← 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
226
KBC Group
KBC Group
Belgium
$29M +$17.4M 3 0.19% Increased
227
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$28.9M +$2.5M 3 0.05% Increased
228
Select Equity Group
Select Equity Group
New York
$28.9M -$18M 1 0.17% Reduced
229
Guggenheim Capital
Guggenheim Capital
Illinois
$28.6M +$11.7M 3 0.22% Increased
230
Panagora Asset Management
Panagora Asset Management
Massachusetts
$28.3M +$8.63M 3 0.18% Increased
231
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.2M -$11.6M 2 0.43% Reduced
232
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.7M -$7.57M 5 0.08% Reduced
233
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$27.7M +$1.65M 5 0.1% Increased
234
Ninety One (UK)
Ninety One (UK)
United Kingdom
$27.7M +$5.43M 1 0.1% Increased
235
MetLife Investment Management
MetLife Investment Management
New Jersey
$26.8M -$3.62M 6 0.3% Reduced
236
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$26.4M +$11.9M 2 0.61% Increased
237
ARK Investment Management
ARK Investment Management
Florida
$26.4M -$7.25M 4 0.28% Reduced
238
Scout Investments
Scout Investments
Missouri
$26.3M -$672K 2 0.63% Reduced
239
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$26.1M -$384K 4 0.33% Reduced
240
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$25.8M -$42.9M 2 0.17% Reduced
241
HighTower Advisors
HighTower Advisors
Illinois
$25.4M -$1.43M 5 0.14% Reduced
242
PTC
Philadelphia Trust Company
Pennsylvania
$25.4M -$2.79M 1 2.68% Reduced
243
OCM
Osterweis Capital Management
California
$25.3M -$86.5K 2 1.83% Reduced
244
RHBC
R.H. Bluestein & Co
Michigan
$25.3M +$600K 5 1.42% Increased
245
HRT Financial
HRT Financial
New York
$25.2M +$21.4M 3 0.76% Increased
246
Fred Alger Management
Fred Alger Management
New York
$24.9M -$10.3M 2 0.08% Reduced
247
Arizona State Retirement System
Arizona State Retirement System
Arizona
$23.8M -$3.09M 5 0.34% Reduced
248
PVH
Psagot Value Holdings
Israel
$23.7M +$26.2M 2 0.66% Increased
249
GIP
Granite Investment Partners
California
$23.5M -$13.7M 1 1.13% Reduced
250
CRM
Cramer Rosenthal McGlynn
Connecticut
$23M +$51.3K 1 0.93% Increased