← 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
Connectus Wealth
Connectus Wealth
Ohio
$29.3M -$2.41M 2 0.93% Reduced
252
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$29.1M -$42.1M 2 0.04% Reduced
253
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$29M +$863K 1 1.28% Increased
254
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$28.2M -$3.03M 3 0.18% Reduced
255
GIP
Granite Investment Partners
California
$28.1M +$2.42M 2 0.95% Increased
256
VCM
Vigilant Capital Management
Maine
$27.5M +$826K 1 2.1% Increased
257
MUFG Americas
MUFG Americas
New York
$26.7M -$608K 3 0.52% Reduced
258
Fred Alger Management
Fred Alger Management
New York
$26.7M +$6.67M 2 0.09% Increased
259
Rockefeller Capital Management
Rockefeller Capital Management
New York
$26.6M +$965K 8 0.13% Increased
260
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$26.1M -$3.81M 5 0.16% Reduced
261
II
Ibex Investors
Colorado
$25.9M +$2.27M 1 1.14% Increased
262
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$25.8M -$16.1M 9 0.22% Reduced
263
MLL
Moody Lynn & Lieberson
Massachusetts
$25.7M +$14.2M 2 1.88% Increased
264
Point72 Asset Management
Point72 Asset Management
Connecticut
$25.7M -$29.3M 1 0.1% Reduced
265
R.M. Davis Inc
R.M. Davis Inc
Maine
$25.6M -$24K 2 0.61% Reduced
266
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$25.4M -$1.38M 4 0.39% Reduced
267
Mercer Global Advisors
Mercer Global Advisors
Colorado
$25.3M +$1.27M 4 0.15% Increased
268
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$25.3M +$1.99M 2 0.92% Increased
269
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$25.1M +$14.5M 3 0.06% Increased
270
Burney Company
Burney Company
Virginia
$25.1M -$2.16M 2 1.15% Reduced
271
Allianz Asset Management
Allianz Asset Management
Germany
$24.9M +$1.01M 4 0.02% Increased
272
Utah Retirement Systems
Utah Retirement Systems
Utah
$24.2M -$564K 3 0.32% Reduced
273
First National Trust
First National Trust
Pennsylvania
$24.1M +$1.7M 2 1.25% Increased
274
Welch & Forbes
Welch & Forbes
Massachusetts
$24.1M +$7.52M 2 0.38% Increased
275
GAMCO Investors
GAMCO Investors
Connecticut
$24M -$423K 3 0.22% Reduced