← 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	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$19M	-$199K	1	1.03%	Reduced
352	NIP Nicholas Investment Partners Rancho Santa Fe, California	$19M	+$14.8M	1	1.69%	New
353	New York Life Investment Management New York	$18.9M	+$267K	3	0.18%	Increased
354	Ilex Capital Partners London, United Kingdom	$18.8M	+$19.8M	1	0.62%	New
355	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$18.5M	-$6.56M	1	0.5%	Reduced
356	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$18.5M	-$287K	2	0.5%	Reduced
357	MLL Moody Lynn & Lieberson Boston, Massachusetts	$18.3M	+$5.35M	2	1.05%	Increased
358	GAMCO Investors Greenwich, Connecticut	$17.8M	+$682K	3	0.18%	Increased
359	GAI General American Investors New York	$17.8M	$0	1	1.14%	Maintained
360	Lazard Asset Management New York	$17.8M	-$9.17M	3	0.02%	Reduced
361	DC Defender Capital Charlotte, North Carolina	$17.7M	+$905K	1	6.01%	Increased
362	MIM Monashee Investment Management Boston, Massachusetts	$17.6M	+$13.4M	3	6.38%	New
363	Quantbot Technologies New York	$17.6M	+$12M	3	0.45%	Increased
364	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$17.5M	-$316K	1	0.06%	Reduced
365	NPF Norris Perne & French Grand Rapids, Michigan	$17.4M	-$6.66M	1	1.21%	Reduced
366	Kestra Advisory Services Austin, Texas	$17.4M	-$702K	6	0.09%	Reduced
367	TC TwinBeech Capital Purchase, New York	$17.4M	+$16.4M	1	0.39%	New
368	EI EAM Investors Solana Beach, California	$17.3M	+$5.78M	4	2.62%	Increased
369	Cullen/Frost Bankers San Antonio, Texas	$17.3M	-$170K	4	0.22%	Reduced
370	Los Angeles Capital Management Los Angeles, California	$17.2M	-$27.9M	2	0.06%	Reduced
371	KI Kapitalo Investimentos Sao Paulo, Brazil	$16.8M	+$16.6M	1	3.65%	New
372	ROC Running Oak Capital Edina, Minnesota	$16.7M	+$668K	1	1.86%	Increased
373	RCW Rheos Capital Works Tokyo, Japan	$16.6M	-$253K	1	0.96%	Reduced
374	CM Cercano Management Bellevue, Washington	$16.6M	-$21.8M	1	0.47%	Reduced
375	Castleark Management Chicago, Illinois	$16.5M	+$6.65M	2	0.5%	Increased