← 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
Fred Alger Management
Fred Alger Management
New York
$34.4M +$1.37M 2 0.13% Increased
302
R.M. Davis Inc
R.M. Davis Inc
Maine
$34.1M -$185K 2 0.59% Reduced
303
MML Investors Services
MML Investors Services
Massachusetts
$34M +$2.93M 6 0.08% Increased
304
RCW
Rheos Capital Works
Japan
$33.9M -$798K 1 2.17% Reduced
305
GIA
GHP Investment Advisors
Colorado
$33.8M +$1.48M 5 1.39% Increased
306
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$33.3M -$563K 5 0.25% Reduced
307
Conning Inc
Conning Inc
Connecticut
$32.8M -$1.68M 2 1.1% Reduced
308
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$32.2M +$602K 2 0.23% Increased
309
OCM
Osterweis Capital Management
California
$32.1M -$1.23M 2 1.36% Reduced
310
Group One Trading
Group One Trading
Illinois
$32M +$3.34M 10 0.06% Increased
311
Macquarie Group
Macquarie Group
Australia
$31.6M -$392M 3 0.14% Reduced
312
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$31.4M +$4.36M 1 0.58% Increased
313
ELI
Empire Life Investments
Ontario, Canada
$31M -$2.11M 1 1.75% Reduced
314
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$30.9M -$556K 9 0.79% Reduced
315
Junto Capital Management
Junto Capital Management
New York
$30.9M +$31.4M 1 0.68% New
316
Tidal Investments
Tidal Investments
Wisconsin
$30.8M +$5.63M 6 0.07% Increased
317
Canoe Financial
Canoe Financial
Alberta, Canada
$29.8M -$15.1M 1 0.4% Reduced
318
NIP
Nicholas Investment Partners
California
$29.8M -$1.84M 1 2.17% Reduced
319
Quadrature Capital
Quadrature Capital
United Kingdom
$29.6M +$4.21M 5 0.3% Increased
320
Capital Group Private Client Services
Capital Group Private Client Services
California
$29.5M -$1.34M 1 0.47% Reduced
321
RCYC
Richard C. Young & Co
Rhode Island
$29.1M +$273K 2 2.61% Increased
322
Advisors Asset Management
Advisors Asset Management
Colorado
$28.8M -$1.15M 6 0.48% Reduced
323
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$28.7M +$225K 3 0.23% Increased
324
Acadian Asset Management
Acadian Asset Management
Massachusetts
$28.6M +$15.8M 5 0.05% Increased
325
DnB Asset Management
DnB Asset Management
Norway
$28.6M +$11.7M 6 0.1% Increased