← 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
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$1.41B +$1.47B 15 0.36% New
27
Clal Insurance
Clal Insurance
Israel
$1.35B +$53.3M 1 8.14% Increased
28
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.28B -$21.9M 9 0.48% Reduced
29
Sanders Capital
Sanders Capital
Florida
$1.27B -$25M 1 1.52% Reduced
30
ClearBridge Investments
ClearBridge Investments
New York
$1.25B -$486M 5 1.09% Reduced
31
Fidelity International
Fidelity International
Bermuda
$1.24B +$214M 6 0.96% Increased
32
VanEck Associates
VanEck Associates
New York
$1.2B +$101M 8 0.9% Increased
33
Legal & General Group
Legal & General Group
United Kingdom
$1.18B -$3.17M 10 0.27% Reduced
34
Nuveen
Nuveen
North Carolina
$1.1B -$110M 9 0.3% Reduced
35
UBS AM
UBS AM
Illinois
$1.07B +$3.21M 9 0.22% Increased
36
Janus Henderson Group
Janus Henderson Group
$1.02B -$97M 8 0.49% Reduced
37
Dodge & Cox
Dodge & Cox
California
$971M -$50.6M 1 0.53% Reduced
38
Aristotle Capital Management
Aristotle Capital Management
California
$967M -$68.2M 1 2.02% Reduced
39
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$852M -$148M 19 0.15% Reduced
40
Capital Research Global Investors
Capital Research Global Investors
California
$830M +$400M 1 0.13% Increased
41
Artisan Partners
Artisan Partners
Wisconsin
$790M -$25.3M 3 1.27% Reduced
42
Boston Partners
Boston Partners
Massachusetts
$783M -$47.8M 1 0.82% Reduced
43
Deutsche Bank
Deutsche Bank
Germany
$744M -$32.7M 10 0.25% Reduced
44
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$729M -$79.9M 3 2.14% Reduced
45
Envestnet Asset Management
Envestnet Asset Management
Illinois
$729M +$41.1M 9 0.2% Increased
46
Raymond James Financial
Raymond James Financial
Florida
$723M -$43.9M 13 0.22% Reduced
47
First Trust Advisors
First Trust Advisors
Illinois
$696M -$26.9M 7 0.5% Reduced
48
Swiss National Bank
Swiss National Bank
Switzerland
$677M +$55M 9 0.39% Increased
49
AllianceBernstein
AllianceBernstein
Tennessee
$671M +$21.2M 9 0.22% Increased
50
Two Sigma Investments
Two Sigma Investments
New York
$636M +$390M 10 0.51% Increased