← 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
APG Asset Management
APG Asset Management
Netherlands
$17.5M -$2.82M 1 0.04% Reduced
302
ZCM
Ziegler Capital Management
Illinois
$17.5M -$170K 1 0.69% Reduced
303
First National Trust
First National Trust
Pennsylvania
$17.4M -$130K 2 0.93% Reduced
304
VCM
Valiant Capital Management
California
$17.4M +$18.1M 1 1.38% New
305
GCM
Greenland Capital Management
New York
$17.3M +$7.49M 3 1.88% Increased
306
GIA
GHP Investment Advisors
Colorado
$17.2M +$117K 4 1.09% Increased
307
NCM
Narwhal Capital Management
Georgia
$17.1M -$182K 2 2.14% Reduced
308
Fisher Asset Management
Fisher Asset Management
Washington
$17.1M -$1.32M 3 0.01% Reduced
309
Moore Capital Management
Moore Capital Management
New York
$16.9M +$17M 2 0.36% New
310
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$16.8M -$12.9M 3 0.21% Reduced
311
GAMCO Investors
GAMCO Investors
Connecticut
$16.8M -$2.81M 2 0.18% Reduced
312
BIAS
Beacon Investment Advisory Services
New Jersey
$16.7M -$60.8K 2 0.81% Reduced
313
Burney Company
Burney Company
Virginia
$16.5M -$1.35M 2 0.81% Reduced
314
Eagle Asset Management
Eagle Asset Management
Florida
$16.4M -$80.4M 1 0.1% Reduced
315
Alyeska Investment Group
Alyeska Investment Group
Illinois
$16.4M -$45.4M 1 0.14% Reduced
316
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$16.4M +$4.77M 5 0.65% Increased
317
NP
NS Partners
United Kingdom
$16.2M +$21.3K 1 0.91% Increased
318
SFM
Systematic Financial Management
New Jersey
$16M -$52.5K 2 0.52% Reduced
319
TSAM
Trinity Street Asset Management
United Kingdom
$16M -$222K 1 1.79% Reduced
320
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$16M -$300K 1 1.21% Reduced
321
TC
TwinBeech Capital
New York
$16M +$3.49M 2 0.32% Increased
322
Seizert Capital Partners
Seizert Capital Partners
Michigan
$15.9M -$5.45M 1 0.88% Reduced
323
Xponance
Xponance
Pennsylvania
$15.9M +$2.02M 3 0.23% Increased
324
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$15.7M +$243K 2 0.67% Increased
325
WPI
Walter Public Investments
Canada
$15.6M -$361K 1 4.71% Reduced