← 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
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$34.7M +$5.29K 1 2.73% Increased
177
Holocene Advisors
Holocene Advisors
New York
$34.3M -$59.7M 1 0.55% Reduced
178
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$33.3M +$5.15M 5 0.93% Increased
179
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$31.8M +$374K 5 0.14% Increased
180
OC
Oakmont Corp
California
$31.8M $0 1 4.14% Maintained
181
Advisors Asset Management
Advisors Asset Management
Colorado
$31.4M -$966K 5 0.51% Reduced
182
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$30.7M +$16.3M 1 2.52% Increased
183
Balyasny Asset Management
Balyasny Asset Management
Illinois
$30.6M +$7.32M 2 0.14% Increased
184
Huntington National Bank
Huntington National Bank
Ohio
$30.5M +$1.6M 4 0.48% Increased
185
Mutual of America Capital Management
Mutual of America Capital Management
New York
$30.2M -$1.14M 4 0.43% Reduced
186
CIC
Canal Insurance Company
South Carolina
$29M -$2.6M 3 9.01% Reduced
187
MetLife Investment Management
MetLife Investment Management
New Jersey
$28.9M -$446K 5 0.3% Reduced
188
Royal London Asset Management
Royal London Asset Management
United Kingdom
$28.5M -$1.65M 2 0.29% Reduced
189
Silvercrest Asset Management
Silvercrest Asset Management
New York
$28.4M -$317K 2 0.26% Reduced
190
MSL
Mackay Shields LLC
New York
$27.5M +$9.21M 2 0.21% Increased
191
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$27.1M +$4.25M 1 0.64% Increased
192
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$27M -$306K 3 0.19% Reduced
193
HCM
Huber Capital Management
California
$26.6M -$9.17M 1 1.72% Reduced
194
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.3M -$7.52M 5 0.18% Reduced
195
Comerica Bank
Comerica Bank
Texas
$26.1M -$7.36M 5 0.21% Reduced
196
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$26M -$32.6M 1 0.27% Reduced
197
CAM
ClariVest Asset Management
California
$25.7M -$30.1M 2 0.46% Reduced
198
CF
Cypress Funds
California
$25.7M $0 1 3.81% Maintained
199
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$25.7M +$98.3K 3 0.19% Increased
200
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$25.4M -$11.8M 2 0.05% Reduced