← 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	KBC Group Brussels, Belgium	$24M	+$4.97M	3	0.28%	Increased
177	ABC Anchor Bolt Capital Chicago, Illinois	$23.9M	+$1.4M	1	0.73%	Increased
178	Martingale Asset Management Boston, Massachusetts	$23.9M	+$2.6M	3	0.36%	Increased
179	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$23.5M	+$10.3M	2	0.09%	Increased
180	Artemis Investment Management Edinburgh, United Kingdom	$22.9M	-$2.34M	1	0.64%	Reduced
181	Nicholas Company Milwaukee, Wisconsin	$22M	-$16.9K	1	0.48%	Reduced
182	BCM Barometer Capital Management Toronto, Ontario, Canada	$21.7M	-$16M	1	2.41%	Reduced
183	Eaton Vance Management Boston, Massachusetts	$21.5M	+$1.13M	4	0.06%	Increased
184	D.E. Shaw & Co New York	$21.3M	-$6.13M	3	0.04%	Reduced
185	Barclays London, United Kingdom	$20.8M	+$1.37M	5	0.02%	Increased
186	Natixis Advisors Boston, Massachusetts	$20.8M	-$7.24M	3	0.27%	Reduced
187	CCMH Cornerstone Capital Management Holdings New York	$20.4M	+$8.13M	3	0.15%	Increased
188	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$20.2M	-$2.59M	1	0.31%	Reduced
189	WBC Westpac Banking Corp Sydney, Australia	$20.2M	-$8.1M	2	0.22%	Reduced
190	MCM McKinley Capital Management Anchorage, Alaska	$20.1M	+$3.17M	1	0.72%	Increased
191	NAM NorthCoast Asset Management Greenwich, Connecticut	$20.1M	+$20.3M	1	1.63%	New
192	1832 Asset Management Toronto, Ontario, Canada	$19.8M	+$1.15M	1	0.07%	Increased
193	CF Cypress Funds Los Angeles, California	$19.7M	-$217K	1	4.23%	Reduced
194	SI Sprott Inc Toronto, Ontario, Canada	$19.7M	-$108K	1	0.7%	Reduced
195	TPSF Texas Permanent School Fund Austin, Texas	$18.5M	-$963K	4	0.25%	Reduced
196	SCM SKBA Capital Management San Francisco, California	$18.3M	-$3.56M	1	2.05%	Reduced
197	Suntrust Banks Atlanta, Georgia	$18.3M	+$146K	3	0.11%	Increased
198	United Capital Financial Advisors Irving, Texas	$18.2M	+$509K	3	0.18%	Increased
199	KeyBank National Association Cleveland, Ohio	$17.9M	+$754K	2	0.11%	Increased
200	BB&T Securities Richmond, Virginia	$17.9M	+$11.9M	3	0.27%	Increased