← 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$23.3M +$1.95M 3 0.27% Increased
202
RIG
Roosevelt Investment Group
New York
$22.7M -$864K 1 2.08% Reduced
203
BCM
Barometer Capital Management
Ontario, Canada
$22.5M -$1.47M 1 2.03% Reduced
204
GH
GAM Holding
Switzerland
$22.3M -$4.04M 2 0.68% Reduced
205
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$21.9M +$1.57M 1 0.03% Increased
206
BCPEM
Bain Capital Public Equity Management
Massachusetts
$21.7M -$8M 1 1.58% Reduced
207
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$21.6M -$14K 2 0.27% Reduced
208
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$21.3M +$4.43M 3 0.04% Increased
209
Nicholas Company
Nicholas Company
Wisconsin
$21.3M -$3.6M 1 0.46% Reduced
210
Suntrust Banks
Suntrust Banks
Georgia
$21.2M -$432K 5 0.12% Reduced
211
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$21M +$20.8M 1 0.22% New
212
KeyBank National Association
KeyBank National Association
Ohio
$21M -$1.27M 2 0.12% Reduced
213
CC
Cadinha & Co
Hawaii
$21M +$184K 1 2.9% Increased
214
Select Equity Group
Select Equity Group
New York
$20.9M -$68.6M 1 0.17% Reduced
215
KBC Group
KBC Group
Belgium
$20.8M -$4.32M 4 0.18% Reduced
216
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$20.7M -$159K 1 1.84% Reduced
217
Squarepoint
Squarepoint
New York
$20.6M +$7.69M 2 0.36% Increased
218
HCM
Hilton Capital Management
New York
$20.6M +$2.42M 1 3.1% Increased
219
QS Investors
QS Investors
New York
$20.5M -$79.9K 3 0.19% Reduced
220
DG
Delek Group
Israel
$20.5M +$22M 2 1.1% New
221
FQ
First Quadrant
California
$20.5M +$7.68M 2 0.38% Increased
222
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$20.3M +$3.2M 2 0.31% Increased
223
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$20.2M +$902K 1 0.8% Increased
224
CIC
Canal Insurance Company
South Carolina
$19.4M -$186K 3 6.89% Reduced
225
Point72 Asset Management
Point72 Asset Management
Connecticut
$19.3M +$14.4M 3 0.08% Increased