← 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	Verition Fund Management Greenwich, Connecticut	$5.7M	+$4.56M	2	0.35%	Increased
402	IAM Impala Asset Management Palm Beach, Florida	$5.64M	+$281K	1	0.26%	Increased
403	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.62M	-$492K	2	0.79%	Reduced
404	HVIA Hudson Valley Investment Advisors Goshen, New York	$5.62M	+$169K	2	1.38%	Increased
405	SCCM Schafer Cullen Capital Management New York	$5.58M	-$642K	2	0.07%	Reduced
406	First Manhattan New York	$5.54M	-$36.4K	4	0.03%	Reduced
407	Oppenheimer Asset Management New York	$5.54M	-$144K	2	0.14%	Reduced
408	MIC MU Investments Company Tokyo, Japan	$5.54M	$0	1	3.87%	Maintained
409	Pacer Advisors Malvern, Pennsylvania	$5.5M	+$871K	3	0.25%	Increased
410	GIA GHP Investment Advisors Denver, Colorado	$5.45M	+$7.26K	4	0.77%	Increased
411	Cohen & Steers New York	$5.43M	-$289K	1	0.02%	Reduced
412	Wolverine Trading Chicago, Illinois	$5.41M	$0	5	0.01%	Maintained
413	H HoyleCohen San Diego, California	$5.4M	-$16.5K	1	1.09%	Reduced
414	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$5.37M	+$217K	1	0.99%	Increased
415	Zacks Investment Management Chicago, Illinois	$5.37M	+$3.57M	2	0.12%	Increased
416	WAM World Asset Management Detroit, Michigan	$5.35M	+$35.5K	3	0.26%	Increased
417	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.34M	+$2.47M	2	0.05%	Increased
418	AMG National Trust Bank Greenwood Village, Colorado	$5.34M	+$9.26K	1	0.33%	Increased
419	RIM Redpoint Investment Management Sydney, NSW, Australia	$5.27M	-$428K	2	0.29%	Reduced
420	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$5.23M	+$5.62M	1	0.18%	New
421	AWCI Alpine Woods Capital Investors Purchase, New York	$5.2M	-$45.7K	2	1.13%	Reduced
422	UF Univest Financial Souderton, Pennsylvania	$5.18M	-$228K	1	2.07%	Reduced
423	RCP Rothschild Capital Partners New York	$5.1M	$0	1	2.13%	Maintained
424	Cubist Systematic Strategies Stamford, Connecticut	$5.04M	+$2.74M	4	0.25%	Increased
425	AL AJO LP Philadelphia, Pennsylvania	$5.03M	-$7.41M	2	0.02%	Reduced