← 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	Regions Financial Corp Birmingham, Alabama	$13.7M	+$1.33M	3	0.16%	Increased
327	ANI American National Insurance Galveston, Texas	$13.6M	$0	1	0.71%	Maintained
328	Clal Insurance Tel-Aviv, Israel	$13.6M	+$983K	3	0.27%	Increased
329	Gateway Investment Advisers Cincinnati, Ohio	$13.5M	+$8.65M	3	0.16%	Increased
330	Nicholas Company Milwaukee, Wisconsin	$13.5M	+$1.84M	1	0.31%	Increased
331	VCM Vigilant Capital Management Portland, Maine	$13.3M	+$534K	1	1.61%	Increased
332	CIBC Private Wealth Group Atlanta, Georgia	$13.2M	-$2.01M	1	0.06%	Reduced
333	Quantbot Technologies New York	$13.2M	+$14.4M	4	1.74%	New
334	Churchill Management Los Angeles, California	$13.1M	+$3.4M	2	0.41%	Increased
335	GAMCO Investors Greenwich, Connecticut	$13.1M	-$1.95M	2	0.15%	Reduced
336	Oppenheimer & Co New York	$12.9M	-$1.52M	4	0.33%	Reduced
337	CNAM Campbell Newman Asset Management Milwaukee, Wisconsin	$12.9M	+$342K	1	1.77%	Increased
338	OrbiMed New York	$12.8M	$0	1	0.18%	Maintained
339	Curi RMB Capital Chicago, Illinois	$12.7M	+$654K	3	0.56%	Increased
340	CAM ClariVest Asset Management San Diego, California	$12.7M	-$2.74M	1	0.35%	Reduced
341	Sit Investment Associates Minneapolis, Minnesota	$12.7M	-$1.06M	2	0.4%	Reduced
342	NP NS Partners London, United Kingdom	$12.6M	+$59.7K	1	0.93%	Increased
343	MSR Main Street Research Lakeville, Connecticut	$12.5M	+$13.3M	1	1.96%	New
344	AP Atwood & Palmer Kansas City, Missouri	$12.4M	+$108K	3	1.68%	Increased
345	ProShare Advisors Bethesda, Maryland	$12.4M	+$283K	5	0.07%	Increased
346	Trexquant Investment Stamford, Connecticut	$12M	+$12.5M	3	0.83%	Increased
347	M&T Bank Buffalo, New York	$12M	-$611K	3	0.06%	Reduced
348	Kennedy Capital Management St Louis, Missouri	$11.9M	+$1.79M	4	0.35%	Increased
349	TC TwinBeech Capital Purchase, New York	$11.9M	+$11.6M	3	2.6%	Increased
350	JJIJ Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey	$11.8M	$0	1	2.31%	Maintained