← 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	CIC Canal Insurance Company Greenville, South Carolina	$7.46M	-$4.48M	2	2.48%	Reduced
277	OA Oak Associates Akron, Ohio	$7.46M	+$6.97M	1	0.81%	New
278	BT Beacon Trust Morristown, New Jersey	$7.35M	+$283K	1	1.26%	Increased
279	TAM THB Asset Management Norwalk, Connecticut	$7.07M	-$335K	1	0.39%	Reduced
280	BPBT Boston Private Bank & Trust Boston, Massachusetts	$6.95M	+$330K	2	0.35%	Increased
281	Jacobs Levy Equity Management Florham Park, New Jersey	$6.94M	+$1.73M	3	0.1%	Increased
282	HighTower Advisors Chicago, Illinois	$6.87M	+$1.57M	3	0.14%	Increased
283	CIP Convergence Investment Partners Palm Beach Gardens, Florida	$6.85M	-$2.71M	2	1.11%	Reduced
284	Fidelity International Hamilton, Bermuda	$6.84M	+$6.21M	1	0.03%	New
285	PP Paloma Partners Greenwich, Connecticut	$6.84M	+$3.6M	2	0.34%	Increased
286	Paradigm Capital Management Inc Albany, New York	$6.79M	-$2.03M	1	0.41%	Reduced
287	HP Harvey Partners Tarrytown, New York	$6.78M	+$1.14M	1	3.02%	Increased
288	LG Leuthold Group Minneapolis, Minnesota	$6.74M	+$223K	1	0.6%	Increased
289	Natixis Advisors Boston, Massachusetts	$6.65M	-$232K	2	0.11%	Reduced
290	MPM Meritage Portfolio Management Overland Park, Kansas	$6.65M	-$289K	1	0.82%	Reduced
291	NG NatWest Group Edinburgh, Scotland, United Kingdom	$6.47M	-$103K	2	0.16%	Reduced
292	Two Sigma Advisers New York	$6.45M	-$10.3M	4	0.06%	Reduced
293	Eagle Asset Management St Petersburg, Florida	$6.38M	-$137K	1	0.04%	Reduced
294	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.31M	+$4.18K	1	1.55%	Increased
295	ACM American Capital Management New York	$6.23M	+$869K	1	0.77%	Increased
296	GGHC Gilder Gagnon Howe & Co New York	$6.2M	+$5.72M	1	0.09%	New
297	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$6.16M	+$5.16M	1	1.39%	Increased
298	LMF LMR Master Fund Grand Cayman, Cayman Islands	$6.12M	+$1.88M	2	0.63%	Increased
299	CONA Capital One National Association New York	$6.09M	+$590K	2	0.59%	Increased
300	MI Markston International White Plains, New York	$5.94M	-$53.5K	1	0.38%	Reduced