← 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
Heard Capital LLC
Heard Capital LLC
Illinois
$26M +$11.2M 3 5.04% Increased
252
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$25.7M +$1.25M 5 0.15% Increased
253
RI
Redwood Investments
Massachusetts
$25.4M +$2.08M 2 2.12% Increased
254
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$25.3M +$150K 3 0.77% Increased
255
Nomura Asset Management
Nomura Asset Management
Japan
$24.7M -$1.31M 3 0.14% Reduced
256
CPM
Crescent Park Management
California
$24.6M -$30.6K 1 3.61% Reduced
257
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24.4M -$1.6M 4 0.1% Reduced
258
Moore Capital Management
Moore Capital Management
New York
$24.3M +$18.9M 2 0.37% Increased
259
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$24.3M -$25.2M 2 0.53% Reduced
260
ATI
Act Two Investors
California
$24.2M +$20.9M 1 5.75% Increased
261
BBCM
Broad Bay Capital Management
New York
$24.1M +$26M 1 2.98% New
262
Allianz Asset Management
Allianz Asset Management
Germany
$23.9M -$6.63M 4 0.02% Reduced
263
Glenmede Trust
Glenmede Trust
Pennsylvania
$23.8M -$8M 2 0.12% Reduced
264
William Blair Investment Management
William Blair Investment Management
Illinois
$23.6M +$7.67M 1 0.07% Increased
265
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$23.2M +$1.42M 4 0.24% Increased
266
Panagora Asset Management
Panagora Asset Management
Massachusetts
$23M -$37.7M 3 0.12% Reduced
267
CTI
Community Trust & Investment
Kentucky
$22.8M -$819K 1 1.91% Reduced
268
Donaldson Capital Management
Donaldson Capital Management
Indiana
$22.8M +$674K 1 1.15% Increased
269
MUFG Americas
MUFG Americas
New York
$22.7M -$129K 3 0.4% Reduced
270
Mercer Global Advisors
Mercer Global Advisors
Colorado
$22.6M -$180K 4 0.16% Reduced
271
MAP
Managed Asset Portfolios
Michigan
$22.6M +$4.25M 1 3.44% Increased
272
Vident Investment Advisory
Vident Investment Advisory
Georgia
$22.5M -$24.4M 3 0.68% Reduced
273
MNBTD
Moody National Bank Trust Division
Texas
$22.4M -$30.4K 2 0.33% Reduced
274
CIC
Canal Insurance Company
South Carolina
$22.3M $0 4 7.58% Maintained
275
ACI
AMP Capital Investors
Australia
$22.2M -$6.54M 2 0.12% Reduced