← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$40.6M -$7.58M 3 0.13% Reduced
177
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$40.3M +$167K 3 0.3% Increased
178
Waverton Investment Management
Waverton Investment Management
United Kingdom
$40.1M -$1.09M 1 1.99% Reduced
179
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$39.3M -$43.3K 2 1.74% Reduced
180
Huntington National Bank
Huntington National Bank
Ohio
$38.9M -$228K 5 0.57% Reduced
181
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$38.9M -$11.7M 2 0.73% Reduced
182
1832 Asset Management
1832 Asset Management
Ontario, Canada
$38.7M -$22.1M 1 0.1% Reduced
183
CIBC World Markets
CIBC World Markets
New York
$38.6M +$1.47M 3 0.38% Increased
184
Meitav Investment House
Meitav Investment House
Israel
$38.3M +$2.39M 4 1.9% Increased
185
AGDR
AdamCapital Gestao de Recursos
Brazil
$38.3M +$36.4M 2 5.26% Increased
186
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$37.6M +$1.26M 5 0.3% Increased
187
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$37.3M -$27.6M 5 0.55% Reduced
188
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$37.2M +$1.47M 5 0.2% Increased
189
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$37M +$6.31M 4 0.5% Increased
190
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$37M +$441K 2 0.88% Increased
191
KBC Group
KBC Group
Belgium
$36.5M +$7.76M 3 0.21% Increased
192
RIM
Ranger Investment Management
Texas
$36.3M -$185K 1 2.31% Reduced
193
Osaic Holdings
Osaic Holdings
Arizona
$36.1M +$300K 8 0.11% Increased
194
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$35.5M $0 5 0.28% Maintained
195
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$35.4M +$956K 4 0.2% Increased
196
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$34.7M +$35.9M 3 1.02% New
197
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$34.4M +$4.88M 4 0.17% Increased
198
CC
Cannell & Co
New York
$34.2M -$11.5M 1 1.26% Reduced
199
Fred Alger Management
Fred Alger Management
New York
$33.6M +$2.87M 2 0.1% Increased
200
Hood River Capital Management
Hood River Capital Management
Florida
$33.3M -$3.22M 1 1.44% Reduced