← 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	Ninety One (UK) London, United Kingdom	$21.5M	+$1.21M	1	0.07%	Increased
277	KeyBank National Association Cleveland, Ohio	$21.4M	-$371K	3	0.11%	Reduced
278	CC Cadinha & Co Honolulu, Hawaii	$21.2M	+$513K	1	2.99%	Increased
279	MSA Mason Street Advisors Milwaukee, Wisconsin	$21.1M	+$45.8K	4	0.4%	Increased
280	Utah Retirement Systems Salt Lake City, Utah	$21.1M	+$109K	3	0.37%	Increased
281	CIBC Private Wealth Group Atlanta, Georgia	$21M	+$5.52M	2	0.07%	Increased
282	Advisors Asset Management Monument, Colorado	$20.7M	-$2.76M	5	0.36%	Reduced
283	JJIJ Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey	$20.7M	+$19.4M	1	7.45%	New
284	CC Cannell & Co New York	$20.4M	+$20.4M	1	0.73%	New
285	TAM Taurus Asset Management New York	$20.2M	+$10.7M	1	2.63%	Increased
286	MUFG Americas New York	$20.1M	+$198K	2	0.52%	Increased
287	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$19.9M	+$3.14M	2	0.05%	Increased
288	Peregrine Capital Management Minneapolis, Minnesota	$19.5M	-$230K	1	0.5%	Reduced
289	Amalgamated Bank New York	$19.4M	+$579K	5	0.36%	Increased
290	HCM Huber Capital Management El Segundo, California	$19.4M	-$2.22M	1	2.54%	Reduced
291	SCM Stevens Capital Management Radnor, Pennsylvania	$19.2M	+$13.4M	2	1.8%	Increased
292	Country Trust Bank Bloomington, Illinois	$19.2M	-$686K	1	0.76%	Reduced
293	Picton Mahoney Asset Management Toronto, Ontario, Canada	$19.2M	-$508K	2	1.29%	Reduced
294	Brinker Capital Berwyn, Pennsylvania	$19.2M	+$262K	4	0.59%	Increased
295	R.M. Davis Inc Portland, Maine	$18.9M	+$733K	2	0.62%	Increased
296	Carnegie Investment Counsel Pepper Pike, Ohio	$18.7M	-$146K	1	1.08%	Reduced
297	1832 Asset Management Toronto, Ontario, Canada	$18.7M	-$303M	1	0.06%	Reduced
298	AIP ARS Investment Partners New York	$18.5M	+$147K	3	3.1%	Increased
299	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$18.4M	+$314K	2	1.61%	Increased
300	CAM ClariVest Asset Management San Diego, California	$18.2M	-$1.52M	1	0.42%	Reduced