← 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
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$17.1M +$600K 1 0.72% Increased
302
Great Lakes Advisors
Great Lakes Advisors
Illinois
$17M +$11.5M 4 0.28% Increased
303
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16.6M -$425K 1 1.31% Reduced
304
OCM
Osterweis Capital Management
California
$16.5M +$7.73M 2 0.9% Increased
305
Swiss Life Asset Management
Swiss Life Asset Management
$16.5M +$817K 1 0.24% Increased
306
OrbiMed
OrbiMed
New York
$16.5M $0 1 0.15% Maintained
307
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$16.5M -$49.8K 3 0.18% Reduced
308
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$16.4M -$11.3M 4 0.21% Reduced
309
Mercer Global Advisors
Mercer Global Advisors
Colorado
$16.4M +$4.51M 3 0.15% Increased
310
William Blair Investment Management
William Blair Investment Management
Illinois
$16.3M -$159M 1 0.05% Reduced
311
Eastern Bank
Eastern Bank
Massachusetts
$16.2M +$48.8K 1 0.87% Increased
312
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$16.2M -$29M 4 0.16% Reduced
313
Cetera Advisors
Cetera Advisors
Colorado
$16M +$8.72M 3 0.44% Increased
314
M&T Bank
M&T Bank
New York
$15.9M +$685K 3 0.07% Increased
315
Oppenheimer & Co
Oppenheimer & Co
New York
$15.7M +$4.46M 5 0.31% Increased
316
B
BP
United Kingdom
$15.6M +$10.1M 3 0.55% Increased
317
Natixis
Natixis
France
$15.6M -$44.1M 2 0.05% Reduced
318
GIPM
G2 Investment Partners Management
New York
$15.6M +$1.72M 1 2.47% Increased
319
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$15.6M +$31.8K 4 0.24% Increased
320
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$15.6M -$1M 1 0.35% Reduced
321
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$15.5M +$7.58M 2 0.26% Increased
322
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M -$49.9K 4 0.19% Reduced
323
Gradient Investments
Gradient Investments
Minnesota
$15.3M +$3.15M 3 0.5% Increased
324
Squarepoint
Squarepoint
New York
$15.3M -$1.76M 7 0.09% Reduced
325
JJIJ
Johnson & Johnson Innovation - JJDC
New Jersey
$15.2M $0 1 1.97% Maintained