← 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
376
First Horizon Advisors
First Horizon Advisors
Tennessee
$10.3M +$4.69M 2 0.8% Increased
377
Nissay Asset Management
Nissay Asset Management
Japan
$10.2M -$960K 2 0.25% Reduced
378
TAM
Taurus Asset Management
New York
$10.1M +$9.95M 1 1.44% New
379
Royce & Associates
Royce & Associates
New York
$10M -$3.02M 3 0.09% Reduced
380
SCCM
Schafer Cullen Capital Management
New York
$9.96M -$958K 1 0.12% Reduced
381
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$9.85M +$2.32M 5 0.22% Increased
382
Seizert Capital Partners
Seizert Capital Partners
Michigan
$9.74M -$882K 1 0.49% Reduced
383
UMA
USA Mutuals Advisors
Texas
$9.68M +$3.03M 2 9.06% Increased
384
D.E. Shaw & Co
D.E. Shaw & Co
New York
$9.67M -$13M 4 0.01% Reduced
385
Commerce Bank
Commerce Bank
Missouri
$9.62M +$1.18M 3 0.1% Increased
386
GHCM
Glen Harbor Capital Management
California
$9.43M -$4.54M 4 0.2% Reduced
387
Brown Advisory
Brown Advisory
Maryland
$9.41M +$1.88M 4 0.03% Increased
388
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$9.4M +$4.09M 2 0.15% Increased
389
William Blair & Company
William Blair & Company
Illinois
$9.4M +$2.44M 4 0.05% Increased
390
GIPM
G2 Investment Partners Management
New York
$9.38M +$8.7M 1 2.66% New
391
SLG
Stanley-Laman Group
Pennsylvania
$9.27M +$1.21M 2 2.29% Increased
392
SST
S Squared Technology
New York
$9.25M -$6.87M 1 8.15% Reduced
393
CWM
CCG Wealth Management
California
$9.24M $0 1 6.3% Maintained
394
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.22M +$1.56M 4 0.16% Increased
395
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$9.22M -$82.6K 2 0.48% Reduced
396
EIM
Essex Investment Management
Massachusetts
$9.16M +$3.73M 3 1.32% Increased
397
PTC
Private Trust Company
Ohio
$9.12M -$85.1K 2 1.8% Reduced
398
PAM
Palisade Asset Management
Minnesota
$9.09M +$8.92M 1 1.39% New
399
SCM
Sandler Capital Management
New York
$9.04M +$3.11M 2 0.79% Increased
400
WSCM
Wellington Shields Capital Management
New York
$9M +$2.89M 2 1.46% Increased
14 15
16
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