← 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
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$6.04M -$816K 2 0.15% Reduced
402
UF
Univest Financial
Pennsylvania
$6.01M -$16.8K 1 2.6% Reduced
403
William Blair & Company
William Blair & Company
Illinois
$5.95M +$21.2K 3 0.04% Increased
404
Twin Tree Management
Twin Tree Management
Texas
$5.93M +$3.48M 3 0.05% Increased
405
WAM
World Asset Management
Michigan
$5.93M -$1.92M 4 0.28% Reduced
406
SIM
Spark Investment Management
New York
$5.9M +$3.16M 3 0.38% Increased
407
AWCI
Alpine Woods Capital Investors
New York
$5.87M -$15.3K 2 0.31% Reduced
408
MCM
Matarin Capital Management
New York
$5.85M -$1.1M 1 0.44% Reduced
409
Swiss Life Asset Management
Swiss Life Asset Management
$5.84M -$7.84M 2 0.1% Reduced
410
DG
Delek Group
Israel
$5.81M +$439K 2 0.3% Increased
411
WBC
Westpac Banking Corp
Australia
$5.79M +$803K 2 0.12% Increased
412
RCP
Rothschild Capital Partners
New York
$5.78M -$18.1K 1 2.27% Reduced
413
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$5.76M +$735K 1 1.11% Increased
414
Pinnacle Associates
Pinnacle Associates
New York
$5.75M +$64.6K 2 0.11% Increased
415
Första AP-fonden
Första AP-fonden
Sweden
$5.73M -$1.81M 1 0.2% Reduced
416
SAM
Strategy Asset Managers
California
$5.69M -$213K 1 1.23% Reduced
417
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$5.66M -$771K 1 0.64% Reduced
418
Lido Advisors
Lido Advisors
California
$5.63M +$786K 3 0.77% Increased
419
GIA
GHP Investment Advisors
Colorado
$5.53M +$173K 4 0.78% Increased
420
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$5.52M -$36.8K 1 0.07% Reduced
421
BEAM
Baker Ellis Asset Management
Washington
$5.49M -$108K 1 1.44% Reduced
422
First Allied Advisory Services
First Allied Advisory Services
California
$5.48M -$208K 3 0.21% Reduced
423
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$5.47M -$99.8K 2 0.08% Reduced
424
Wolverine Trading
Wolverine Trading
Illinois
$5.41M -$868K 5 0.01% Reduced
425
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.33M +$1.1M 1 0.03% Increased