← 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
Tocqueville Asset Management
Tocqueville Asset Management
New York
$28.5M -$1.18M 2 0.42% Reduced
327
AO
Advisor OS
Illinois
$28.4M +$18.2K 3 2.29% Increased
328
BGM
Burkehill Global Management
New York
$28.3M -$20.4M 2 1.86% Reduced
329
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$28.2M +$17M 7 0.09% Increased
330
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$28.2M -$6.56M 4 0.06% Reduced
331
TCM
Traynor Capital Management
Pennsylvania
$27.9M +$2.04M 4 1.49% Increased
332
Kestra Advisory Services
Kestra Advisory Services
Texas
$27.8M +$2.63M 9 0.11% Increased
333
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$27.8M +$14M 5 0.22% Increased
334
CRM
Cramer Rosenthal McGlynn
Connecticut
$27.8M +$2.01M 1 1.79% Increased
335
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$27.7M +$5.24M 3 0.15% Increased
336
Palisade Capital Management
Palisade Capital Management
New Jersey
$27.7M +$2.17M 2 0.82% Increased
337
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$27.7M -$1.1M 6 0.11% Reduced
338
Oppenheimer & Co
Oppenheimer & Co
New York
$27.4M +$1.55M 5 0.39% Increased
339
Yousif Capital Management
Yousif Capital Management
Michigan
$27.3M -$744K 6 0.3% Reduced
340
IMC Chicago
IMC Chicago
Illinois
$26.9M +$18.4M 8 0.01% Increased
341
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$26.7M +$291K 8 0.26% Increased
342
Covea Finance
Covea Finance
France
$26.5M +$1.9M 1 0.87% Increased
343
IEFM
IQ EQ Fund Management
Ireland
$26.5M +$1.95M 3 1.83% Increased
344
TSAM
Trinity Street Asset Management
United Kingdom
$26.3M -$1.2M 1 1.65% Reduced
345
NCM
Narwhal Capital Management
Georgia
$26.3M +$2.24M 2 1.91% Increased
346
AIP
ARS Investment Partners
New York
$26.3M -$32.8M 4 1.54% Reduced
347
Utah Retirement Systems
Utah Retirement Systems
Utah
$25.7M -$10.4K 3 0.24% Reduced
348
HA
Heartland Advisors
Wisconsin
$25.6M -$590K 1 1.38% Reduced
349
Mediolanum International Funds
Mediolanum International Funds
Ireland
$25.2M +$19.5M 2 0.25% Increased
350
ING Group
ING Group
Netherlands
$25.1M +$7.91M 2 0.15% Increased