← 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
Aviva
Aviva
United Kingdom
$23.3M -$22.2M 2 0.16% Reduced
202
US Bancorp
US Bancorp
Minnesota
$23.2M -$479K 6 0.06% Reduced
203
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$23M +$908K 2 0.41% Increased
204
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23M +$751K 5 0.1% Increased
205
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$22.8M -$21.3M 5 0.05% Reduced
206
Martingale Asset Management
Martingale Asset Management
Massachusetts
$22.4M -$518K 2 0.23% Reduced
207
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$22M -$28.2M 3 0.09% Reduced
208
CAM
Cortina Asset Management
Wisconsin
$21.9M +$1.47M 1 1.35% Increased
209
SH
SeaTown Holdings
Singapore
$21.6M +$20M 1 3.96% New
210
MAP
Managed Asset Portfolios
Michigan
$21.6M -$3.66M 1 4.89% Reduced
211
Advisors Asset Management
Advisors Asset Management
Colorado
$21.3M -$1.98M 5 0.38% Reduced
212
HCM
Huber Capital Management
California
$21.2M -$3.01M 1 2.52% Reduced
213
TPSF
Texas Permanent School Fund
Texas
$21M -$111K 4 0.33% Reduced
214
DG
Delek Group
Israel
$20.9M +$1.88M 3 0.81% Increased
215
GAMCO Investors
GAMCO Investors
Connecticut
$20.7M -$15.6M 2 0.16% Reduced
216
Ninety One (UK)
Ninety One (UK)
United Kingdom
$20.4M +$4.57M 1 0.08% Increased
217
KeyBank National Association
KeyBank National Association
Ohio
$20.3M +$1.35M 3 0.12% Increased
218
Nicholas Company
Nicholas Company
Wisconsin
$20.2M -$1.48M 1 0.45% Reduced
219
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$20.2M -$379K 2 1.94% Reduced
220
Ancora Advisors
Ancora Advisors
Ohio
$20.1M +$137K 3 0.9% Increased
221
HCM
Hilton Capital Management
New York
$20M +$528K 3 2.74% Increased
222
Sterling Capital Management
Sterling Capital Management
North Carolina
$19.8M +$5.22M 3 0.19% Increased
223
CC
Cadinha & Co
Hawaii
$19.7M +$555K 1 3.56% Increased
224
RIM
Ranger Investment Management
Texas
$19.6M +$16.2M 1 1.34% New
225
Arizona State Retirement System
Arizona State Retirement System
Arizona
$19.5M -$12.7M 3 0.23% Reduced