← 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
51
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$125M -$540K 6 0.28% Reduced
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$112M +$55.8M 6 0.08% Increased
53
Norges Bank
Norges Bank
Norway
$106M -$97.6M 3 0.06% Reduced
54
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$103M -$2.94M 1 0.37% Reduced
55
BlackRock
BlackRock
New York
$98.7M +$5.01M 5 0.14% Increased
56
Wedge Capital Management
Wedge Capital Management
North Carolina
$97.3M -$1.74M 1 1.04% Reduced
57
EARNEST Partners
EARNEST Partners
Georgia
$97.2M +$12.4M 3 0.81% Increased
58
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$97.2M -$2.98M 2 0.19% Reduced
59
Panagora Asset Management
Panagora Asset Management
Massachusetts
$96.2M -$33.3M 4 0.47% Reduced
60
Boston Partners
Boston Partners
Massachusetts
$89.6M -$22.1M 2 0.15% Reduced
61
Teachers Advisors
Teachers Advisors
New York
$88.2M +$7.23M 5 0.18% Increased
62
Artisan Partners
Artisan Partners
Wisconsin
$86.6M -$4.48M 1 0.15% Reduced
63
American Century Companies
American Century Companies
Missouri
$86.5M -$17.4M 3 0.1% Reduced
64
ARC
Absolute Return Capital
Massachusetts
$85.3M +$1.56M 2 1.2% Increased
65
Principal Financial Group
Principal Financial Group
Iowa
$84.9M +$485K 5 0.14% Increased
66
RP
RR Partners
New York
$83.2M -$15.2M 1 2.79% Reduced
67
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$80.3M -$4.61M 1 0.24% Reduced
68
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$79.3M -$1.53M 4 0.21% Reduced
69
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$75.2M +$2.09M 5 0.19% Increased
70
APG Asset Management
APG Asset Management
Netherlands
$72.7M +$18.3M 2 0.15% Increased
71
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$70.8M +$5.9M 2 0.51% Increased
72
Federated Hermes
Federated Hermes
Pennsylvania
$69.3M -$808K 4 0.22% Reduced
73
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$67.7M +$171K 3 0.25% Increased
74
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$65.9M -$697K 1 0.68% Reduced
75
Seizert Capital Partners
Seizert Capital Partners
Michigan
$65.2M -$227K 1 1.31% Reduced