← 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
201
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$20.7M +$819K 3 0.2% Increased
202
Suntrust Banks
Suntrust Banks
Georgia
$20.6M +$516K 4 0.12% Increased
203
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$20M +$821K 3 0.41% Increased
204
Palisade Capital Management
Palisade Capital Management
New Jersey
$19.9M +$23.1K 2 0.75% Increased
205
CF
Cypress Funds
California
$19.8M -$1.63M 1 3.33% Reduced
206
BB&T Securities
BB&T Securities
Virginia
$19.7M -$80.7K 3 0.29% Reduced
207
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$19.6M +$19.3M 2 0.58% New
208
TPSF
Texas Permanent School Fund
Texas
$19.6M -$735K 4 0.26% Reduced
209
KeyBank National Association
KeyBank National Association
Ohio
$19.5M -$156K 3 0.12% Reduced
210
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$19.3M -$27.9M 3 0.15% Reduced
211
FCM
Flinton Capital Management
Pennsylvania
$19.2M +$19.1M 2 0.84% New
212
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$19M +$4.28M 2 0.12% Increased
213
AWCI
Alpine Woods Capital Investors
New York
$18.5M -$138K 2 1.02% Reduced
214
HCM
Herndon Capital Management
Georgia
$18.1M -$31.7M 1 2.39% Reduced
215
Kennedy Capital Management
Kennedy Capital Management
Missouri
$17.7M +$1.05M 2 0.31% Increased
216
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$17.6M +$1.68M 1 0.91% Increased
217
Arizona State Retirement System
Arizona State Retirement System
Arizona
$17.3M +$1.01M 4 0.25% Increased
218
Advisors Asset Management
Advisors Asset Management
Colorado
$17.2M +$1.86M 4 0.29% Increased
219
SWITC
Stewart West Indies Trading Company
Colorado
$17M $0 1 1.52% Maintained
220
AIC
AWM Investment Company
New York
$17M +$3.45M 2 3.33% Increased
221
QIM
Quantitative Investment Management
Virginia
$16.8M -$668K 2 0.42% Reduced
222
Old National Bancorp
Old National Bancorp
Indiana
$16.6M -$197K 2 0.95% Reduced
223
Two Sigma Advisers
Two Sigma Advisers
New York
$16.4M -$30.5M 4 0.06% Reduced
224
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$16.1M -$3.6M 1 1.05% Reduced
225
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$16.1M +$208K 1 2.14% Increased