← 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
351	MKC M. Kraus & Co Shelburne, Vermont	$7.91M	-$1.55K	1	4.97%	Reduced
352	Johnson Investment Counsel Cincinnati, Ohio	$7.9M	+$7.95M	1	0.19%	Increased
353	Churchill Management Los Angeles, California	$7.88M	+$415K	1	0.21%	Increased
354	DCM Dupont Capital Management Wilmington, Delaware	$7.86M	+$3.13M	3	0.19%	Increased
355	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$7.84M	+$8.42M	2	0.04%	New
356	Ninety One (UK) London, United Kingdom	$7.83M	-$521K	1	0.04%	Reduced
357	Clifford Swan Investment Counsel Pasadena, California	$7.82M	$0	1	0.44%	Maintained
358	Jacobs Levy Equity Management Florham Park, New Jersey	$7.8M	-$6.74M	1	0.12%	Reduced
359	SCM SKBA Capital Management San Francisco, California	$7.69M	-$108K	1	1.04%	Reduced
360	Laurion Capital Management New York	$7.53M	-$1.14M	4	0.06%	Reduced
361	Trexquant Investment Stamford, Connecticut	$7.46M	+$4.16M	2	0.52%	Increased
362	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$7.31M	-$124K	3	0.07%	Reduced
363	Rafferty Asset Management New York	$7.28M	-$1.42M	5	0.11%	Reduced
364	Two Sigma Advisers New York	$7.2M	-$6.41M	2	0.02%	Reduced
365	GECH Garnet Equity Capital Holdings New York	$7.13M	$0	1	6.17%	Maintained
366	TAM Tyers Asset Management Austin, Texas	$6.91M	+$612K	3	0.24%	Increased
367	Marshall Wace London, United Kingdom	$6.83M	+$1.04M	3	0.1%	Increased
368	PTC Private Trust Company Cleveland, Ohio	$6.82M	-$1.15M	1	1.48%	Reduced
369	Louisiana State Employees Retirement System Baton Rouge, Louisiana	$6.79M	-$80.8K	4	0.31%	Reduced
370	TPCM Three Peaks Capital Management Castle Rock, Colorado	$6.76M	+$2.07M	2	1.36%	Increased
371	GAMA Graticule Asia Macro Advisors New York	$6.75M	+$4.56M	2	0.43%	Increased
372	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$6.68M	-$109K	1	2.99%	Reduced
373	UFF USA Financial Formulas Ada, Michigan	$6.61M	-$46.9K	2	1.61%	Reduced
374	Commerce Bank Kansas City, Missouri	$6.55M	+$463K	2	0.08%	Increased
375	HCMT Highland Capital Management (Texas) Dallas, Texas	$6.55M	+$6.22M	1	0.37%	Increased