← 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	DCM Dupont Capital Management Wilmington, Delaware	$15.5M	+$7.63M	3	0.34%	Increased
302	Engineers Gate Manager New York	$15.5M	-$6.46M	4	0.73%	Reduced
303	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$15.4M	-$58.4K	2	1.62%	Reduced
304	Swiss Life Asset Management Zurich,	$15.3M	+$421K	1	0.23%	Increased
305	Jane Street New York	$15.3M	-$46.2M	6	0.01%	Reduced
306	NAM NorthCoast Asset Management Greenwich, Connecticut	$15.3M	+$12.6M	3	0.78%	Increased
307	PGGM Investments Zeist, Netherlands	$15.1M	+$15.6M	1	0.08%	New
308	Adams Diversified Equity Fund Baltimore, Maryland	$15.1M	$0	1	0.74%	Maintained
309	PineBridge Investments New York	$15M	-$1.92M	2	0.26%	Reduced
310	MNBTD Moody National Bank Trust Division Galveston, Texas	$15M	-$5.54K	1	0.46%	Reduced
311	Bank of Nova Scotia Toronto, Ontario, Canada	$14.9M	-$90.8M	3	0.04%	Reduced
312	OrbiMed New York	$14.7M	$0	1	0.18%	Maintained
313	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$14.6M	-$855K	4	0.04%	Reduced
314	RI Redwood Investments Boston, Massachusetts	$14.6M	+$5M	1	1.23%	Increased
315	Regions Financial Corp Birmingham, Alabama	$14.5M	+$723K	3	0.16%	Increased
316	CEI Clark Estates Inc New York	$14.4M	+$14.9M	1	2.36%	New
317	SAM Sandbar Asset Management London, United Kingdom	$14.4M	+$7.63M	2	3.59%	Increased
318	PEAK6 Investments Chicago, Illinois	$14.4M	+$14.2M	5	0.04%	Increased
319	VCM Vigilant Capital Management Portland, Maine	$14.2M	+$930K	1	1.55%	Increased
320	Oppenheimer Asset Management New York	$14.2M	+$31K	4	0.28%	Increased
321	MSA Mason Street Advisors Milwaukee, Wisconsin	$14.1M	-$205K	4	0.28%	Reduced
322	ANI American National Insurance Galveston, Texas	$14M	$0	1	0.67%	Maintained
323	NCM Narwhal Capital Management Marietta, Georgia	$13.7M	+$4.08M	2	2.21%	Increased
324	Tudor Investment Corp Stamford, Connecticut	$13.7M	-$1.95M	4	0.59%	Reduced
325	Parallax Volatility Advisers San Francisco, California	$13.6M	-$306K	2	0.01%	Reduced