← 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
Railway Pension Investments
Railway Pension Investments
United Kingdom
$18.9M $0 1 0.19% Maintained
302
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$18.8M +$507K 6 0.02% Increased
303
ING Group
ING Group
Netherlands
$18.8M +$2.57M 3 0.15% Increased
304
New York Life Investment Management
New York Life Investment Management
New York
$18.6M -$4.84M 4 0.19% Reduced
305
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$18.4M +$10.7M 12 0.23% Increased
306
Daiwa Securities Group
Daiwa Securities Group
Japan
$18.3M +$722K 5 0.11% Increased
307
AIC
AWM Investment Company
New York
$18.3M +$9.81M 2 2.41% Increased
308
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.2M +$931K 5 0.08% Increased
309
SFM
Systematic Financial Management
New Jersey
$18.2M -$1.04M 2 0.54% Reduced
310
Pathstone Holdings
Pathstone Holdings
New Jersey
$18.1M +$17.1M 6 0.1% New
311
CCP
Clough Capital Partners
Massachusetts
$18.1M -$1.38M 1 2% Reduced
312
CS
Central Securities
New York
$17.9M +$4.01M 1 1.94% Increased
313
Gradient Investments
Gradient Investments
Minnesota
$17.8M -$471K 6 0.43% Reduced
314
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$17.8M -$233K 3 0.07% Reduced
315
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$17.7M -$1.36M 4 0.21% Reduced
316
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$17.7M +$17.7M 2 1.88% New
317
Atria Investments
Atria Investments
North Carolina
$17.7M +$4.49M 3 0.27% Increased
318
William Blair & Company
William Blair & Company
Illinois
$17.6M -$2.51M 3 0.06% Reduced
319
AWAM
Appian Way Asset Management
New York
$17.5M -$1.15M 1 3.68% Reduced
320
JHP
James Hambro & Partners
United Kingdom
$17.4M +$654K 1 0.93% Increased
321
NCM
Narwhal Capital Management
Georgia
$17.3M -$494K 2 1.89% Reduced
322
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$17.3M +$107K 1 1.15% Increased
323
TCM
Trybe Capital Management
Connecticut
$17.3M $0 1 4.64% Maintained
324
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$17.2M +$15.6M 3 0.31% New
325
Xponance
Xponance
Pennsylvania
$17M +$749K 3 0.2% Increased