← 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
126
HM Payson & Co
HM Payson & Co
Maine
$28.1M +$27.1M 1 1.69% New
127
Silvercrest Asset Management
Silvercrest Asset Management
New York
$28M +$27.5M 2 0.59% New
128
Gotham Asset Management
Gotham Asset Management
New York
$27.6M +$26.2M 3 1.18% New
129
Edge Asset Management
Edge Asset Management
Washington
$27M +$26M 3 0.34% New
130
HCM
Huber Capital Management
California
$26.8M +$25.2M 1 1.07% New
131
MLM
Mount Lucas Management
Pennsylvania
$26.6M +$25M 1 6.05% New
132
STRS Ohio
STRS Ohio
Ohio
$26.3M +$25M 3 0.11% New
133
KAM
Keeley Asset Management
Illinois
$26.3M +$25.9M 1 0.52% New
134
HSBC Holdings
HSBC Holdings
United Kingdom
$25.3M +$24M 2 0.08% New
135
TD Asset Management
TD Asset Management
Ontario, Canada
$24.8M +$23.4M 3 0.05% New
136
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$24.2M +$22.9M 5 0.04% New
137
KBC Group
KBC Group
Belgium
$23.6M +$22.5M 3 0.44% New
138
Aviva
Aviva
United Kingdom
$23M +$21.7M 2 0.23% New
139
NFA
Nationwide Fund Advisors
Ohio
$22.9M +$21.8M 6 0.12% New
140
Ninety One (UK)
Ninety One (UK)
United Kingdom
$22.8M +$21.4M 1 0.17% New
141
LBG
Lloyds Banking Group
United Kingdom
$22.7M +$21.4M 2 0.24% New
142
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$22.2M +$20.9M 2 0.43% New
143
QS Investors
QS Investors
New York
$21.7M +$20.4M 1 0.76% New
144
Kennedy Capital Management
Kennedy Capital Management
Missouri
$20.7M +$20.4M 1 0.42% New
145
Allstate Corporation
Allstate Corporation
Illinois
$20.7M +$19.8M 2 0.94% New
146
MSA
Mason Street Advisors
Wisconsin
$20.4M +$19.2M 4 0.22% New
147
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.3M +$19.1M 3 0.11% New
148
UBS
UBS
Switzerland
$20.3M +$19.2M 8 0.02% New
149
KCM
Kames Capital Management
United Kingdom
$19.8M +$19.1M 1 0.7% New
150
JIR
James Investment Research
Ohio
$19.5M +$18.3M 1 0.8% New