← 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
Wedge Capital Management
Wedge Capital Management
North Carolina
$35.5M -$5.3M 2 0.6% Reduced
202
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$35.5M +$258K 3 0.23% Increased
203
Amalgamated Bank
Amalgamated Bank
New York
$35.3M +$1.28M 7 0.3% Increased
204
CM
Cercano Management
Washington
$35.2M $0 1 1.41% Maintained
205
AIG
American International Group
New York
$35.1M +$63.2K 7 0.23% Increased
206
MetLife Investment Management
MetLife Investment Management
New Jersey
$34.9M -$504K 6 0.25% Reduced
207
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$34.4M +$3.06M 2 2.03% Increased
208
Creative Planning
Creative Planning
Kansas
$34.3M +$279K 6 0.05% Increased
209
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$33.2M -$2.22M 3 0.09% Reduced
210
SW
SVB Wealth
Massachusetts
$33.2M -$2.37M 2 0.46% Reduced
211
Element Capital Management
Element Capital Management
New York
$32.7M +$12.5M 2 2.47% Increased
212
Nomura Asset Management
Nomura Asset Management
Japan
$31.9M +$782K 3 0.17% Increased
213
Pinnacle Associates
Pinnacle Associates
New York
$31.7M -$237K 3 0.65% Reduced
214
ELI
Empire Life Investments
Ontario, Canada
$31.1M +$10.9M 1 2.21% Increased
215
Fidelity International
Fidelity International
Bermuda
$30.9M +$24.3M 2 0.04% Increased
216
Tocqueville Asset Management
Tocqueville Asset Management
New York
$30.7M +$832K 1 0.58% Increased
217
Jane Street
Jane Street
New York
$30.6M +$5.63M 8 0.01% Increased
218
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$30.5M +$31.8M 1 0.45% New
219
Country Trust Bank
Country Trust Bank
Illinois
$30.5M +$2.02M 2 0.87% Increased
220
FFM
Fullerton Fund Management
Singapore
$30.5M -$3.86M 1 2.32% Reduced
221
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$30.3M -$1.84M 3 0.17% Reduced
222
Ancora Advisors
Ancora Advisors
Ohio
$29.7M +$2.45M 5 0.84% Increased
223
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$29.3M -$2.41M 1 1.04% Reduced
224
Voloridge Investment Management
Voloridge Investment Management
Florida
$28.7M +$20.9M 2 0.14% Increased
225
PointState Capital
PointState Capital
New York
$28.6M +$28.7M 1 0.97% New