← 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
AIA Group
AIA Group
Hong Kong
$18.9M +$9.73M 3 0.33% Increased
402
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$18.7M +$7.71M 8 0.35% Increased
403
TCM
Telos Capital Management
California
$18.7M -$85.5K 2 1.79% Reduced
404
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$18.5M $0 2 0.2% Maintained
405
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$18.3M +$919K 7 0.11% Increased
406
Glenmede Investment Management
Glenmede Investment Management
Pennsylvania
$18.3M -$279K 5 0.09% Reduced
407
CTI
Community Trust & Investment
Kentucky
$18.3M -$703K 1 0.98% Reduced
408
ING Group
ING Group
Netherlands
$18.3M -$75.6K 3 0.1% Reduced
409
SST
S Squared Technology
New York
$18.2M -$3.84M 1 6.93% Reduced
410
JA
JLB & Associates
Michigan
$18.2M +$2.27K 1 2.39% Increased
411
RIA
RPG Investment Advisory
California
$18.1M +$22.4K 2 2.14% Increased
412
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$18.1M +$16.6M 1 0.36% New
413
GW&K Investment Management
GW&K Investment Management
Massachusetts
$18.1M +$14.7M 5 0.16% Increased
414
Weiss Asset Management
Weiss Asset Management
Massachusetts
$18.1M +$10.5M 3 0.21% Increased
415
ROC
Running Oak Capital
Minnesota
$17.9M -$1.12M 1 2.01% Reduced
416
Burney Company
Burney Company
Virginia
$17.9M -$297K 2 0.57% Reduced
417
Hantz Financial Services
Hantz Financial Services
Michigan
$17.7M -$1.44M 5 0.27% Reduced
418
Nomura Holdings
Nomura Holdings
Japan
$17.7M +$4.03M 5 0.03% Increased
419
AXA Investment Managers
AXA Investment Managers
France
$17.7M +$15.9M 6 0.05% New
420
Pacer Advisors
Pacer Advisors
Pennsylvania
$17.6M +$1.09M 5 0.04% Increased
421
Wealthfront Advisers
Wealthfront Advisers
California
$17.6M +$2.88M 4 0.04% Increased
422
Sit Investment Associates
Sit Investment Associates
Minnesota
$17.4M -$360K 3 0.35% Reduced
423
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$17.4M -$985K 1 0.15% Reduced
424
FMI
F/M Investments
District of Columbia
$17.4M -$90.7K 1 0.67% Reduced
425
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.3M +$1.77M 11 0.07% Increased