← 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
26
Nuveen
Nuveen
North Carolina
$1.03B -$68.1M 8 0.27% Reduced
27
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$1.01B +$84.1M 10 1.51% Increased
28
Legal & General Group
Legal & General Group
United Kingdom
$991M -$524K 10 0.22% Reduced
29
VanEck Associates
VanEck Associates
New York
$973M +$10.4M 8 0.8% Increased
30
Janus Henderson Group
Janus Henderson Group
$947M +$4.81M 8 0.42% Increased
31
Bank of Montreal
Bank of Montreal
Ontario, Canada
$942M +$8.77M 9 0.33% Increased
32
UBS AM
UBS AM
Illinois
$910M +$14.7M 9 0.19% Increased
33
Clal Insurance
Clal Insurance
Israel
$894M +$199M 1 5.77% Increased
34
Fidelity International
Fidelity International
Bermuda
$873M +$158M 5 0.65% Increased
35
Aristotle Capital Management
Aristotle Capital Management
California
$872M -$39.4M 1 1.75% Reduced
36
Dodge & Cox
Dodge & Cox
California
$861M +$2.31M 1 0.46% Increased
37
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$851M -$65M 15 0.14% Reduced
38
AGF Management
AGF Management
Ontario, Canada
$713M +$130M 4 3.09% Increased
39
Artisan Partners
Artisan Partners
Wisconsin
$710M +$327M 3 1.06% Increased
40
Boston Partners
Boston Partners
Massachusetts
$709M +$150M 1 0.73% Increased
41
AIP
AE Industrial Partners
Florida
$696M $0 1 43.34% Maintained
42
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$681M -$54.6M 3 1.83% Reduced
43
Raymond James Financial
Raymond James Financial
Florida
$674M -$19.7M 13 0.21% Reduced
44
First Trust Advisors
First Trust Advisors
Illinois
$663M +$54.7M 7 0.48% Increased
45
AllianceBernstein
AllianceBernstein
Tennessee
$658M +$4.55M 8 0.21% Increased
46
Deutsche Bank
Deutsche Bank
Germany
$651M +$43.6M 10 0.21% Increased
47
Norges Bank
Norges Bank
Norway
$628M +$679M 4 0.07% New
48
Envestnet Asset Management
Envestnet Asset Management
Illinois
$588M -$32.7M 9 0.17% Reduced
49
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$583M -$38.3M 6 0.34% Reduced
50
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$553M -$40.5M 3 0.32% Reduced