← 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
Clearline Capital
New York
$22.1M +$20.5M 1 3.31% New
177
Aperio Group
Aperio Group
California
$21.9M +$1.92M 4 0.25% Increased
178
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.9M -$395K 3 0.29% Reduced
179
Hancock Whitney
Hancock Whitney
Mississippi
$20.7M -$5.39M 1 0.79% Reduced
180
EULAV Asset Management
EULAV Asset Management
Florida
$20.4M +$2.02M 2 1.05% Increased
181
BUB
BBVA USA Bancshares
Texas
$20.3M -$934K 1 0.91% Reduced
182
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$20.1M -$4.93M 1 3.17% Reduced
183
Silvercrest Asset Management
Silvercrest Asset Management
New York
$19.8M +$375K 2 0.28% Increased
184
BPIM
Brant Point Investment Management
New York
$19.7M +$18.2M 1 1.77% New
185
USAA
United Services Automobile Association
Texas
$19.4M +$774K 2 0.07% Increased
186
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$19.1M +$3.75M 1 0.39% Increased
187
Numeric Investors
Numeric Investors
Massachusetts
$19M +$16.1M 1 0.23% Increased
188
Comerica Bank
Comerica Bank
Texas
$18.9M -$23.1M 4 0.16% Reduced
189
Burney Company
Burney Company
Virginia
$18.9M +$2.84M 2 1.3% Increased
190
TPSF
Texas Permanent School Fund
Texas
$18.9M -$577K 4 0.21% Reduced
191
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$18.9M -$2.67M 2 0.72% Reduced
192
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$18.7M -$3.56M 3 0.1% Reduced
193
PP
Paloma Partners
Connecticut
$18.4M +$14.4M 3 0.52% Increased
194
Glenmede Trust
Glenmede Trust
Pennsylvania
$18.3M +$8.64M 5 0.13% Increased
195
Zacks Investment Management
Zacks Investment Management
Illinois
$17.2M +$655K 2 0.54% Increased
196
PineBridge Investments
PineBridge Investments
New York
$17.2M -$5.64M 3 0.63% Reduced
197
Kennedy Capital Management
Kennedy Capital Management
Missouri
$17M +$5.19M 1 0.3% Increased
198
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$16.8M +$2.71M 1 0.32% Increased
199
Raymond James & Associates
Raymond James & Associates
Florida
$16.7M +$4.25M 4 0.07% Increased
200
SEI Investments
SEI Investments
Pennsylvania
$16.6M -$6.19M 4 0.14% Reduced