← 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	SG Americas Securities New York	$42.2M	-$5.68M	6	0.35%	Reduced
177	Nikko Asset Management Americas New York	$41.4M	+$7.1M	5	0.74%	Increased
178	Palisade Capital Management Fort Lee, New Jersey	$41M	-$6.64M	3	1.25%	Reduced
179	CCI Columbus Circle Investors	$40.6M	+$30.3M	2	1.49%	Increased
180	Treasurer of the State of North Carolina Raleigh, North Carolina	$40M	-$11.9M	3	0.36%	Reduced
181	Emerald Advisers Leola, Pennsylvania	$39.6M	+$1.54M	2	1.85%	Increased
182	Huntington National Bank Columbus, Ohio	$39.6M	+$1.39M	4	0.64%	Increased
183	Fidelity International Hamilton, Bermuda	$39.5M	-$2.19M	2	0.06%	Reduced
184	Public Employees Retirement Association of Colorado Denver, Colorado	$39.2M	+$1.77M	5	0.24%	Increased
185	Aviva London, United Kingdom	$38.5M	+$11.6M	2	0.26%	Increased
186	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$37.7M	-$1.19M	1	1.07%	Reduced
187	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$37.6M	+$35.7M	2	3.89%	Increased
188	MetLife Investment Management Whippany, New Jersey	$37.1M	+$4.27M	6	0.41%	Increased
189	SGAM Smith Group Asset Management Dallas, Texas	$37M	+$36.3M	1	1.3%	New
190	Arizona State Retirement System Phoenix, Arizona	$36.6M	+$14.1M	4	0.45%	Increased
191	Select Equity Group New York	$36.2M	-$32M	1	0.24%	Reduced
192	Teacher Retirement System of Texas Austin, Texas	$36M	+$35.2M	3	0.32%	New
193	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$35.9M	+$452K	1	1.59%	Increased
194	HighTower Advisors Chicago, Illinois	$35.8M	+$14.5M	5	0.2%	Increased
195	Carson Wealth (CWM LLC) Omaha, Nebraska	$35.5M	$0	5	0.28%	Maintained
196	Jennison Associates New York	$34.9M	+$34.3M	3	0.04%	New
197	Jane Street New York	$34.3M	+$2.38M	5	0.06%	Increased
198	Burney Company Reston, Virginia	$34.1M	-$2.63M	2	2.04%	Reduced
199	Oregon Public Employees Retirement Fund Tigard, Oregon	$33.9M	+$21.7M	5	0.45%	Increased
200	Pictet Asset Management (UK) London, United Kingdom	$33.7M	+$12.6M	2	0.07%	Increased