← 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
Nicholas Company
Nicholas Company
Wisconsin
$23.2M -$5.4M 1 0.52% Reduced
202
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$22.9M +$282K 3 0.15% Increased
203
Silvercrest Asset Management
Silvercrest Asset Management
New York
$22.9M -$540K 2 0.23% Reduced
204
BCM
Barometer Capital Management
Ontario, Canada
$22.5M $0 1 2.19% Maintained
205
SST
S Squared Technology
New York
$22.4M -$229K 1 18.89% Reduced
206
RIG
Roosevelt Investment Group
New York
$22.1M -$1.23M 1 2.03% Reduced
207
Huntington National Bank
Huntington National Bank
Ohio
$21.9M +$1.28M 2 0.37% Increased
208
SWITC
Stewart West Indies Trading Company
Colorado
$21.9M $0 1 1.91% Maintained
209
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$21.9M +$5.26M 1 1.9% Increased
210
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$21.8M +$2.9M 2 0.07% Increased
211
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$21.5M -$12M 2 0.14% Reduced
212
Andra AP-fonden
Andra AP-fonden
Sweden
$21.1M +$726K 2 0.49% Increased
213
Kennedy Capital Management
Kennedy Capital Management
Missouri
$21M -$782K 1 0.38% Reduced
214
KeyBank National Association
KeyBank National Association
Ohio
$20.9M -$211K 3 0.12% Reduced
215
Suntrust Banks
Suntrust Banks
Georgia
$20.8M +$1.36K 4 0.12% Increased
216
Mutual of America Capital Management
Mutual of America Capital Management
New York
$20.6M +$293K 3 0.34% Increased
217
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$20.2M -$26.9K 2 0.27% Reduced
218
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20M +$361K 3 0.05% Increased
219
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$20M -$1.44M 3 0.27% Reduced
220
GIP
Granite Investment Partners
California
$19.7M +$987K 2 1.23% Increased
221
HighTower Advisors
HighTower Advisors
Illinois
$19.7M +$301K 4 0.17% Increased
222
Laurion Capital Management
Laurion Capital Management
New York
$19.7M -$167K 2 0.09% Reduced
223
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$19.5M +$18.4M 1 0.47% New
224
CC
Cadinha & Co
Hawaii
$19.5M -$350K 1 3.32% Reduced
225
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$19.4M +$609K 1 0.02% Increased