← 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
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$13.9M -$12.9M 2 0.28% Reduced
327
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$13.8M +$2.14M 3 0.04% Increased
328
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$13.7M +$2.14M 3 0.21% Increased
329
JJIJ
Johnson & Johnson Innovation - JJDC
New Jersey
$13.6M $0 1 1.76% Maintained
330
CNAM
Campbell Newman Asset Management
Wisconsin
$13.2M +$284K 1 1.5% Increased
331
SFM
Systematic Financial Management
New Jersey
$13M +$45.5K 2 0.57% Increased
332
Gotham Asset Management
Gotham Asset Management
New York
$12.9M +$8.69M 4 0.43% Increased
333
CA
Capitolis Advisors
New York
$12.8M +$12.4M 3 0.21% New
334
NP
NS Partners
United Kingdom
$12.7M +$44.7K 1 0.74% Increased
335
QIM
Quantitative Investment Management
Virginia
$12.6M +$8.47M 4 1.02% Increased
336
Hancock Whitney
Hancock Whitney
Mississippi
$12.5M -$17M 2 0.42% Reduced
337
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$12.4M +$2.48M 5 0.12% Increased
338
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$12.4M +$217K 4 0.07% Increased
339
FCI
Financial Counselors Inc
Kansas
$12.4M +$16.1K 1 0.31% Increased
340
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$12.3M -$1.48M 2 0.01% Reduced
341
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$12.3M $0 1 0.09% Maintained
342
DAC
Dividend Assets Capital
South Carolina
$12.2M +$283K 2 2.38% Increased
343
PineBridge Investments
PineBridge Investments
New York
$12.2M -$2.78M 2 0.19% Reduced
344
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$12.1M -$10.4M 2 0.07% Reduced
345
Clal Insurance
Clal Insurance
Israel
$11.8M -$192K 2 0.16% Reduced
346
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.6M +$838K 3 0.31% Increased
347
Sit Investment Associates
Sit Investment Associates
Minnesota
$11.5M -$2.06M 2 0.31% Reduced
348
William Blair & Company
William Blair & Company
Illinois
$11.4M +$321K 4 0.04% Increased
349
Mercer Global Advisors
Mercer Global Advisors
Colorado
$11.3M -$291K 4 0.14% Reduced
350
GIPM
G2 Investment Partners Management
New York
$11.2M -$373K 1 2.06% Reduced