← 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
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$33.9M +$138K 5 0.21% Increased
202
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$33M -$17.1M 1 1.38% Reduced
203
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$32.9M +$18M 3 0.06% Increased
204
Palisade Capital Management
Palisade Capital Management
New Jersey
$32.6M -$3.08M 3 1.04% Reduced
205
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$32.4M +$10.9M 7 0.37% Increased
206
Lazard Asset Management
Lazard Asset Management
New York
$32.3M +$3.13M 3 0.05% Increased
207
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$32M +$1.34M 2 1.51% Increased
208
Vident Investment Advisory
Vident Investment Advisory
Georgia
$31.7M -$1.73M 4 1.66% Reduced
209
Personal Capital Advisors
Personal Capital Advisors
California
$31.6M +$750K 2 0.26% Increased
210
MSL
Mackay Shields LLC
New York
$31.6M -$1.74M 3 0.25% Reduced
211
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$31.4M $0 2 0.14% Maintained
212
Pinnacle Associates
Pinnacle Associates
New York
$31.4M +$287K 3 0.77% Increased
213
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$31.1M +$2.08M 3 0.52% Increased
214
Cambiar Investors
Cambiar Investors
Colorado
$30.9M +$34.2M 1 1.42% New
215
US Bancorp
US Bancorp
Minnesota
$30.8M +$4.07M 6 0.08% Increased
216
GIA
Guyasuta Investment Advisors
Pennsylvania
$30.6M +$179K 2 3.14% Increased
217
M&G Investment Management
M&G Investment Management
United Kingdom
$30.5M +$1.79M 1 0.32% Increased
218
Phoenix Financial
Phoenix Financial
Israel
$30.3M -$2.4M 3 1.29% Reduced
219
Nomura Holdings
Nomura Holdings
Japan
$30.1M +$21.4M 2 0.1% Increased
220
Hood River Capital Management
Hood River Capital Management
Florida
$29.7M +$3.65M 1 1.33% Increased
221
SM
Saya Management
New York
$29.6M +$3.01M 1 15.07% Increased
222
RIM
Ranger Investment Management
Texas
$29.5M +$483K 1 2.02% Increased
223
Comerica Bank
Comerica Bank
Texas
$29.4M -$903K 5 0.23% Reduced
224
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$29.2M -$15.8M 5 0.38% Reduced
225
Hancock Whitney
Hancock Whitney
Mississippi
$29.1M -$10.2M 2 1.12% Reduced