← 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
PTC
Philadelphia Trust Company
Pennsylvania
$40.5M -$136K 1 2.86% Reduced
302
Pathstone Holdings
Pathstone Holdings
New Jersey
$40.2M +$896K 6 0.16% Increased
303
Swiss Life Asset Management
Swiss Life Asset Management
$39.7M +$6.51M 7 0.19% Increased
304
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$39.3M +$5.29M 3 0.32% Increased
305
PensionDanmark
PensionDanmark
Denmark
$38.5M -$2.06M 4 0.37% Reduced
306
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$38.5M -$31.5M 15 0.2% Reduced
307
Frontier Capital Management
Frontier Capital Management
Massachusetts
$38.4M -$2.33M 2 0.39% Reduced
308
Credit Agricole
Credit Agricole
France
$38.3M -$16.4M 4 0.1% Reduced
309
Cantor Fitzgerald
Cantor Fitzgerald
New York
$37.8M +$40.9M 3 0.56% Increased
310
AIP
ARS Investment Partners
New York
$37.3M +$12.9M 4 1.94% Increased
311
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$37.1M +$19.6M 8 0.21% Increased
312
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$37.1M -$13.9M 1 3.06% Reduced
313
Canoe Financial
Canoe Financial
Alberta, Canada
$36.4M +$782K 1 0.5% Increased
314
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$36.4M -$21.1M 1 0.53% Reduced
315
INTECH Investment Management
INTECH Investment Management
Florida
$36.3M -$15.4M 8 0.36% Reduced
316
Nomura Holdings
Nomura Holdings
Japan
$36M +$10.6M 6 0.1% Increased
317
Lazard Asset Management
Lazard Asset Management
New York
$35.6M -$85.6M 2 0.06% Reduced
318
FFM
FengHe Fund Management
Singapore
$35.2M -$94.2M 1 4.86% Reduced
319
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$35.1M -$1.46M 10 0.95% Reduced
320
IMC Chicago
IMC Chicago
Illinois
$35M +$11.6M 10 0.01% Increased
321
RCYC
Richard C. Young & Co
Rhode Island
$34.7M +$323K 2 2.88% Increased
322
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$34.6M -$2.93M 1 0.68% Reduced
323
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$34.3M +$10.5M 8 0.29% Increased
324
CRM
Cramer Rosenthal McGlynn
Connecticut
$34.3M +$1.42M 1 2.52% Increased
325
TCM
Traynor Capital Management
Pennsylvania
$34.2M +$3.34M 3 2.01% Increased