← 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
Allianz Asset Management
Allianz Asset Management
Germany
$16.2M +$7.49M 4 0.03% Increased
302
ZCM
Ziegler Capital Management
Illinois
$16.1M -$262K 1 0.64% Reduced
303
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$16.1M +$680K 6 0.5% Increased
304
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$16M +$5.39M 4 0.02% Increased
305
Lazard Asset Management
Lazard Asset Management
New York
$16M +$11.5M 5 0.02% Increased
306
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$15.9M -$11.4M 2 0.16% Reduced
307
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$15.9M +$358K 4 0.05% Increased
308
TCM
Trybe Capital Management
Connecticut
$15.8M +$7.63M 1 5.13% Increased
309
NCM
Narwhal Capital Management
Georgia
$15.8M +$687 2 1.92% Increased
310
JHP
James Hambro & Partners
United Kingdom
$15.7M +$275K 1 1.02% Increased
311
GWM
GDS Wealth Management
Texas
$15.7M +$10.7M 1 2.47% Increased
312
TSAM
Trinity Street Asset Management
United Kingdom
$15.7M +$458K 1 2.02% Increased
313
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$15.7M +$14.8M 3 0.05% Increased
314
Whittier Trust
Whittier Trust
California
$15.5M +$420K 4 0.28% Increased
315
AWAM
Appian Way Asset Management
New York
$15.5M +$16.4M 1 3.71% New
316
VCM
Valiant Capital Management
California
$15.4M $0 1 1.49% Maintained
317
First National Trust
First National Trust
Pennsylvania
$15.4M -$103K 3 0.73% Reduced
318
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$15.4M -$7.63M 5 0.07% Reduced
319
WPI
Walter Public Investments
Canada
$15.3M +$899K 1 3.63% Increased
320
Daiwa Securities Group
Daiwa Securities Group
Japan
$15.3M +$1.76M 5 0.11% Increased
321
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$15.3M -$245K 2 0.19% Reduced
322
Trexquant Investment
Trexquant Investment
Connecticut
$15.3M +$8.22M 2 0.38% Increased
323
NP
NS Partners
United Kingdom
$15.3M -$17.1K 1 0.82% Reduced
324
Swiss Life Asset Management
Swiss Life Asset Management
$15.2M +$6.49M 2 0.24% Increased
325
Gradient Investments
Gradient Investments
Minnesota
$15.2M -$221K 5 0.4% Reduced