← 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
HRT Financial
HRT Financial
New York
$43.6M +$40.9M 4 0.4% Increased
202
Comerica Bank
Comerica Bank
Texas
$43.2M -$90.8K 6 0.26% Reduced
203
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$43.1M +$9.97M 5 0.24% Increased
204
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$42.6M -$4.8M 1 1.02% Reduced
205
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$42.2M $0 2 0.14% Maintained
206
US Bancorp
US Bancorp
Minnesota
$41.3M +$2.85M 7 0.08% Increased
207
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$41.2M -$1.13M 1 1.35% Reduced
208
Country Trust Bank
Country Trust Bank
Illinois
$40.3M -$268K 2 1.19% Reduced
209
GIA
Guyasuta Investment Advisors
Pennsylvania
$40.1M +$250K 2 2.88% Increased
210
SAM
Scopus Asset Management
New York
$39.9M -$6.5M 2 0.52% Reduced
211
Scout Investments
Scout Investments
Missouri
$39.8M -$1.06M 2 0.59% Reduced
212
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$39.6M +$106K 3 0.93% Increased
213
HighTower Advisors
HighTower Advisors
Illinois
$39M +$5.34M 6 0.11% Increased
214
AIG
American International Group
New York
$38.6M +$245K 6 0.13% Increased
215
GIP
Granite Investment Partners
California
$38.5M +$71.9K 1 1.19% Increased
216
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$37.5M -$4.75M 5 0.23% Reduced
217
Seizert Capital Partners
Seizert Capital Partners
Michigan
$37.5M +$932K 1 1.79% Increased
218
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$37.3M -$12.5M 5 0.04% Reduced
219
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$37.1M +$36.3M 2 1.47% Increased
220
SL
Summitry LLC
California
$36.9M +$8.34M 1 2.29% Increased
221
BTWM
Baker Tilly Wealth Management
Wisconsin
$36.5M +$35.7M 3 5.89% Increased
222
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$36.4M +$12.3M 6 0.41% Increased
223
SW
SVB Wealth
Massachusetts
$36.3M +$286K 3 0.46% Increased
224
Arizona State Retirement System
Arizona State Retirement System
Arizona
$35.9M +$779K 5 0.29% Increased
225
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$35.6M $0 6 0.28% Maintained