2	0.25%	Increased
279	GIA Gargoyle Investment Advisor Englewood, New Jersey	$6M	$0	2	3.71%	Maintained
280	RCM Riverhead Capital Management Wilmington, Delaware	$5.96M	-$499K	1	0.19%	Reduced
281	BT Beacon Trust Morristown, New Jersey	$5.86M	+$5.27M	1	1.08%	Increased
282	MPM Meritage Portfolio Management Overland Park, Kansas	$5.79M	+$38.6K	1	0.75%	Increased
283	Natixis Advisors Boston, Massachusetts	$5.75M	-$893K	2	0.11%	Reduced
284	WAM World Asset Management Detroit, Michigan	$5.7M	-$541K	4	0.14%	Reduced
285	AIP ARS Investment Partners New York	$5.7M	-$1M	1	0.97%	Reduced
286	BPBT Boston Private Bank & Trust Boston, Massachusetts	$5.59M	+$503K	2	0.31%	Increased
287	NG NatWest Group Edinburgh, Scotland, United Kingdom	$5.54M	-$6.3M	2	0.16%	Reduced
288	Barings Charlotte, North Carolina	$5.51M	-$814K	2	0.24%	Reduced
289	Eagle Asset Management St Petersburg, Florida	$5.48M	+$5.27M	1	0.03%	New
290	LG Leuthold Group Minneapolis, Minnesota	$5.41M	+$5.24M	1	0.5%	New
291	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.24M	+$138K	1	1.46%	Increased
292	Utah Retirement Systems Salt Lake City, Utah	$5.16M	-$33.3K	2	0.17%	Reduced
293	DILH Dai-ichi Life Holdings Tokyo, Japan	$5.02M	$0	2	0.18%	Maintained
294	MI Markston International White Plains, New York	$4.99M	$0	1	0.34%	Maintained
295	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$4.96M	-$355K	1	2.54%	Reduced
296	F&C Asset Management Edinburgh, Scotland, United Kingdom	$4.96M	-$1.19M	2	0.06%	Reduced
297	MRM Michael R. Murphy	$4.91M	+$4.48M	1	2.03%	New
298	GIM Groesbeck Investment Management Paramus, New Jersey	$4.77M	-$11.1K	1	2.07%	Reduced
299	ANI American National Insurance Galveston, Texas	$4.77M	$0	1	0.34%	Maintained
300	Bessemer Group Woodbridge, New Jersey	$4.77M	+$2.14M	2	0.04%	Increased