← 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
Cartenna Capital
Cartenna Capital
Connecticut
$16.8M +$15M 1 1.04% New
327
WPI
Walter Public Investments
Canada
$16.7M $0 1 3.52% Maintained
328
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$16.6M -$23.9K 2 0.19% Reduced
329
Whittier Trust
Whittier Trust
California
$16.6M -$363K 4 0.27% Reduced
330
ZCM
Ziegler Capital Management
Illinois
$16.5M -$648K 1 0.75% Reduced
331
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$16.4M +$8.5M 3 0.58% Increased
332
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$16.3M +$16.3M 3 0.06% Increased
333
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$16.3M +$13.7M 1 0.11% Increased
334
NP
NS Partners
United Kingdom
$16.2M -$55.3K 1 0.79% Reduced
335
Kestra Advisory Services
Kestra Advisory Services
Texas
$16.1M +$968K 5 0.13% Increased
336
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$16.1M +$573K 5 0.06% Increased
337
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$16M -$2.63M 4 0.28% Reduced
338
TCM
Traynor Capital Management
Pennsylvania
$16M +$1.29M 3 1.64% Increased
339
Kodai Capital Management
Kodai Capital Management
Illinois
$15.9M +$14.1M 1 0.32% New
340
Swiss Life Asset Management
Swiss Life Asset Management
$15.8M -$1.74M 2 0.19% Reduced
341
GAMCO Investors
GAMCO Investors
Connecticut
$15.7M -$475K 2 0.17% Reduced
342
Burney Company
Burney Company
Virginia
$15.7M -$473K 2 0.66% Reduced
343
PR
Payden & Rygel
California
$15.6M +$13.9M 1 1.09% New
344
PineBridge Investments
PineBridge Investments
New York
$15.6M +$2.35M 3 0.14% Increased
345
Yousif Capital Management
Yousif Capital Management
Michigan
$15.6M -$655K 4 0.18% Reduced
346
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$15.5M +$76.8K 3 0.24% Increased
347
VanEck Associates
VanEck Associates
New York
$15.4M +$1.68M 6 0.03% Increased
348
Wedge Capital Management
Wedge Capital Management
North Carolina
$15.2M -$1.97M 2 0.27% Reduced
349
Allianz Asset Management
Allianz Asset Management
Germany
$15.1M -$2.16M 3 0.02% Reduced
350
Cetera Advisors
Cetera Advisors
Colorado
$14.9M -$33.1K 4 0.21% Reduced