← 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	Norges Bank Oslo, Norway	$146M	-$9.27M	3	0.07%	Reduced
52	Burgundy Asset Management Toronto, Ontario, Canada	$143M	+$4.75M	1	1.57%	Increased
53	Panagora Asset Management Boston, Massachusetts	$142M	-$22.3M	3	0.7%	Reduced
54	UBS AM Chicago, Illinois	$140M	-$23.6M	5	0.16%	Reduced
55	O'Shaughnessy Asset Management Stamford, Connecticut	$133M	-$14M	3	3.29%	Reduced
56	Lord, Abbett & Co Jersey City, New Jersey	$132M	+$55.6M	4	0.4%	Increased
57	AGF Investments Inc Toronto, Ontario, Canada	$129M	+$6.62M	1	1.58%	Increased
58	PointState Capital New York	$129M	-$1.87M	1	3.27%	Reduced
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$127M	-$2.45M	2	0.23%	Reduced
60	Royal Bank of Canada Toronto, Ontario, Canada	$121M	-$52.2M	6	0.08%	Reduced
61	Axa Paris, France	$117M	-$28.7M	2	0.51%	Reduced
62	HSBC Holdings London, United Kingdom	$116M	+$40.7M	3	0.28%	Increased
63	Bank of Montreal Toronto, Ontario, Canada	$114M	-$74.3M	6	0.14%	Reduced
64	Citadel Advisors Miami, Florida	$114M	-$19.7M	5	0.12%	Reduced
65	Millennium Management New York	$113M	+$19.5M	5	0.24%	Increased
66	HCM Herndon Capital Management Atlanta, Georgia	$113M	+$44.7M	1	2.39%	Increased
67	Principal Financial Group Des Moines, Iowa	$110M	-$2.4M	4	0.16%	Reduced
68	Russell Frank Company Seattle, Washington	$108M	+$7.24M	5	0.19%	Increased
69	DAC Dividend Assets Capital Ridgeland, South Carolina	$105M	-$685K	1	2.85%	Reduced
70	SFM Systematic Financial Management Teaneck, New Jersey	$104M	+$11.1M	2	1.13%	Increased
71	NFA Nationwide Fund Advisors Columbus, Ohio	$103M	+$18M	5	0.44%	Increased
72	Prudential Financial Newark, New Jersey	$101M	-$92.6M	4	0.18%	Reduced
73	JIR James Investment Research Alpha, Ohio	$99.5M	+$5.11M	1	2.46%	Increased
74	New York State Teachers Retirement System (NYSTRS) Albany, New York	$98.5M	-$618K	4	0.26%	Reduced
75	Fidelity International Hamilton, Bermuda	$97.6M	+$8.71M	2	0.3%	Increased