← 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
251
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$11.2M +$2.58M 5 0.15% Increased
252
Royal London Asset Management
Royal London Asset Management
United Kingdom
$11.2M -$5.33M 2 0.28% Reduced
253
CIC
Canal Insurance Company
South Carolina
$11.2M $0 2 3.91% Maintained
254
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$11.1M +$55.5K 2 0.23% Increased
255
Martingale Asset Management
Martingale Asset Management
Massachusetts
$11.1M -$7.11M 3 0.22% Reduced
256
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$11.1M +$797K 2 0.25% Increased
257
Barings
Barings
North Carolina
$10.5M +$710K 3 0.28% Increased
258
QCMC
Quantum Capital Management (California)
California
$10.5M +$2.55M 1 1.42% Increased
259
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$10.4M +$1.06M 1 0.36% Increased
260
Tredje AP-fonden
Tredje AP-fonden
Sweden
$10.3M +$2.77M 1 0.47% Increased
261
Daiwa Securities Group
Daiwa Securities Group
Japan
$10.1M +$598K 3 0.06% Increased
262
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$10M +$9.07K 1 0.84% Increased
263
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9.93M +$1.04M 2 0.23% Increased
264
DCCA
D.C. Capital Advisors
New York
$9.89M $0 1 6.74% Maintained
265
ANI
American National Insurance
Texas
$9.87M -$35.9K 1 0.59% Reduced
266
Asset Management One
Asset Management One
Japan
$9.75M +$1.11M 3 0.14% Increased
267
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.56M -$3.13M 4 0.05% Reduced
268
RCYC
Richard C. Young & Co
Rhode Island
$9.46M -$23.1K 1 2.13% Reduced
269
Andra AP-fonden
Andra AP-fonden
Sweden
$9.39M +$352K 2 0.25% Increased
270
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$9.21M -$1.55M 2 0.08% Reduced
271
BOK Financial
BOK Financial
Oklahoma
$9.15M +$2.79M 2 0.33% Increased
272
CC
Cognios Capital
Kansas
$8.95M +$7.1M 1 3.34% Increased
273
LG
Leuthold Group
Minnesota
$8.94M +$171K 1 0.98% Increased
274
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$8.84M +$1.47M 2 0.1% Increased
275
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$8.81M $0 1 0.05% Maintained