← 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
RP
RR Partners
New York
$9.39M -$35.2M 1 1.14% Reduced
402
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$9.38M +$209K 2 0.4% Increased
403
Covington Capital Management
Covington Capital Management
California
$9.3M -$837K 4 0.4% Reduced
404
SAM
Securian Asset Management
Minnesota
$9.27M -$291K 3 0.2% Reduced
405
Hancock Whitney
Hancock Whitney
Mississippi
$9.03M -$4.01M 2 0.31% Reduced
406
Citizens Financial Group
Citizens Financial Group
Rhode Island
$9.03M -$56.7K 2 0.48% Reduced
407
Norinchukin Bank
Norinchukin Bank
Japan
$8.91M +$66.2K 3 0.12% Increased
408
TIAA FSB
TIAA FSB
Florida
$8.89M -$314K 1 0.03% Reduced
409
First Horizon Advisors
First Horizon Advisors
Tennessee
$8.88M +$163K 6 0.51% Increased
410
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$8.81M +$498K 1 0.79% Increased
411
JA
JLB & Associates
Michigan
$8.8M +$692K 1 1.45% Increased
412
SouthState Corp
SouthState Corp
Florida
$8.8M +$927K 1 0.82% Increased
413
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$8.77M -$896K 4 0.09% Reduced
414
PCA
Private Capital Advisors
Connecticut
$8.68M -$146K 2 1.62% Reduced
415
GIM
Grassi Investment Management
California
$8.64M -$81.6K 1 0.98% Reduced
416
Commerce Bank
Commerce Bank
Missouri
$8.64M +$449K 4 0.07% Increased
417
HCMT
Highland Capital Management (Tennessee)
Tennessee
$8.56M +$4.34M 2 0.53% Increased
418
BCMO
Buckingham Capital Management (Ohio)
Ohio
$8.55M +$398K 1 1.44% Increased
419
TCM
Tygh Capital Management
Oregon
$8.46M -$599K 1 1.2% Reduced
420
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$8.4M +$3.17M 2 0.22% Increased
421
Stephens Inc
Stephens Inc
Arkansas
$8.38M -$838K 3 0.14% Reduced
422
PAM
Palisade Asset Management
Minnesota
$8.36M -$47.8K 1 1.08% Reduced
423
IFM Investors
IFM Investors
Australia
$8.35M +$795K 3 0.22% Increased
424
FCM
Firsthand Capital Management
California
$8.32M +$1.82M 1 2.33% Increased
425
UIC
Uniplan Investment Counsel
Wisconsin
$8.29M -$623K 2 0.53% Reduced