← 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
151	CGM Capital Growth Management Boston, Massachusetts	$35M	+$35.5M	1	2.16%	New
152	Palisade Capital Management Fort Lee, New Jersey	$34.9M	+$1.53M	2	1.12%	Increased
153	Vident Investment Advisory Alpharetta, Georgia	$34M	-$3.68M	4	1.83%	Reduced
154	Natixis Advisors Boston, Massachusetts	$33.1M	+$2.81M	3	0.29%	Increased
155	Aberdeen Group Edinburgh, United Kingdom	$33.1M	+$4.19M	2	0.07%	Increased
156	DCM Daruma Capital Management New York	$32.6M	-$12.1M	1	3.71%	Reduced
157	Mutual of America Capital Management New York	$32.5M	+$1.4M	5	0.47%	Increased
158	Emerald Advisers Leola, Pennsylvania	$32.1M	+$51K	1	1.31%	Increased
159	HSBC Holdings London, United Kingdom	$31.9M	-$8.77M	5	0.06%	Reduced
160	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$31.7M	-$3.21M	1	0.75%	Reduced
161	GAMCO Investors Greenwich, Connecticut	$31.3M	-$21.8M	2	0.24%	Reduced
162	VOYA Investment Management Atlanta, Georgia	$31.2M	-$541K	6	0.07%	Reduced
163	Burney Company Reston, Virginia	$31.1M	-$5.49M	2	1.93%	Reduced
164	Two Sigma Investments New York	$30.2M	-$57M	3	0.1%	Reduced
165	Arizona State Retirement System Phoenix, Arizona	$29.9M	-$1.22M	4	0.36%	Reduced
166	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$29.8M	+$733K	1	1.2%	Increased
167	First Trust Advisors Wheaton, Illinois	$29.8M	-$21.2M	4	0.06%	Reduced
168	Asset Management One Tokyo, Japan	$29.8M	-$71.4M	2	0.16%	Reduced
169	Nisa Investment Advisors St. Louis, Missouri	$29.5M	-$136K	4	0.29%	Reduced
170	Public Employees Retirement Association of Colorado Denver, Colorado	$28.5M	-$7.63M	5	0.18%	Reduced
171	Pinnacle Associates New York	$28.1M	+$2.5M	3	0.63%	Increased
172	Ceredex Value Advisors Orlando, Florida	$28M	-$21.2M	1	0.34%	Reduced
173	LPL Financial San Diego, California	$27.4M	-$295K	5	0.06%	Reduced
174	Gabelli Funds Rye, New York	$27.2M	-$4.37M	2	0.17%	Reduced
175	Federated Hermes Pittsburgh, Pennsylvania	$27.2M	+$12.7M	4	0.07%	Increased