← 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
BCM
Barometer Capital Management
Ontario, Canada
$20.1M -$7.68M 1 2.04% Reduced
202
Arizona State Retirement System
Arizona State Retirement System
Arizona
$20M +$1.13M 4 0.28% Increased
203
Silvercrest Asset Management
Silvercrest Asset Management
New York
$20M -$146K 2 0.21% Reduced
204
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.8M -$48.7M 3 0.08% Reduced
205
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$19.8M +$3.85M 2 0.06% Increased
206
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$19.5M +$3.61M 3 0.14% Increased
207
NA
Neuburgh Advisers
California
$19.3M -$3.68M 3 0.73% Reduced
208
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$19.3M $0 1 0.84% Maintained
209
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$18.8M +$6.62M 2 0.28% Increased
210
QS Investors
QS Investors
New York
$18.8M -$697K 3 0.16% Reduced
211
KeyBank National Association
KeyBank National Association
Ohio
$18.6M -$1.71M 2 0.11% Reduced
212
Huntington National Bank
Huntington National Bank
Ohio
$18.3M +$545K 2 0.32% Increased
213
SWITC
Stewart West Indies Trading Company
Colorado
$18.1M $0 1 1.59% Maintained
214
Andra AP-fonden
Andra AP-fonden
Sweden
$17.8M +$5.92M 2 0.44% Increased
215
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$17.7M +$15K 2 0.25% Increased
216
CC
Cadinha & Co
Hawaii
$17.7M -$173K 1 3.09% Reduced
217
Laurion Capital Management
Laurion Capital Management
New York
$17.6M +$15.5M 3 0.1% Increased
218
Kennedy Capital Management
Kennedy Capital Management
Missouri
$17.5M -$2.5M 1 0.33% Reduced
219
Suntrust Banks
Suntrust Banks
Georgia
$17.5M -$1.43M 4 0.11% Reduced
220
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$17.4M -$264K 1 1.14% Reduced
221
HighTower Advisors
HighTower Advisors
Illinois
$17.1M +$1.55M 3 0.15% Increased
222
Mutual of America Capital Management
Mutual of America Capital Management
New York
$16.9M -$251K 3 0.29% Reduced
223
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.9M +$968K 3 0.04% Increased
224
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$16.2M -$1.15M 1 1.97% Reduced
225
US Bancorp
US Bancorp
Minnesota
$16M -$1.51M 6 0.05% Reduced