← 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
HighTower Advisors
HighTower Advisors
Illinois
$40.8M -$3.04M 6 0.08% Reduced
177
Baird Financial Group
Baird Financial Group
Wisconsin
$40.4M +$961K 5 0.11% Increased
178
Colony Group
Colony Group
Massachusetts
$40.1M +$48.7K 2 0.57% Increased
179
Aviva
Aviva
United Kingdom
$39.6M -$20.3M 2 0.16% Reduced
180
GIA
Guyasuta Investment Advisors
Pennsylvania
$39.2M +$1.39M 2 2.9% Increased
181
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$39.1M -$357K 5 0.19% Reduced
182
Country Trust Bank
Country Trust Bank
Illinois
$38.9M +$8.73M 2 1.05% Increased
183
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$38.8M +$1.38M 2 2.1% Increased
184
Martingale Asset Management
Martingale Asset Management
Massachusetts
$38.7M +$10.8M 2 0.76% Increased
185
Huntington National Bank
Huntington National Bank
Ohio
$38M +$620K 5 0.35% Increased
186
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$38M +$17.1M 3 0.35% Increased
187
Guggenheim Capital
Guggenheim Capital
Illinois
$37.4M -$2.22M 4 0.29% Reduced
188
Brown Advisory
Brown Advisory
Maryland
$37.3M -$1M 4 0.06% Reduced
189
CIC
Canal Insurance Company
South Carolina
$37.1M $0 4 10.41% Maintained
190
Arizona State Retirement System
Arizona State Retirement System
Arizona
$36M +$746K 5 0.29% Increased
191
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$35.1M +$17.1M 2 1.33% Increased
192
OCM
Osterweis Capital Management
California
$34.7M +$8.69M 1 2.3% Increased
193
AIG
American International Group
New York
$34.6M +$89.7K 6 0.21% Increased
194
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$34.5M -$305K 3 0.21% Reduced
195
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$34.1M +$5.98M 2 0.33% Increased
196
Jane Street
Jane Street
New York
$34M +$3.4M 9 0.01% Increased
197
Creative Planning
Creative Planning
Kansas
$33.8M +$640K 5 0.05% Increased
198
MetLife Investment Management
MetLife Investment Management
New Jersey
$33.5M -$918K 6 0.24% Reduced
199
Natixis
Natixis
France
$33.3M +$4.78M 4 0.27% Increased
200
BTWM
Baker Tilly Wealth Management
Wisconsin
$33.2M +$202K 2 3.49% Increased