← 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	Employees Retirement System of Texas Austin, Texas	$13.6M	-$1.32M	2	0.16%	Reduced
352	ACB Aristotle Capital Boston Boston, Massachusetts	$13.5M	+$67.2K	1	0.32%	Increased
353	SM Soapstone Management Bethesda, Maryland	$13.5M	-$1.36M	1	5.67%	Reduced
354	Welch & Forbes Boston, Massachusetts	$13.4M	+$301K	2	0.22%	Increased
355	Private Advisor Group Morristown, New Jersey	$13.3M	+$5.55M	4	0.08%	Increased
356	Advisors Capital Management Ridgewood, New Jersey	$13.3M	+$958K	4	0.4%	Increased
357	Nissay Asset Management Tokyo, Japan	$13.2M	+$197K	3	0.11%	Increased
358	RFA Reilly Financial Advisors La Mesa, California	$13.2M	+$10.7M	3	1.12%	Increased
359	TAM Taurus Asset Management New York	$13.1M	-$2.07M	1	1.37%	Reduced
360	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$13.1M	+$12.3M	3	0.03%	Increased
361	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$13M	+$58.8K	2	0.54%	Increased
362	MassMutual Private Wealth & Trust Windsor, Connecticut	$12.8M	+$170K	3	0.53%	Increased
363	William Blair & Company Chicago, Illinois	$12.7M	+$715K	5	0.04%	Increased
364	BOK Financial Tulsa, Oklahoma	$12.7M	+$13M	3	0.22%	New
365	DAC Dividend Assets Capital Ridgeland, South Carolina	$12.5M	-$128K	3	2.52%	Reduced
366	Penserra Capital Management Orinda, California	$12.4M	+$2.65M	3	0.26%	Increased
367	CF CNA Financial Chicago, Illinois	$12.3M	$0	3	3.36%	Maintained
368	Weiss Multi-Strategy Advisers New York	$12.1M	+$763K	1	0.26%	Increased
369	NP NS Partners London, United Kingdom	$12M	-$6.14K	1	0.61%	Reduced
370	DCM Dupont Capital Management Wilmington, Delaware	$11.9M	-$3.79M	3	0.37%	Reduced
371	MKC M. Kraus & Co Shelburne, Vermont	$11.9M	-$113K	1	4.23%	Reduced
372	SouthState Corp Winter Haven, Florida	$11.8M	+$540K	2	1%	Increased
373	Badgley Phelps Wealth Managers Seattle, Washington	$11.8M	+$12.2M	1	0.43%	New
374	Gofen & Glossberg Chicago, Illinois	$11.7M	+$684K	2	0.28%	Increased
375	Polar Asset Management Partners Toronto, Ontario, Canada	$11.7M	+$11.2M	2	0.12%	Increased