← 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	Avalon Investment & Advisory Houston, Texas	$12.7M	+$11.7M	1	0.28%	New
277	Oregon Public Employees Retirement Fund Tigard, Oregon	$12.6M	+$21K	4	0.17%	Increased
278	GHCM Glen Harbor Capital Management San Diego, California	$12.6M	+$4.58M	4	0.26%	Increased
279	MAM Mastrapasqua Asset Management Nashville, Tennessee	$12.6M	-$273K	2	2.38%	Reduced
280	NP NS Partners London, United Kingdom	$12.5M	-$1.31M	1	1.15%	Reduced
281	Amalgamated Bank New York	$12.5M	-$1.07M	5	0.29%	Reduced
282	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.5M	-$332K	1	1.97%	Reduced
283	HA Heartland Advisors Milwaukee, Wisconsin	$12.3M	-$482K	1	0.91%	Reduced
284	Picton Mahoney Asset Management Toronto, Ontario, Canada	$12.3M	-$1.07M	1	0.85%	Reduced
285	Nomura Asset Management Tokyo, Japan	$12.2M	-$4.01M	2	0.12%	Reduced
286	CCI Columbus Circle Investors	$12.1M	+$10.7M	2	0.32%	New
287	JIR James Investment Research Alpha, Ohio	$12.1M	+$1.84M	2	0.88%	Increased
288	Chilton Capital Management Houston, Texas	$11.8M	+$225K	1	1.01%	Increased
289	Meitav Investment House Bene-Beraq, Israel	$11.8M	+$999K	2	0.78%	Increased
290	Oppenheimer & Co New York	$11.7M	-$2.1M	4	0.32%	Reduced
291	Guggenheim Capital Chicago, Illinois	$11.6M	+$1.65M	4	0.09%	Increased
292	Capital Fund Management (CFM) Paris, France	$11.6M	+$1.76M	3	0.11%	Increased
293	Schonfeld Strategic Advisors New York	$11.4M	-$7.26M	1	0.4%	Reduced
294	Pacer Advisors Malvern, Pennsylvania	$11.3M	+$3.68M	3	0.28%	Increased
295	M&T Bank Buffalo, New York	$11.3M	-$330K	3	0.06%	Reduced
296	Dai-ichi Life Insurance Company Tokyo, Japan	$11.2M	+$515K	2	0.27%	Increased
297	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$11.1M	-$705K	1	1.2%	Reduced
298	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$11.1M	+$7.79M	3	0.1%	Increased
299	MCIM Meadow Creek Investment Management Atlanta, Georgia	$11.1M	+$8M	4	0.22%	Increased
300	MIM Martin Investment Management Palm Beach Gardens, Florida	$11M	-$635K	1	2.75%	Reduced