← 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
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$55.5M +$242K 5 0.29% Increased
252
ZP
Zimmer Partners
New York
$55.2M +$66.5M 1 1.33% Increased
253
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$55.2M -$9.62M 6 0.08% Reduced
254
Westwood Holdings Group
Westwood Holdings Group
Texas
$55.1M +$7.92M 5 0.4% Increased
255
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$55M +$14M 6 0.16% Increased
256
Harding Loevner
Harding Loevner
New Jersey
$54.9M -$6.49M 1 0.56% Reduced
257
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$54.7M +$8.31M 6 0.27% Increased
258
Country Trust Bank
Country Trust Bank
Illinois
$54.4M -$5.05M 2 1.03% Reduced
259
Lido Advisors
Lido Advisors
California
$53.6M -$1.16M 5 0.16% Reduced
260
Guggenheim Capital
Guggenheim Capital
Illinois
$52.9M +$6.62M 6 0.41% Increased
261
Midwest Trust
Midwest Trust
Kansas
$52.5M +$703K 2 0.65% Increased
262
VIP
Vantage Investment Partners
Missouri
$52.2M -$41.5K 1 3.6% Reduced
263
CIC
Canal Insurance Company
South Carolina
$51.9M -$4.28M 5 11.16% Reduced
264
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$51.7M +$4.13M 16 0.13% Increased
265
Martingale Asset Management
Martingale Asset Management
Massachusetts
$50.8M -$12.3M 3 1.27% Reduced
266
BAMCO Inc
BAMCO Inc
New York
$50.4M -$47.4M 1 0.15% Reduced
267
Rafferty Asset Management
Rafferty Asset Management
New York
$50.3M -$2.92M 7 0.2% Reduced
268
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension
$50.2M -$7.63M 2 1.25% Reduced
269
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$50.1M -$45.7M 8 0.1% Reduced
270
Czech National Bank
Czech National Bank
Czech Republic
$50.1M +$1.46M 3 0.33% Increased
271
Welch & Forbes
Welch & Forbes
Massachusetts
$49.7M -$972K 2 0.64% Reduced
272
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$49.6M -$7.13M 5 0.19% Reduced
273
Primecap Management
Primecap Management
California
$49.4M +$50M 1 0.04% New
274
SFM
Stack Financial Management
Montana
$48.8M -$158K 1 3.58% Reduced
275
Hancock Prospecting
Hancock Prospecting
Australia
$48.4M +$49M 2 1.45% New