← 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
Atria Investments
Atria Investments
North Carolina
$21.5M -$1.5M 5 0.25% Reduced
377
AssetMark Inc
AssetMark Inc
California
$21.4M -$2.35M 7 0.05% Reduced
378
Ilex Capital Partners
Ilex Capital Partners
United Kingdom
$21.3M +$6.77M 2 0.68% Increased
379
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$21.2M +$1.07M 6 0.28% Increased
380
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$21M -$3.03M 2 0.18% Reduced
381
WCM Investment Management
WCM Investment Management
California
$20.8M +$13.1M 2 0.04% Increased
382
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$20.8M +$3.46M 5 0.16% Increased
383
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$20.7M -$523K 1 0.07% Reduced
384
WPI
Walter Public Investments
Canada
$20.6M +$4.83M 1 3.38% Increased
385
GAMCO Investors
GAMCO Investors
Connecticut
$20.4M -$1.53M 3 0.2% Reduced
386
Swiss Life Asset Management
Swiss Life Asset Management
$20.2M +$994K 5 0.11% Increased
387
Horizon Investments
Horizon Investments
North Carolina
$20.2M +$1.76M 4 0.27% Increased
388
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$20.2M -$753K 3 0.23% Reduced
389
HWAM
Hennion & Walsh Asset Management
New Jersey
$20.1M +$4.01M 6 0.73% Increased
390
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$20M -$41.5M 6 0.11% Reduced
391
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$19.7M -$3.06M 1 0.85% Reduced
392
NP
NS Partners
United Kingdom
$19.6M -$171K 1 0.76% Reduced
393
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$19.6M +$760K 3 0.57% Increased
394
AP
Atwood & Palmer
Missouri
$19.5M +$59.6K 3 1.15% Increased
395
DnB Asset Management
DnB Asset Management
Norway
$19.5M +$3.81M 6 0.07% Increased
396
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$19.4M +$4.44K 4 0.25% Increased
397
SouthState Corp
SouthState Corp
Florida
$19.1M -$55.3K 3 0.88% Reduced
398
ZDA
Zweig-DiMenna Associates
New York
$19M +$3.35M 1 1.33% Increased
399
TF
Talbot Financial
Washington
$19M -$93K 1 1.61% Reduced
400
MCM
Mill Capital Management
North Carolina
$18.9M +$56.3K 1 1.4% Increased