← 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
ProShare Advisors
ProShare Advisors
Maryland
$16.2M +$2.02M 5 0.06% Increased
302
CIC
Canal Insurance Company
South Carolina
$16.2M -$3.06M 4 6.75% Reduced
303
Squarepoint
Squarepoint
New York
$16.2M -$16.6M 5 0.12% Reduced
304
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$15.9M -$1.21M 2 1.41% Reduced
305
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$15.8M +$14.4M 1 1.08% New
306
NCM
Narwhal Capital Management
Georgia
$15.7M +$1.49M 2 2.23% Increased
307
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$15.6M -$63.4K 3 0.17% Reduced
308
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$15.6M -$1.74M 3 0.2% Reduced
309
SM
Saya Management
New York
$15.6M -$10.5M 1 9.1% Reduced
310
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$15.6M -$8.87K 1 0.7% Reduced
311
Eastern Bank
Eastern Bank
Massachusetts
$15.2M +$50.8K 1 0.85% Increased
312
DCM
Dupont Capital Management
Delaware
$15.1M -$2.35M 3 0.32% Reduced
313
NI
Nuance Investments
Missouri
$14.9M +$15M 1 0.29% New
314
OrbiMed
OrbiMed
New York
$14.8M $0 1 0.13% Maintained
315
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.8M -$361K 4 0.03% Reduced
316
MSA
Mason Street Advisors
Wisconsin
$14.7M -$407K 4 0.25% Reduced
317
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$14.6M -$1.18M 4 0.24% Reduced
318
Swiss Life Asset Management
Swiss Life Asset Management
$14.5M -$2.46M 1 0.21% Reduced
319
M&T Bank
M&T Bank
New York
$14.3M +$527K 3 0.06% Increased
320
AO
Advisor OS
Illinois
$14.3M +$15.1M 1 3.83% New
321
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M -$4.84M 5 0.11% Reduced
322
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$14.2M -$2.49M 1 0.64% Reduced
323
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.1M +$3.1M 4 0.2% Increased
324
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$14M -$384K 3 0.07% Reduced
325
AP
Atwood & Palmer
Missouri
$13.9M +$810K 3 1.5% Increased
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