← 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
301	PIA Piedmont Investment Advisors Durham, North Carolina	$7.6M	-$5.43M	1	0.16%	Reduced
302	AC Ascend Capital Orinda, California	$7.51M	+$7.29M	1	0.26%	New
303	NCIM New Century Investment Management Southfield, Michigan	$7.45M	-$367	2	3.44%	Reduced
304	MSA Mason Street Advisors Milwaukee, Wisconsin	$7.33M	-$28.2K	4	0.23%	Reduced
305	MPM Meritage Portfolio Management Overland Park, Kansas	$7.17M	-$3.81M	1	0.81%	Reduced
306	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$7.09M	+$413K	1	0.57%	Increased
307	Glenmede Trust Philadelphia, Pennsylvania	$7.02M	-$21.6M	4	0.05%	Reduced
308	Regions Financial Corp Birmingham, Alabama	$6.93M	+$395K	3	0.09%	Increased
309	NP NS Partners London, United Kingdom	$6.9M	-$75.2K	1	1.23%	Reduced
310	MLL Moody Lynn & Lieberson Boston, Massachusetts	$6.89M	+$6.22M	2	1.08%	Increased
311	Prudential plc London, England, United Kingdom	$6.83M	-$482K	2	0.03%	Reduced
312	Citizens Financial Group Providence, Rhode Island	$6.8M	+$6.31M	2	0.65%	New
313	MI Markston International White Plains, New York	$6.75M	-$236K	1	0.58%	Reduced
314	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$6.74M	-$1.15M	2	0.09%	Reduced
315	SGCIA Smith Graham & Co Investment Advisors Houston, Texas	$6.53M	-$182K	1	0.93%	Reduced
316	JP Morgan Private Wealth Advisors San Francisco, California	$6.52M	+$2.93M	2	0.07%	Increased
317	Hennessy Advisors Inc Novato, California	$6.46M	+$73.3K	1	0.2%	Increased
318	CC Chanos & Company New York	$6.45M	+$606K	1	3.39%	Increased
319	Sterling Capital Management Charlotte, North Carolina	$6.45M	-$8.85M	2	0.06%	Reduced
320	AIP ARS Investment Partners New York	$6.42M	-$236K	1	1.51%	Reduced
321	Silvercrest Asset Management New York	$6.36M	-$12.1M	1	0.09%	Reduced
322	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$6.31M	-$486K	1	0.4%	Reduced
323	BUB BBVA USA Bancshares Houston, Texas	$6.23M	-$1.24M	1	0.46%	Reduced
324	Gotham Asset Management New York	$6.21M	+$3.01M	3	0.07%	Increased
325	BOK Financial Tulsa, Oklahoma	$6.16M	+$356K	2	0.22%	Increased