← 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	TAM Taurus Asset Management New York	$14.9M	-$348K	1	1.55%	Reduced
352	KWILP Kiwi Wealth Investments Limited Partnership Wellington, New Zealand	$14.1M	+$118K	2	0.73%	Increased
353	IP Interval Partners New York	$13.7M	+$3.87M	1	0.57%	Increased
354	Advisors Capital Management Ridgewood, New Jersey	$13.5M	+$910K	4	0.43%	Increased
355	GIPM G2 Investment Partners Management New York	$13.2M	-$2.6M	1	2.18%	Reduced
356	ACB Aristotle Capital Boston Boston, Massachusetts	$13.1M	+$13.3M	1	0.3%	New
357	Peregrine Capital Management Minneapolis, Minnesota	$13.1M	-$2.09M	1	0.24%	Reduced
358	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$13M	+$166K	2	0.53%	Increased
359	Tocqueville Asset Management New York	$13M	+$246K	1	0.19%	Increased
360	Welch & Forbes Boston, Massachusetts	$13M	+$1.05M	2	0.22%	Increased
361	Nissay Asset Management Tokyo, Japan	$12.9M	+$988K	3	0.11%	Increased
362	Hardman Johnston Global Advisors Stamford, Connecticut	$12.8M	+$373K	1	0.31%	Increased
363	MassMutual Private Wealth & Trust Windsor, Connecticut	$12.7M	+$416K	3	0.54%	Increased
364	OrbiMed New York	$12.6M	$0	1	0.13%	Maintained
365	CF CNA Financial Chicago, Illinois	$12.5M	+$849K	3	3.54%	Increased
366	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.4M	-$272K	3	0.31%	Reduced
367	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.4M	-$1.72M	3	2.44%	Reduced
368	Hantz Financial Services Southfield, Michigan	$12.3M	+$610K	3	0.45%	Increased
369	NP NS Partners London, United Kingdom	$12.2M	-$922K	1	0.64%	Reduced
370	William Blair & Company Chicago, Illinois	$12.1M	+$26.8K	4	0.04%	Increased
371	TCM Tygh Capital Management Portland, Oregon	$12M	+$2.97M	1	1.64%	Increased
372	MN Services Vermogensbeheer The Hague, Netherlands	$12M	+$14.4M	1	0.09%	New
373	MLL Moody Lynn & Lieberson Boston, Massachusetts	$11.9M	+$8.71M	2	0.9%	Increased
374	Holocene Advisors New York	$11.9M	-$72.2M	2	0.07%	Reduced
375	MKC M. Kraus & Co Shelburne, Vermont	$11.8M	-$140K	1	4.23%	Reduced