← 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
TSAM
Trinity Street Asset Management
United Kingdom
$29.4M -$110K 1 2% Reduced
327
TC
TwinBeech Capital
New York
$29.3M +$9.47M 2 1.16% Increased
328
SAM
Synergy Asset Management
Washington
$29.3M +$26.4M 2 1.06% Increased
329
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$28.9M -$484K 1 0.55% Reduced
330
Natixis
Natixis
France
$28.9M +$18.1M 4 0.13% Increased
331
Palisade Capital Management
Palisade Capital Management
New Jersey
$28.8M +$2.14M 2 0.78% Increased
332
EI
EAM Investors
California
$28.4M +$2.91M 5 3.26% Increased
333
Covea Finance
Covea Finance
France
$28.3M +$1.6M 1 0.99% Increased
334
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$28.1M +$1.99M 7 0.29% Increased
335
TCM
Traynor Capital Management
Pennsylvania
$27.8M +$1.86M 3 1.58% Increased
336
Advisors Capital Management
Advisors Capital Management
New Jersey
$27.6M -$3.98M 4 0.34% Reduced
337
Utah Retirement Systems
Utah Retirement Systems
Utah
$27.5M -$79.3K 3 0.27% Reduced
338
Xponance
Xponance
Pennsylvania
$27.5M +$959K 5 0.22% Increased
339
Oppenheimer & Co
Oppenheimer & Co
New York
$27.2M +$642K 5 0.33% Increased
340
Tidal Investments
Tidal Investments
Wisconsin
$27.1M +$2.97M 7 0.05% Increased
341
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$27.1M -$432K 3 0.35% Reduced
342
Empowered Funds
Empowered Funds
Pennsylvania
$27.1M -$3.63M 4 0.27% Reduced
343
Kestra Advisory Services
Kestra Advisory Services
Texas
$27M +$4.93M 8 0.12% Increased
344
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$26.9M +$24.3M 5 0.15% New
345
Group One Trading
Group One Trading
Illinois
$26.8M +$14.7M 9 0.05% Increased
346
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$26.6M -$43.6M 2 0.11% Reduced
347
KC
Kadensa Capital
Hong Kong
$26.1M +$21.1M 2 2.69% New
348
Walleye Capital
Walleye Capital
New York
$25.7M +$6.24M 8 0.1% Increased
349
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$25.6M +$27.8K 1 1.68% Increased
350
Whittier Trust
Whittier Trust
California
$25.5M +$347K 5 0.29% Increased