← 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
SCP
Sandhill Capital Partners
New York
$41.2M +$11.6M 1 3.49% Increased
202
Emerald Advisers
Emerald Advisers
Pennsylvania
$40.7M -$12M 2 1.47% Reduced
203
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$40.6M -$6.65M 1 1.35% Reduced
204
Point72 Asset Management
Point72 Asset Management
Connecticut
$40.4M +$15.9M 1 0.19% Increased
205
Hood River Capital Management
Hood River Capital Management
Florida
$39.8M -$9.08M 2 1.28% Reduced
206
Alyeska Investment Group
Alyeska Investment Group
Illinois
$38.9M +$35.4M 2 0.5% Increased
207
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.8M -$1.4M 5 0.25% Reduced
208
Scout Investments
Scout Investments
Missouri
$38.6M +$4.31M 2 0.58% Increased
209
Osaic Holdings
Osaic Holdings
Arizona
$38.5M +$1.75M 10 0.09% Increased
210
GIA
Guyasuta Investment Advisors
Pennsylvania
$37.3M -$155K 2 2.91% Reduced
211
Pinnacle Associates
Pinnacle Associates
New York
$37.1M -$3.2M 3 0.71% Reduced
212
GIP
Granite Investment Partners
California
$36.8M -$2.1M 1 1.22% Reduced
213
Country Trust Bank
Country Trust Bank
Illinois
$36.1M +$11.3M 2 1.15% Increased
214
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$35.9M +$3.69M 6 0.1% Increased
215
AIG
American International Group
New York
$35.8M -$1.01M 5 0.13% Reduced
216
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$35.6M $0 6 0.28% Maintained
217
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$35.4M +$791K 3 0.9% Increased
218
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$35.4M +$6.91M 2 0.29% Increased
219
US Bancorp
US Bancorp
Minnesota
$35.1M -$573K 7 0.07% Reduced
220
Jennison Associates
Jennison Associates
New York
$35.1M -$23.3M 1 0.03% Reduced
221
SW
SVB Wealth
Massachusetts
$33.6M +$767K 2 0.47% Increased
222
Allianz Asset Management
Allianz Asset Management
Germany
$32.7M -$163M 5 0.03% Reduced
223
Arizona State Retirement System
Arizona State Retirement System
Arizona
$32.6M -$885K 5 0.28% Reduced
224
Seizert Capital Partners
Seizert Capital Partners
Michigan
$32.5M +$7.62M 1 1.7% Increased
225
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$31.9M -$35.8M 3 0.31% Reduced