← 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
Swedbank
Swedbank
Sweden
$65.5M +$5.36M 2 0.07% Increased
227
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$64.7M -$64M 5 0.09% Reduced
228
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$63.2M +$43.5M 8 0.07% Increased
229
Clear Street
Clear Street
New York
$63.1M +$65.1M 5 0.26% Increased
230
Driehaus Capital Management
Driehaus Capital Management
Illinois
$62.5M -$57.5M 3 0.46% Reduced
231
Nissay Asset Management
Nissay Asset Management
Japan
$62.4M +$3.29M 3 0.33% Increased
232
Tredje AP-fonden
Tredje AP-fonden
Sweden
$62.4M +$63.4M 4 0.34% New
233
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$62.1M +$64M 2 0.47% New
234
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$62M -$8.56M 11 0.11% Reduced
235
Los Angeles Capital Management
Los Angeles Capital Management
California
$62M -$1.34M 9 0.24% Reduced
236
Munich Reinsurance
Munich Reinsurance
$60.6M -$4.35M 1 1.49% Reduced
237
Daiwa Securities Group
Daiwa Securities Group
Japan
$60.6M -$9.29M 7 0.17% Reduced
238
Man Group
Man Group
United Kingdom
$59.9M -$10.7M 7 0.11% Reduced
239
Empowered Funds
Empowered Funds
Pennsylvania
$59.6M +$58.4M 8 0.38% Increased
240
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$59.1M -$10.3M 1 0.88% Reduced
241
Zacks Investment Management
Zacks Investment Management
Illinois
$58.7M +$1.34M 4 0.47% Increased
242
Marex Group
Marex Group
$58.7M +$63.6M 8 0.37% Increased
243
First Financial Bankshares
First Financial Bankshares
Texas
$58.6M -$430K 2 1.18% Reduced
244
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$58.4M +$797K 5 0.14% Increased
245
Arizona State Retirement System
Arizona State Retirement System
Arizona
$57.3M -$1.39M 8 0.34% Reduced
246
Calamos Advisors
Calamos Advisors
Illinois
$57.1M -$5.8M 4 0.2% Reduced
247
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$56.6M -$4.61M 2 2.74% Reduced
248
Gabelli Funds
Gabelli Funds
New York
$56.1M +$1.22M 5 0.38% Increased
249
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$55.9M -$162K 8 0.21% Reduced
250
Acadian Asset Management
Acadian Asset Management
Massachusetts
$55.8M +$22.2M 5 0.08% Increased