← 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	Susquehanna International Group Bala Cynwyd, Pennsylvania	$26.8M	+$21.9M	5	0.01%	Increased
177	Huntington National Bank Columbus, Ohio	$26.5M	+$725K	3	0.44%	Increased
178	Fred Alger Management New York	$26.3M	+$8.8M	1	0.1%	Increased
179	Royal London Asset Management United Kingdom	$25.8M	-$586K	2	0.2%	Reduced
180	Man Group London, United Kingdom	$25.7M	-$9.71M	4	0.1%	Reduced
181	Silvercrest Asset Management New York	$25.3M	+$326K	2	0.25%	Increased
182	IAM Impala Asset Management Palm Beach, Florida	$24.9M	+$9.85M	1	1.3%	Increased
183	Envestnet Asset Management Chicago, Illinois	$24.4M	-$1.07M	5	0.03%	Reduced
184	SM Saya Management New York	$24M	+$23.1M	1	15.29%	New
185	Fayez Sarofim & Co Houston, Texas	$23.7M	$0	1	0.12%	Maintained
186	Voloridge Investment Management Jupiter, Florida	$23.6M	+$12.1M	3	0.71%	Increased
187	ACI AMP Capital Investors Sydney, Australia	$23.6M	-$7.16M	3	0.13%	Reduced
188	CIC Canal Insurance Company Greenville, South Carolina	$23.5M	+$1.08M	4	7.99%	Increased
189	Paradigm Capital Management Inc Albany, New York	$23.5M	-$5.77M	1	2.06%	Reduced
190	United Capital Financial Advisors Irving, Texas	$23M	-$233K	3	0.16%	Reduced
191	Comerica Bank Dallas, Texas	$22.6M	-$1.85M	5	0.18%	Reduced
192	Suntrust Banks Atlanta, Georgia	$22.6M	+$170K	4	0.12%	Increased
193	Clark Capital Management Group Philadelphia, Pennsylvania	$22.1M	+$22.4M	1	0.53%	New
194	GIP Granite Investment Partners El Segundo, California	$21.7M	+$3.54M	1	1.23%	Increased
195	State of Michigan Retirement System Lansing, Michigan	$21.7M	-$172K	3	0.17%	Reduced
196	Lazard Asset Management New York	$21M	+$16.1M	2	0.03%	Increased
197	Jane Street New York	$20.9M	+$10.5M	6	0.03%	Increased
198	PP Paloma Partners Greenwich, Connecticut	$20.8M	+$20.7M	5	0.51%	Increased
199	Mackenzie Financial Toronto Ontario, Ontario, Canada	$20.8M	-$10.3M	1	0.05%	Reduced
200	Peregrine Capital Management Minneapolis, Minnesota	$20.5M	-$1.72M	1	0.51%	Reduced