← 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	Calamos Advisors Naperville, Illinois	$54.5M	+$8.66M	2	0.33%	Increased
127	Factory Mutual Insurance Waltham, Massachusetts	$53.6M	+$959K	1	0.58%	Increased
128	Aviva London, United Kingdom	$50.2M	-$1.28M	2	0.3%	Reduced
129	CBT Capital Bank & Trust Irvine, California	$50M	+$442K	3	0.65%	Increased
130	Teacher Retirement System of Texas Austin, Texas	$49.5M	-$16.7M	5	0.31%	Reduced
131	SAM Scopus Asset Management New York	$48.8M	-$45.3M	3	0.45%	Reduced
132	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$48.4M	+$12.5M	5	1.15%	Increased
133	CI Global Investments Oakland, California	$46.1M	-$37.3M	1	0.74%	Reduced
134	Axa Paris, France	$45.5M	+$347K	3	0.17%	Increased
135	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$45.4M	+$2.89M	2	0.09%	Increased
136	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$45.1M	-$7.65M	1	0.81%	Reduced
137	CIBC World Markets New York	$44.5M	+$26.5M	3	0.38%	Increased
138	RP RR Partners New York	$44.1M	-$572K	1	3.34%	Reduced
139	CCM Clearfield Capital Management New York	$43.9M	+$5.97M	1	11.13%	Increased
140	USAA United Services Automobile Association San Antonio, Texas	$43.8M	-$10.8M	5	0.12%	Reduced
141	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$43.4M	-$391K	3	0.22%	Reduced
142	Los Angeles Capital Management Los Angeles, California	$42.8M	-$30.6M	3	0.24%	Reduced
143	DCM Daruma Capital Management New York	$42M	+$1.02M	1	2.73%	Increased
144	Menora Mivtachim Holdings Ramat Gan, Israel	$41.6M	+$15.4M	1	1.18%	Increased
145	LPL Financial San Diego, California	$41.4M	+$3.18M	5	0.11%	Increased
146	Squarepoint New York	$40.9M	+$38.6M	4	0.54%	Increased
147	Aberdeen Group Edinburgh, United Kingdom	$40.8M	-$855K	2	0.08%	Reduced
148	Palisade Capital Management Fort Lee, New Jersey	$40.5M	+$6.86M	2	1.17%	Increased
149	RHBC R.H. Bluestein & Co Birmingham, Michigan	$39.7M	+$8.63M	3	2.05%	Increased
150	ACI AMP Capital Investors Sydney, Australia	$39.7M	+$9.81M	4	0.22%	Increased