← 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
Huntington National Bank
Huntington National Bank
Ohio
$35.3M +$2.83M 4 0.66% Increased
177
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$35.1M +$921K 5 0.24% Increased
178
LSV Asset Management
LSV Asset Management
Illinois
$35.1M -$522K 2 0.08% Reduced
179
CI Investments Inc
CI Investments Inc
Ontario, Canada
$34.7M -$337K 3 0.21% Reduced
180
GIP
Granite Investment Partners
California
$34.5M +$14.2M 2 2.23% Increased
181
Palisade Capital Management
Palisade Capital Management
New Jersey
$34.1M -$3.1M 3 1.21% Reduced
182
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$34.1M +$10.8M 3 0.27% Increased
183
Balyasny Asset Management
Balyasny Asset Management
Illinois
$34M -$96.2M 4 0.4% Reduced
184
CC
Cannell & Co
New York
$33.8M +$17.7M 1 1.62% Increased
185
ZCM
Ziegler Capital Management
Illinois
$33.6M +$34.1M 2 0.9% New
186
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.5M -$32.4M 4 0.12% Reduced
187
MSL
Mackay Shields LLC
New York
$33.3M -$2.4M 3 0.31% Reduced
188
Wedge Capital Management
Wedge Capital Management
North Carolina
$33M -$8.79M 1 0.57% Reduced
189
Waverton Investment Management
Waverton Investment Management
United Kingdom
$32.9M +$25.6M 1 2.14% Increased
190
Personal Capital Advisors
Personal Capital Advisors
California
$32.8M +$541K 2 0.32% Increased
191
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$32.8M +$5.81M 3 0.45% Increased
192
GIA
Guyasuta Investment Advisors
Pennsylvania
$32.3M -$303K 2 3.86% Reduced
193
Los Angeles Capital Management
Los Angeles Capital Management
California
$32.2M -$6.29M 3 0.2% Reduced
194
Mutual of America Capital Management
Mutual of America Capital Management
New York
$32.1M -$6.86M 5 0.54% Reduced
195
Emerald Advisers
Emerald Advisers
Pennsylvania
$31.9M +$3.25M 2 1.84% Increased
196
Comerica Bank
Comerica Bank
Texas
$31.2M +$962K 5 0.29% Increased
197
Fred Alger Management
Fred Alger Management
New York
$31M -$791K 3 0.14% Reduced
198
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$30.9M +$32.1M 3 0.63% Increased
199
M&G Investment Management
M&G Investment Management
United Kingdom
$30.6M +$34.3M 1 0.37% Increased
200
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$30.6M -$103M 3 0.11% Reduced