← 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
401
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$20.6M +$737K 2 0.14% Increased
402
Silvercrest Asset Management
Silvercrest Asset Management
New York
$20.5M -$1.07M 4 0.13% Reduced
403
LCM
LVM Capital Management
Michigan
$20.4M +$692K 1 1.71% Increased
404
Atria Investments
Atria Investments
North Carolina
$20.4M -$678K 5 0.2% Reduced
405
Waverly Advisors
Waverly Advisors
Alabama
$20.3M -$2.33M 5 0.12% Reduced
406
NCM
Narwhal Capital Management
Georgia
$20.1M -$2.11M 2 1.39% Reduced
407
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$19.8M -$248K 2 0.47% Reduced
408
GAMCO Investors
GAMCO Investors
Connecticut
$19.8M +$2.18M 2 0.18% Increased
409
Rakuten Investment Management
Rakuten Investment Management
Japan
$19.7M +$2.04M 2 0.06% Increased
410
FCM
Fogel Capital Management
Florida
$19.7M +$508K 3 7.91% Increased
411
IFM Investors
IFM Investors
Australia
$19.5M +$2.49M 3 0.13% Increased
412
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$19.5M +$939K 7 0.21% Increased
413
SouthState Corp
SouthState Corp
Florida
$19.4M +$665K 4 0.81% Increased
414
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$19.3M +$1.21M 11 0.32% Increased
415
VF
Virtu Financial
New York
$19.2M +$10.4M 11 0.6% Increased
416
GAI
General American Investors
New York
$19.1M $0 1 1.13% Maintained
417
APG Asset Management
APG Asset Management
Netherlands
$19.1M +$5.5M 1 0.05% Increased
418
UniSuper Management
UniSuper Management
Australia
$19.1M +$3.37M 3 0.1% Increased
419
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$19M -$293K 4 0.44% Reduced
420
QRG Capital Management
QRG Capital Management
Illinois
$18.9M +$184K 3 0.16% Increased
421
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$18.9M +$3.61M 2 0.04% Increased
422
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$18.8M +$5.18M 11 0.05% Increased
423
AP
Atwood & Palmer
Missouri
$18.6M -$43.6K 2 0.99% Reduced
424
SCM
Shapiro Capital Management
Georgia
$18.5M -$2.56M 1 1.12% Reduced
425
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
$18.4M -$636K 1 0.56% Reduced