← 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
&Partners
&Partners
Tennessee
$58.5M -$2.42M 6 0.37% Reduced
227
Martingale Asset Management
Martingale Asset Management
Massachusetts
$57.8M +$7.4M 3 1.46% Increased
228
Arizona State Retirement System
Arizona State Retirement System
Arizona
$57.1M +$879K 7 0.3% Increased
229
BGM
Burkehill Global Management
New York
$54.4M +$2.63M 3 3.09% Increased
230
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$54M -$124K 5 0.2% Reduced
231
Capital International Sarl
Capital International Sarl
California
$54M -$3.97M 2 0.93% Reduced
232
AIC
AWM Investment Company
New York
$53.5M -$13.2M 3 5.01% Reduced
233
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$53.1M +$4.2M 5 0.26% Increased
234
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$52.9M -$729K 7 0.2% Reduced
235
Zacks Investment Management
Zacks Investment Management
Illinois
$52.2M +$1.11M 3 0.42% Increased
236
Nissay Asset Management
Nissay Asset Management
Japan
$51.9M +$2.08M 3 0.29% Increased
237
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$51.8M +$28.4M 5 0.09% Increased
238
Westwood Holdings Group
Westwood Holdings Group
Texas
$51.7M +$6.68M 4 0.37% Increased
239
LBP AM
LBP AM
France
$51.6M -$117K 3 0.63% Reduced
240
Royce & Associates
Royce & Associates
New York
$51.5M -$18.5M 3 0.51% Reduced
241
Danske Bank
Danske Bank
Denmark
$51.5M +$5.91M 3 0.13% Increased
242
First Financial Bankshares
First Financial Bankshares
Texas
$51.3M -$940K 2 1.05% Reduced
243
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$50.6M +$30.8M 2 0.89% Increased
244
Daiwa Securities Group
Daiwa Securities Group
Japan
$50.2M +$5.81M 6 0.17% Increased
245
Rafferty Asset Management
Rafferty Asset Management
New York
$50M +$1M 5 0.16% Increased
246
Cerity Partners
Cerity Partners
New York
$49.6M +$854K 5 0.08% Increased
247
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$49.3M -$4.67M 1 3.33% Reduced
248
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$49.2M -$12.1M 3 0.76% Reduced
249
Gabelli Funds
Gabelli Funds
New York
$48.3M -$443K 5 0.33% Reduced
250
VIP
Vantage Investment Partners
Missouri
$48.2M -$1.94M 1 3.29% Reduced