← 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	ANI American National Insurance Galveston, Texas	$12.8M	$0	1	0.7%	Maintained
252	Marshall Wace North America New York	$12.8M	-$56.4M	3	0.09%	Reduced
253	Fayez Sarofim & Co Houston, Texas	$12.8M	$0	1	0.07%	Maintained
254	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$12.7M	-$426K	2	0.24%	Reduced
255	Oppenheimer & Co New York	$12.6M	+$902K	3	0.35%	Increased
256	TAM Tyers Asset Management Austin, Texas	$12.4M	-$2.42M	2	0.45%	Reduced
257	ACI AMP Capital Investors Sydney, Australia	$12.2M	-$2.62M	3	0.07%	Reduced
258	SCM Sandler Capital Management New York	$12.1M	-$10.2M	1	1.31%	Reduced
259	TIAA FSB Jacksonville, Florida	$12M	+$11.8M	2	0.08%	New
260	FQ First Quadrant Glendale, California	$12M	-$2.65M	2	0.24%	Reduced
261	SCCM Schafer Cullen Capital Management New York	$11.8M	-$209K	2	0.15%	Reduced
262	RCM Riverhead Capital Management Wilmington, Delaware	$11.6M	-$1.56M	3	0.57%	Reduced
263	Jane Street New York	$11.4M	+$6.79M	4	0.04%	Increased
264	Zurich Cantonal Bank Zurich, Switzerland	$11.3M	-$4.64M	6	0.11%	Reduced
265	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$11.2M	-$815K	1	0.95%	Reduced
266	Clal Insurance Tel-Aviv, Israel	$11.2M	-$53.4K	1	0.22%	Reduced
267	ExxonMobil Investment Management Irving, Texas	$11.2M	-$1.78M	2	0.28%	Reduced
268	LMR Partners London, United Kingdom	$11.1M	+$11.2M	3	0.7%	New
269	CONA Capital One National Association New York	$11.1M	+$141K	2	0.81%	Increased
270	Point72 Asset Management Stamford, Connecticut	$11.1M	-$56.5M	2	0.06%	Reduced
271	Första AP-fonden Stockholm, Sweden	$11M	-$14.6M	1	0.31%	Reduced
272	Prudential plc London, England, United Kingdom	$11M	+$1.81M	2	0.04%	Increased
273	Banco Santander Madrid, Spain	$10.9M	+$11M	1	0.21%	New
274	GES GO ETF Solutions London, United Kingdom	$10.9M	+$2.4M	2	2.51%	Increased
275	Utah Retirement Systems Salt Lake City, Utah	$10.8M	+$521K	3	0.25%	Increased