← 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	Meag Munich Ergo Munich, Germany	$3.49M	+$3.32M	1	0.18%	New
402	SCM Sandler Capital Management New York	$3.46M	-$13.5M	1	0.42%	Reduced
403	SIM Sentry Investment Management Stevens Point, Wisconsin	$3.42M	$0	2	0.15%	Maintained
404	GL GLG LLC New York	$3.39M	-$998K	2	0.21%	Reduced
405	Tudor Investment Corp Stamford, Connecticut	$3.38M	-$62.9K	1	0.09%	Reduced
406	Numeric Investors Boston, Massachusetts	$3.35M	+$1.5M	2	0.04%	Increased
407	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$3.35M	+$26.3K	2	0.1%	Increased
408	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$3.33M	-$6.08K	2	1.24%	Reduced
409	Creative Planning Overland Park, Kansas	$3.29M	-$27.7K	5	0.03%	Reduced
410	PRCM Pine River Capital Management Minnetonka, Minnesota	$3.29M	+$2.04M	3	0.05%	Increased
411	First Merchants Corp Muncie, Indiana	$3.26M	+$13.8K	1	1.15%	Increased
412	SFM Sphera Funds Management Tel Aviv, Israel	$3.24M	+$2.96M	1	0.7%	New
413	PCM Prelude Capital Management New York	$3.23M	+$2.96M	3	0.45%	Increased
414	SGA Strategic Global Advisors Newport Beach, California	$3.19M	-$168K	1	1.36%	Reduced
415	BSPF British Steel Pension Fund London, United Kingdom	$3.18M	-$201K	2	0.32%	Reduced
416	MPA Marvin & Palmer Associates Wilmington, Delaware	$3.18M	+$123K	1	3.71%	Increased
417	Two Sigma Advisers New York	$3.16M	-$11.5M	3	0.02%	Reduced
418	AHL Partners London, United Kingdom	$3.14M	+$2.4M	2	0.2%	Increased
419	NPIT National Penn Investors Trust Wyomissing, Pennsylvania	$3.13M	+$54.6K	1	0.36%	Increased
420	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$3.12M	-$4.06M	2	0.27%	Reduced
421	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$3.07M	+$459K	1	0.51%	Increased
422	MA Marshwinds Advisory St Simons Island, Georgia	$3.03M	-$75.6K	1	1.56%	Reduced
423	AMI Amica Mutual Insurance Providence, Rhode Island	$3.02M	$0	2	0.29%	Maintained
424	Caxton Associates (New York) New York	$3.02M	+$2.88M	1	0.21%	New
425	William Blair & Company Chicago, Illinois	$3.02M	+$135K	3	0.03%	Increased