← 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
326	BCM BTC Capital Management Des Moines, Iowa	$9.32M	+$2.31M	2	1.51%	Increased
327	JP Morgan Private Wealth Advisors San Francisco, California	$9.25M	-$369K	2	0.05%	Reduced
328	SAM Securian Asset Management St Paul, Minnesota	$9.24M	+$53.9K	3	0.21%	Increased
329	Tudor Investment Corp Stamford, Connecticut	$9.24M	-$1.39M	2	0.26%	Reduced
330	Seizert Capital Partners Birmingham, Michigan	$9.2M	-$3.21M	1	0.45%	Reduced
331	WBC Westpac Banking Corp Sydney, Australia	$9.14M	-$100K	2	0.14%	Reduced
332	OMERS Administration Corp Toronto, Ontario, Canada	$9.11M	+$8.57M	1	0.09%	New
333	EP Elkfork Partners Portland, Oregon	$8.82M	+$6.32M	3	0.22%	Increased
334	Weiss Multi-Strategy Advisers New York	$8.72M	+$1.39M	1	0.23%	Increased
335	Regions Financial Corp Birmingham, Alabama	$8.71M	-$558K	3	0.1%	Reduced
336	CIBC Asset Management Toronto, Ontario, Canada	$8.71M	-$145K	3	0.05%	Reduced
337	Caxton Associates (New York) New York	$8.68M	+$8.28M	1	1.04%	New
338	PCA Private Capital Advisors Darien, Connecticut	$8.64M	+$7.97M	1	2.45%	New
339	Curi RMB Capital Chicago, Illinois	$8.47M	-$680K	2	0.21%	Reduced
340	Balyasny Asset Management Chicago, Illinois	$8.43M	-$4.75M	3	0.05%	Reduced
341	Gateway Investment Advisers Cincinnati, Ohio	$8.42M	-$262K	2	0.08%	Reduced
342	Zurich Insurance Group Zurich, Switzerland	$8.28M	-$5.27M	1	0.16%	Reduced
343	MCM McKinley Capital Management Anchorage, Alaska	$8.14M	-$2.73M	1	0.52%	Reduced
344	Johnson Investment Counsel Cincinnati, Ohio	$8.08M	+$203K	1	0.17%	Increased
345	GIA GHP Investment Advisors Denver, Colorado	$8.06M	+$70.4K	4	0.98%	Increased
346	New Mexico Educational Retirement Board Santa Fe, New Mexico	$8.03M	-$464K	3	0.35%	Reduced
347	Clifford Swan Investment Counsel Pasadena, California	$8.03M	-$49.2K	1	0.42%	Reduced
348	PTC Private Trust Company Cleveland, Ohio	$8.02M	+$873K	2	1.62%	Increased
349	RCM Riverhead Capital Management Wilmington, Delaware	$7.99M	-$2.08M	5	0.29%	Reduced
350	Steward Partners Investment Advisory New York	$7.87M	+$527K	4	0.29%	Increased