← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$41.9M +$9.37M 6 0.02% Increased
152
Bahl & Gaynor
Bahl & Gaynor
Ohio
$41.1M +$18.1M 1 0.3% Increased
153
Palisade Capital Management
Palisade Capital Management
New Jersey
$41.1M +$512K 2 1.27% Increased
154
Natixis Advisors
Natixis Advisors
Massachusetts
$41M +$1.38M 3 0.33% Increased
155
Renaissance Technologies
Renaissance Technologies
New York
$40.6M -$76.3M 5 0.04% Reduced
156
VOYA Investment Management
VOYA Investment Management
Georgia
$39.8M +$2.56M 6 0.09% Increased
157
Asset Management One
Asset Management One
Japan
$38.5M +$2.69M 2 0.19% Increased
158
Mutual of America Capital Management
Mutual of America Capital Management
New York
$38.2M -$807K 5 0.54% Reduced
159
Point72 Asset Management
Point72 Asset Management
Connecticut
$37.7M -$115M 3 0.2% Reduced
160
Fred Alger Management
Fred Alger Management
New York
$37.5M -$824K 1 0.14% Reduced
161
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$37.2M +$14.7M 5 0.68% Increased
162
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$37.1M +$34.3M 1 3.43% New
163
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$37.1M +$2.06M 4 0.73% Increased
164
Fidelity International
Fidelity International
Bermuda
$36.1M -$15.3M 2 0.05% Reduced
165
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$35.5M $0 5 0.28% Maintained
166
Hood River Capital Management
Hood River Capital Management
Florida
$35.4M +$25.9M 1 1.66% Increased
167
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$34.3M -$782K 4 0.33% Reduced
168
Burney Company
Burney Company
Virginia
$33.3M -$3.37M 2 2.02% Reduced
169
CRM
Cramer Rosenthal McGlynn
Connecticut
$33.2M -$3.14M 1 0.91% Reduced
170
Huntington National Bank
Huntington National Bank
Ohio
$32.9M +$1.05M 4 0.53% Increased
171
GIP
Granite Investment Partners
California
$32.8M +$854K 2 1.76% Increased
172
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$32.8M -$2.49M 3 0.22% Reduced
173
Vident Investment Advisory
Vident Investment Advisory
Georgia
$32.5M -$55K 4 2.61% Reduced
174
Moore Capital Management
Moore Capital Management
New York
$32.5M +$25M 1 0.77% Increased
175
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$32.4M -$845K 5 0.2% Reduced