← 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	Pictet Asset Management (UK) London, United Kingdom	$16.6M	-$3.74M	2	0.04%	Reduced
202	Winton Group London, United Kingdom	$16.6M	-$36.9M	5	0.36%	Reduced
203	GIP Granite Investment Partners El Segundo, California	$16.4M	-$1.25M	1	1.2%	Reduced
204	DG Delek Group Herzliya, Israel	$16M	-$3.89M	2	0.73%	Reduced
205	Fred Alger Management New York	$15.8M	-$779K	1	0.07%	Reduced
206	MUFG Americas New York	$15.8M	+$1.04M	2	0.5%	Increased
207	WBC Westpac Banking Corp Sydney, Australia	$15.8M	+$911K	2	0.27%	Increased
208	Nicholas Company Milwaukee, Wisconsin	$15.7M	-$757K	1	0.41%	Reduced
209	SST S Squared Technology New York	$15.2M	-$2.48M	1	13.4%	Reduced
210	British Columbia Investment Management Victoria, British Columbia, Canada	$15.2M	+$2.12M	2	0.14%	Increased
211	BNP Paribas Asset Management Paris, France	$15.2M	-$20.3M	2	0.14%	Reduced
212	Martingale Asset Management Boston, Massachusetts	$14.9M	-$13.9M	2	0.2%	Reduced
213	Driehaus Capital Management Chicago, Illinois	$14.9M	+$4.77M	1	0.64%	Increased
214	SG Americas Securities New York	$14.8M	+$2.88M	6	0.13%	Increased
215	Scout Investments Kansas City, Missouri	$14.6M	-$18.9M	2	0.37%	Reduced
216	KeyBank National Association Cleveland, Ohio	$14.6M	-$1.31M	2	0.1%	Reduced
217	Schonfeld Strategic Advisors New York	$14.4M	+$15.3M	3	0.56%	Increased
218	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$14.4M	-$401K	1	1.66%	Reduced
219	Thrivent Financial for Lutherans Minneapolis, Minnesota	$14.3M	-$3.04M	4	0.05%	Reduced
220	MLICM Metropolitan Life Insurance Company (MetLife) New York	$14.3M	+$47.5K	5	0.29%	Increased
221	Carnegie Investment Counsel Pepper Pike, Ohio	$14.2M	-$15.1M	1	1.32%	Reduced
222	Marshall Wace London, United Kingdom	$14M	-$4.39M	2	0.14%	Reduced
223	Cohen & Steers New York	$13.7M	+$6.68M	1	0.04%	Increased
224	GH GAM Holding Zurich, Switzerland	$13.7M	-$626K	2	0.69%	Reduced
225	IAM Impala Asset Management Palm Beach, Florida	$13.6M	-$53.7K	1	0.73%	Reduced