← 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
TimesSquare Capital Management
TimesSquare Capital Management
New York
$22.4M +$3.06M 1 0.38% Increased
402
Cresset Asset Management
Cresset Asset Management
Illinois
$22.4M -$3.38M 6 0.1% Reduced
403
Storebrand Asset Management
Storebrand Asset Management
Norway
$22.3M +$18.2M 2 0.06% Increased
404
SouthState Corp
SouthState Corp
Florida
$22.3M +$322K 3 1.04% Increased
405
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$22.3M +$179K 4 0.28% Increased
406
QRG Capital Management
QRG Capital Management
Illinois
$22.2M +$4.5M 3 0.23% Increased
407
AP
Atwood & Palmer
Missouri
$22.2M -$105K 3 1.25% Reduced
408
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$21.9M -$483K 2 0.18% Reduced
409
Allstate Corporation
Allstate Corporation
Illinois
$21.9M +$8.87M 6 0.23% Increased
410
Yousif Capital Management
Yousif Capital Management
Michigan
$21.8M -$2.07M 6 0.26% Reduced
411
AssetMark Inc
AssetMark Inc
California
$21.7M -$6.19M 8 0.04% Reduced
412
Group One Trading
Group One Trading
Illinois
$21.6M -$12.6M 9 0.04% Reduced
413
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$21.6M +$5.34M 4 0.15% Increased
414
FCM
Fogel Capital Management
Florida
$21.5M +$902K 3 9.84% Increased
415
Granahan Investment Management
Granahan Investment Management
Massachusetts
$21.5M +$5.91M 3 1.04% Increased
416
MCM
Mill Capital Management
North Carolina
$21.4M +$12.2K 1 1.63% Increased
417
TF
Talbot Financial
Washington
$21.4M +$92K 1 1.8% Increased
418
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$21.4M +$13.2M 5 0.26% Increased
419
GAMCO Investors
GAMCO Investors
Connecticut
$21.4M -$640K 3 0.21% Reduced
420
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$21.2M -$31.2M 2 0.26% Reduced
421
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$21.2M +$21.2M 1 0.83% Increased
422
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$21.2M -$1.19M 4 0.24% Reduced
423
Advisors Capital Management
Advisors Capital Management
New Jersey
$21M -$5.32M 4 0.24% Reduced
424
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$21M +$4.53M 7 0.23% Increased
425
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.9M +$11.2M 2 0.05% Increased