← 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	Burney Company Reston, Virginia	$24.1M	+$799K	2	1.73%	Increased
177	Voloridge Investment Management Jupiter, Florida	$23.5M	-$6.19M	1	0.67%	Reduced
178	HM Payson & Co Portland, Maine	$23.5M	+$793K	2	1.17%	Increased
179	ABC Anchor Bolt Capital Chicago, Illinois	$23.4M	-$2.97M	1	0.82%	Reduced
180	Public Employees Retirement Association of Colorado Denver, Colorado	$23.2M	-$805K	4	0.19%	Reduced
181	CG Clinton Group New York	$22.5M	+$14.4M	2	0.99%	Increased
182	Martingale Asset Management Boston, Massachusetts	$21.9M	+$8.93M	3	0.36%	Increased
183	Balyasny Asset Management Chicago, Illinois	$21.9M	-$18M	1	0.14%	Reduced
184	SAM Scopus Asset Management New York	$21.7M	+$2.08M	1	0.29%	Increased
185	GAMA Graticule Asia Macro Advisors New York	$21.5M	-$37.2M	2	2.24%	Reduced
186	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$20.9M	-$7.08M	1	0.34%	Reduced
187	State of New Jersey Common Pension Fund D Trenton, New Jersey	$20.7M	-$16.8M	2	0.09%	Reduced
188	CF Cypress Funds Los Angeles, California	$20.7M	-$1.05M	1	4.88%	Reduced
189	SI Sprott Inc Toronto, Ontario, Canada	$20.5M	-$18.4M	1	1.06%	Reduced
190	Eaton Vance Management Boston, Massachusetts	$20.4M	+$156K	4	0.06%	Increased
191	BNP Paribas Financial Markets Paris, France	$20.3M	-$9.56M	5	0.09%	Reduced
192	AWCI Alpine Woods Capital Investors Purchase, New York	$20.1M	-$59.1K	2	1.2%	Reduced
193	Nicholas Company Milwaukee, Wisconsin	$20.1M	+$4.12M	1	0.41%	Increased
194	SCM SKBA Capital Management San Francisco, California	$20.1M	+$4.04M	1	1.96%	Increased
195	KBC Group Brussels, Belgium	$19.7M	+$267K	3	0.28%	Increased
196	Barclays London, United Kingdom	$19.6M	-$1.58M	4	0.03%	Reduced
197	Gotham Asset Management New York	$19.6M	-$7.94M	2	0.24%	Reduced
198	1832 Asset Management Toronto, Ontario, Canada	$19.6M	+$49K	1	0.08%	Increased
199	TPSF Texas Permanent School Fund Austin, Texas	$19.4M	-$1.18M	4	0.26%	Reduced
200	SCM Sandler Capital Management New York	$19.2M	+$14.6M	2	2.53%	Increased