← 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
451	Marsico Capital Management Denver, Colorado	$6.61M	$0	1	0.24%	Maintained
452	MIM Martin Investment Management Palm Beach Gardens, Florida	$6.56M	-$5.05M	1	2.28%	Reduced
453	IAM Integre Asset Management New York	$6.55M	-$438K	2	3.71%	Reduced
454	RCM Radnor Capital Management Wayne, Pennsylvania	$6.5M	-$15.8K	2	2.01%	Reduced
455	RIM Redpoint Investment Management Sydney, NSW, Australia	$6.5M	-$87.8K	2	0.32%	Reduced
456	HA Heartland Advisors Milwaukee, Wisconsin	$6.5M	-$1.92M	1	0.48%	Reduced
457	PEAK6 Investments Chicago, Illinois	$6.5M	+$203K	5	0.03%	Increased
458	IAM Impala Asset Management Palm Beach, Florida	$6.46M	-$986K	1	0.49%	Reduced
459	GIA GHP Investment Advisors Denver, Colorado	$6.44M	+$181K	3	0.69%	Increased
460	BFIM Beese Fulmer Investment Management Canton, Ohio	$6.27M	+$119K	2	0.88%	Increased
461	FL Fort LP Chevy Chase, Maryland	$6.2M	+$335K	3	1.09%	Increased
462	BPM Bowling Portfolio Management Cincinnati, Ohio	$6.15M	+$2.88M	2	1.05%	Increased
463	Rafferty Asset Management New York	$6.14M	+$988K	4	0.09%	Increased
464	Jefferies Group New York	$6.11M	-$655K	3	0.05%	Reduced
465	UR USCA RIA Houston, Texas	$6.11M	+$4.85M	4	0.55%	Increased
466	ETrade Capital Management Arlington, Virginia	$6.04M	+$201K	3	0.14%	Increased
467	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$6M	+$2.84M	3	0.04%	Increased
468	Quantbot Technologies New York	$5.98M	+$3.4M	3	0.59%	Increased
469	AMG National Trust Bank Greenwood Village, Colorado	$5.97M	$0	1	0.34%	Maintained
470	MIP Marietta Investment Partners Milwaukee, Wisconsin	$5.95M	+$5.77M	1	1.95%	New
471	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$5.94M	-$291K	2	0.52%	Reduced
472	CEP Chicago Equity Partners Chicago, Illinois	$5.93M	-$775K	2	0.34%	Reduced
473	JGC J. Goldman & Co New York	$5.92M	+$6M	1	0.42%	New
474	Swiss Life Asset Management Zurich,	$5.91M	-$2.33M	1	0.11%	Reduced
475	SIM Sentry Investment Management Stevens Point, Wisconsin	$5.91M	$0	2	0.35%	Maintained