← 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
RIG
Roosevelt Investment Group
New York
$26.7M +$4.59M 1 2.37% Increased
177
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.6M -$13.5M 2 0.06% Reduced
178
CRM
Cramer Rosenthal McGlynn
Connecticut
$26.5M +$27.2M 1 0.42% New
179
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$26M -$6.15M 2 0.11% Reduced
180
Scout Investments
Scout Investments
Missouri
$26M -$12.4M 2 0.71% Reduced
181
Gotham Asset Management
Gotham Asset Management
New York
$26M +$19.9M 3 0.29% Increased
182
Stifel Financial
Stifel Financial
Missouri
$25.8M -$11.1M 4 0.14% Reduced
183
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.7M -$17M 2 0.29% Reduced
184
EULAV Asset Management
EULAV Asset Management
Florida
$25.7M +$3.05M 2 1.43% Increased
185
Comerica Bank
Comerica Bank
Texas
$24.1M +$2.62M 5 0.21% Increased
186
Gabelli Funds
Gabelli Funds
New York
$23.9M +$1.86M 2 0.14% Increased
187
Natixis Advisors
Natixis Advisors
Massachusetts
$23.7M +$5.94M 3 0.35% Increased
188
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23.6M +$2.93M 2 0.22% Increased
189
ABC
Anchor Bolt Capital
Illinois
$23.6M +$22.5M 1 0.78% New
190
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$23.4M -$156K 3 0.34% Reduced
191
USAA
United Services Automobile Association
Texas
$22.5M +$302K 3 0.08% Increased
192
VAM
Visium Asset Management
New York
$22M +$10.5M 1 0.37% Increased
193
BCIM
Black Creek Investment Management
Ontario, Canada
$21.7M -$2.66M 1 1.92% Reduced
194
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$21.5M -$104K 4 0.18% Reduced
195
Burney Company
Burney Company
Virginia
$21.5M -$337K 2 1.57% Reduced
196
HM Payson & Co
HM Payson & Co
Maine
$21.1M -$516K 2 1.1% Reduced
197
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$21.1M -$7.39M 2 1.63% Reduced
198
ACM
American Capital Management
New York
$20.9M +$696K 1 1.82% Increased
199
HCM
Highline Capital Management
New York
$20.4M +$21M 1 0.86% New
200
CF
Cypress Funds
California
$19.4M -$5.57M 1 4.86% Reduced