← 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
426
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$9M -$373K 2 0.32% Reduced
427
Allstate Corporation
Allstate Corporation
Illinois
$8.96M +$6.61M 3 0.17% Increased
428
Curi RMB Capital
Curi RMB Capital
Illinois
$8.93M -$495K 2 0.27% Reduced
429
AIC
AWM Investment Company
New York
$8.85M +$1.51M 2 0.89% Increased
430
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$8.85M +$207K 1 0.24% Increased
431
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$8.82M +$226K 4 0.17% Increased
432
PAM
Palisade Asset Management
Minnesota
$8.71M -$52.5K 1 0.97% Reduced
433
GD
Grandfield & Dodd
New York
$8.62M +$1.82M 1 0.55% Increased
434
M
MOTCO
Texas
$8.61M +$71.6K 3 0.53% Increased
435
WIC
WealthBridge Investment Counsel
Alberta, Canada
$8.6M -$7.54K 2 3.65% Reduced
436
WRBC
W.R. Berkley Corp
Connecticut
$8.59M +$4.64M 1 0.47% Increased
437
SST
S Squared Technology
New York
$8.59M +$422K 1 3.84% Increased
438
Hancock Whitney
Hancock Whitney
Mississippi
$8.57M -$65.8K 2 0.27% Reduced
439
NAM
NorthCrest Asset Manangement
Minnesota
$8.57M +$8.85M 2 0.47% New
440
CAC
Core Alternative Capital
Georgia
$8.54M +$212K 2 1.72% Increased
441
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$8.49M -$33.1K 3 0.12% Reduced
442
MAM
Majedie Asset Management
United Kingdom
$8.43M -$1.7M 1 0.64% Reduced
443
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.41M -$5.21M 2 0.02% Reduced
444
MA
Mudita Advisors
United Kingdom
$8.4M +$8.08M 1 7.58% New
445
TTWM
TCV Trust & Wealth Management
Virginia
$8.36M +$157K 1 0.83% Increased
446
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$8.29M +$140K 2 0.1% Increased
447
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$8.28M -$274K 3 0.18% Reduced
448
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$8.19M -$73.5K 4 0.18% Reduced
449
MML Investors Services
MML Investors Services
Massachusetts
$8.18M -$524K 3 0.06% Reduced
450
HP
Holowesko Partners
Bahamas
$8.17M -$3.13M 1 3.33% Reduced