← 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
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$37.9M -$1.61M 5 0.24% Reduced
202
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$37.5M +$2.93M 5 0.21% Increased
203
Huntington National Bank
Huntington National Bank
Ohio
$37.3M -$452K 5 0.49% Reduced
204
Guggenheim Capital
Guggenheim Capital
Illinois
$37M +$4.09M 5 0.23% Increased
205
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$36.5M +$3.79M 8 0.28% Increased
206
Cambiar Investors
Cambiar Investors
Colorado
$36.2M +$1.96M 1 1.42% Increased
207
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$36.2M +$15.7M 3 0.08% Increased
208
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$36.1M +$9.05M 4 0.66% Increased
209
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$35.6M +$118K 6 0.28% Increased
210
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$35.6M -$258K 3 0.05% Reduced
211
Select Equity Group
Select Equity Group
New York
$35.2M +$4.55M 2 0.14% Increased
212
GIA
Guyasuta Investment Advisors
Pennsylvania
$35M -$403K 2 2.92% Reduced
213
AIG
American International Group
New York
$34.5M -$1.51M 5 0.13% Reduced
214
Osaic Holdings
Osaic Holdings
Arizona
$34.3M -$3.78M 9 0.09% Reduced
215
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$34.2M -$9.85M 4 0.21% Reduced
216
US Bancorp
US Bancorp
Minnesota
$33.5M +$1.82M 7 0.07% Increased
217
Scout Investments
Scout Investments
Missouri
$32.7M +$150K 2 0.6% Increased
218
Rafferty Asset Management
Rafferty Asset Management
New York
$32.5M +$6.99M 5 0.32% Increased
219
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$32.5M -$1.51M 3 0.86% Reduced
220
Pinnacle Associates
Pinnacle Associates
New York
$32.1M -$1.21M 3 0.65% Reduced
221
Arizona State Retirement System
Arizona State Retirement System
Arizona
$31.4M -$1.87M 5 0.28% Reduced
222
SW
SVB Wealth
Massachusetts
$30.6M +$2.27M 2 0.45% Increased
223
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$30.6M +$3.26M 3 1.19% Increased
224
M&G Investment Management
M&G Investment Management
United Kingdom
$30.2M -$3.07M 1 0.19% Reduced
225
Comerica Bank
Comerica Bank
Texas
$30M -$1.68M 5 0.19% Reduced