← 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	PP Paloma Partners Greenwich, Connecticut	$6.31M	+$2.81M	5	0.11%	Increased
402	Tredje AP-fonden Se-111 91 Stockholm, Sweden	$6.28M	-$11.6M	2	0.3%	Reduced
403	CDH Charles D. Hyman	$6.27M	+$30.4K	2	0.65%	Increased
404	Hardman Johnston Global Advisors Stamford, Connecticut	$6.26M	+$5.6M	1	0.27%	New
405	HVIA Hudson Valley Investment Advisors Goshen, New York	$6.25M	-$99.2K	2	1.45%	Reduced
406	NA Navellier & Associates Reno, Nevada	$6.24M	+$338K	1	0.81%	Increased
407	Oppenheimer Asset Management New York	$6.16M	+$22.8K	2	0.14%	Increased
408	MAM Marketfield Asset Management New York	$6.09M	-$510K	1	1.96%	Reduced
409	Baker Avenue Asset Management San Francisco, California	$6.05M	$0	1	0.5%	Maintained
410	Whittier Trust South Pasadena, California	$6.03M	+$43.2K	5	0.19%	Increased
411	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$6.01M	-$1.29M	1	0.09%	Reduced
412	RCM Radnor Capital Management Wayne, Pennsylvania	$5.96M	+$1.67M	1	1.9%	Increased
413	UF Univest Financial Souderton, Pennsylvania	$5.96M	-$96.6K	1	1.82%	Reduced
414	First Manhattan New York	$5.92M	-$15.2K	4	0.03%	Reduced
415	BPM Bowling Portfolio Management Cincinnati, Ohio	$5.88M	-$61.6K	2	0.82%	Reduced
416	Korea Investment Corp Seoul, South Korea	$5.82M	-$18.5M	2	0.03%	Reduced
417	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$5.82M	-$213K	2	0.04%	Reduced
418	Curi RMB Capital Chicago, Illinois	$5.81M	-$262K	3	0.14%	Reduced
419	AWCI Alpine Woods Capital Investors Purchase, New York	$5.77M	-$117K	2	1.19%	Reduced
420	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$5.75M	+$5.52M	1	0.33%	New
421	WAM World Asset Management Detroit, Michigan	$5.71M	-$42.8K	3	0.27%	Reduced
422	MIC MU Investments Company Tokyo, Japan	$5.7M	$0	1	3.61%	Maintained
423	CIBC Private Wealth Group Atlanta, Georgia	$5.66M	-$869K	2	0.02%	Reduced
424	Carson Wealth (CWM LLC) Omaha, Nebraska	$5.62M	-$1.12M	4	0.14%	Reduced
425	William Blair & Company Chicago, Illinois	$5.59M	+$228K	3	0.03%	Increased