← 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 New York	$10.5M	-$328K	4	0.18%	Reduced
402	APSI Asset Planning Services Inc Covington, Louisiana	$10.5M	+$785K	2	6.9%	Increased
403	FGP Foyston, Gordon, & Payne Toronto, Ontario, Canada	$10.5M	-$324K	1	3.04%	Reduced
404	CIBC World Markets New York	$10.5M	+$2.4M	3	0.1%	Increased
405	Banco Bilbao Vizcaya Argentaria Madrid, Spain	$10.4M	+$307K	3	0.16%	Increased
406	BCM BTC Capital Management Des Moines, Iowa	$10.4M	+$219K	2	1.27%	Increased
407	Paradigm Capital Management Inc Albany, New York	$10.4M	$0	1	0.7%	Maintained
408	VanEck Associates New York	$10.4M	+$7.91M	4	0.03%	Increased
409	CCPM Cooper Creek Partners Management New York	$10.3M	+$7.26M	1	1.23%	Increased
410	Vestmark Advisory Solutions Wakefield, Massachusetts	$10.3M	+$3.49M	3	0.59%	Increased
411	Johnson Investment Counsel Cincinnati, Ohio	$10.2M	+$45.3K	2	0.14%	Increased
412	Allianz Asset Management Munich, Germany	$10.2M	-$11.7M	2	0.01%	Reduced
413	BOK Financial Tulsa, Oklahoma	$10.1M	-$1.04M	3	0.19%	Reduced
414	Cullen/Frost Bankers San Antonio, Texas	$10.1M	+$322K	4	0.23%	Increased
415	Xponance Philadelphia, Pennsylvania	$10.1M	+$698K	3	0.2%	Increased
416	Citizens Financial Group Providence, Rhode Island	$10.1M	-$264K	2	0.42%	Reduced
417	Kentucky Retirement Systems Frankfort, Kentucky	$9.95M	+$1.33M	3	0.42%	Increased
418	TimesSquare Capital Management New York	$9.94M	+$13.9M	1	0.14%	New
419	Cubist Systematic Strategies Stamford, Connecticut	$9.9M	-$14.1M	8	0.06%	Reduced
420	Glenmede Trust Philadelphia, Pennsylvania	$9.83M	-$25.4M	2	0.06%	Reduced
421	EFEM Eos Focused Equity Management New York	$9.82M	$0	1	9.93%	Maintained
422	Fjarde Ap-fonden Stockholm, Sweden	$9.73M	+$4.63M	1	0.12%	Increased
423	PAM Palisade Asset Management Minneapolis, Minnesota	$9.72M	-$30.2K	1	1.25%	Reduced
424	SCM Sandler Capital Management New York	$9.7M	+$5.34M	1	1.03%	Increased
425	JWM JGP Wealth Management Bend, Oregon	$9.6M	+$252K	2	1.94%	Increased