← 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	Fisher Asset Management Camas, Washington	$39.6M	-$44.3M	4	0.03%	Reduced
202	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$38.9M	+$110K	2	3.36%	Increased
203	Jane Street New York	$37.8M	+$16M	11	0.02%	Increased
204	SW SVB Wealth Boston, Massachusetts	$37.3M	-$184K	2	0.54%	Reduced
205	AIP ARS Investment Partners New York	$37.2M	+$2.73M	3	5.11%	Increased
206	Public Employees Retirement Association of Colorado Denver, Colorado	$37.1M	+$865K	5	0.21%	Increased
207	Comerica Bank Dallas, Texas	$37.1M	+$3.18M	4	0.31%	Increased
208	ZWJ Investment Counsel Atlanta, Georgia	$36.6M	-$408K	2	2.3%	Reduced
209	Associated Banc-Corp Green Bay, Wisconsin	$36.4M	-$331K	2	1.68%	Reduced
210	SL Summitry LLC Foster City, California	$35.9M	-$11.8M	1	2.71%	Reduced
211	Gateway Investment Advisers Cincinnati, Ohio	$35.8M	-$6.1M	3	0.45%	Reduced
212	Employees Retirement System of Texas Austin, Texas	$35.7M	+$5.92M	2	0.54%	Increased
213	Millennium Management New York	$35.6M	-$99.5M	9	0.02%	Reduced
214	1SP 140 Summer Partners New York	$35.5M	-$7.18M	1	7.26%	Reduced
215	MetLife Investment Management Whippany, New Jersey	$35.4M	-$682K	6	0.29%	Reduced
216	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$35.2M	-$4.01M	4	0.05%	Reduced
217	United Capital Financial Advisors Irving, Texas	$35M	-$6.73M	2	0.21%	Reduced
218	Arizona State Retirement System Phoenix, Arizona	$35M	-$495K	5	0.36%	Reduced
219	State of Michigan Retirement System Lansing, Michigan	$34.8M	-$78.7K	3	0.26%	Reduced
220	Fayez Sarofim & Co Houston, Texas	$34.7M	$0	2	0.14%	Maintained
221	AIG American International Group New York	$34.6M	-$929K	7	0.25%	Reduced
222	Amalgamated Bank New York	$34.2M	+$443K	7	0.33%	Increased
223	CCP Clough Capital Partners Boston, Massachusetts	$34.1M	+$1.96M	1	3.63%	Increased
224	Nissay Asset Management Tokyo, Japan	$33.6M	+$69K	3	0.35%	Increased
225	Huntington National Bank Columbus, Ohio	$33.5M	+$4.68M	6	0.38%	Increased