← 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
101	AGF Investments Inc Toronto, Ontario, Canada	$41.5M	+$1.44M	1	0.47%	Increased
102	Seizert Capital Partners Birmingham, Michigan	$41.2M	-$5.32M	2	1.12%	Reduced
103	Los Angeles Capital Management Los Angeles, California	$39.6M	+$5.7M	4	0.49%	Increased
104	Snyder Capital Management San Francisco, California	$38.3M	-$595K	1	1.98%	Reduced
105	Luther King Capital Management (LKCM) Fort Worth, Texas	$37.8M	+$5.78M	3	0.32%	Increased
106	BlackRock Japan Tokyo, Japan	$37.3M	-$1.69M	2	0.18%	Reduced
107	MCM McKinley Capital Management Anchorage, Alaska	$35.8M	+$31.3M	1	1.57%	Increased
108	WBC Westpac Banking Corp Sydney, Australia	$35.7M	-$2.34M	2	0.45%	Reduced
109	Jennison Associates New York	$35M	-$4.78M	1	0.04%	Reduced
110	Swiss National Bank Zurich, Switzerland	$34.7M	+$46.1K	6	0.14%	Increased
111	Gotham Asset Management New York	$34.6M	+$2.38M	2	1.12%	Increased
112	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$34M	+$153K	5	0.06%	Increased
113	Bowen Hanes & Co Ponte Vedra Beach, Florida	$33.7M	-$2.79M	1	1.72%	Reduced
114	MTB Mizuho Trust & Banking Tokyo, Japan	$33.6M	$0	2	0.14%	Maintained
115	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$33.1M	-$47.2K	2	0.24%	Reduced
116	OppenheimerFunds New York	$32.2M	+$13.3M	1	0.02%	Increased
117	ACI AMP Capital Investors Sydney, Australia	$31.7M	-$4.57M	4	0.24%	Reduced
118	Commerzbank Aktiengesellschaft Frankfurt, Germany	$31.6M	+$16.5M	2	0.16%	Increased
119	LBG Lloyds Banking Group London, United Kingdom	$31.5M	+$5.15M	2	0.32%	Increased
120	HCM Huber Capital Management El Segundo, California	$31.2M	+$322K	2	1.08%	Increased
121	Tocqueville Asset Management New York	$31.1M	-$7M	2	0.39%	Reduced
122	Silvercrest Asset Management New York	$31.1M	+$341K	2	0.6%	Increased
123	Edge Asset Management Seattle, Washington	$31M	-$75.9K	3	0.37%	Reduced
124	HSBC Holdings London, United Kingdom	$30.9M	+$1.44M	2	0.08%	Increased
125	APG Asset Management Amsterdam, Netherlands	$30.6M	-$6.12M	2	0.1%	Reduced