← 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
176
CC
Chubb Corp
New Jersey
$17.9M $0 1 0.93% Maintained
177
QS Batterymarch Financial Management
QS Batterymarch Financial Management
New York
$17.8M -$3.5M 2 0.45% Reduced
178
BUB
BBVA USA Bancshares
Texas
$17.6M -$513K 1 0.76% Reduced
179
Arizona State Retirement System
Arizona State Retirement System
Arizona
$17.2M +$134K 4 0.21% Increased
180
LI
LMCG Investments
Massachusetts
$17.1M -$852K 1 0.37% Reduced
181
Glenmede Trust
Glenmede Trust
Pennsylvania
$17M -$3.29M 4 0.15% Reduced
182
Becker Capital Management
Becker Capital Management
Oregon
$16.9M -$2.77M 1 0.69% Reduced
183
TCW Group
TCW Group
California
$16.9M -$27.4K 2 0.07% Reduced
184
KP
Kiltearn Partners
United Kingdom
$16.8M -$14M 1 1.6% Reduced
185
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$16.8M -$388K 3 0.23% Reduced
186
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$16.5M +$72.5K 2 0.97% Increased
187
BKBG
BHF Kleinwort Benson Group
Belgium
$16.1M -$3.02M 2 0.47% Reduced
188
Millennium Management
Millennium Management
New York
$16.1M +$3.55M 4 0.04% Increased
189
Kennedy Capital Management
Kennedy Capital Management
Missouri
$16M -$320K 1 0.3% Reduced
190
FC
Fairpointe Capital
Illinois
$15.5M -$65.4M 1 0.21% Reduced
191
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$15.4M +$2.8M 2 0.23% Increased
192
Eagle Asset Management
Eagle Asset Management
Florida
$15.1M -$4.65M 2 0.08% Reduced
193
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$15.1M +$5.45M 4 0.4% Increased
194
SFM
Systematic Financial Management
New Jersey
$15M -$3.98M 1 0.1% Reduced
195
PineBridge Investments
PineBridge Investments
New York
$14.8M -$4.23M 4 0.59% Reduced
196
Ninety One (UK)
Ninety One (UK)
United Kingdom
$14.8M -$6.89M 1 0.09% Reduced
197
Silvercrest Asset Management
Silvercrest Asset Management
New York
$14.7M -$278K 2 0.22% Reduced
198
Colony Group
Colony Group
Massachusetts
$14.6M +$74.5K 2 1.95% Increased
199
Burney Company
Burney Company
Virginia
$14.4M +$285K 2 1.25% Increased
200
CRCP
Copper Rock Capital Partners
Massachusetts
$14.2M +$547K 1 2.26% Increased
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