← 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	Millennium Management New York	$158M	+$72.7M	4	0.33%	Increased
52	AGF Investments Inc Toronto, Ontario, Canada	$154M	-$1.23M	1	1.78%	Reduced
53	California Public Employees Retirement System Sacramento, California	$154M	-$10.1M	6	0.26%	Reduced
54	Renaissance Technologies New York	$148M	-$25.1M	5	0.23%	Reduced
55	UBS AM Chicago, Illinois	$141M	-$26.5M	4	0.16%	Reduced
56	Norges Bank Oslo, Norway	$138M	-$1.43M	2	0.06%	Reduced
57	Burgundy Asset Management Toronto, Ontario, Canada	$137M	-$83.4M	1	1.3%	Reduced
58	Principal Financial Group Des Moines, Iowa	$131M	+$6.34M	4	0.17%	Increased
59	BlackRock New York	$126M	-$542K	5	0.18%	Reduced
60	Kayne Anderson Rudnick Investment Management Los Angeles, California	$122M	+$2.02M	1	1.46%	Increased
61	Jupiter Investment Management London, United Kingdom	$120M	+$42.8M	1	2.08%	Increased
62	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$119M	-$2.94M	5	0.24%	Reduced
63	STRS Ohio Columbus, Ohio	$117M	+$27.9M	3	0.52%	Increased
64	Guggenheim Capital Chicago, Illinois	$117M	+$22.7M	4	0.34%	Increased
65	Loomis, Sayles & Company Boston, Massachusetts	$115M	-$9.78M	3	0.28%	Reduced
66	JP Jana Partners New York	$113M	-$130M	1	1.98%	Reduced
67	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$111M	+$2.35M	2	0.23%	Increased
68	CI Global Investments Oakland, California	$106M	-$43.8M	2	2.54%	Reduced
69	New York State Teachers Retirement System (NYSTRS) Albany, New York	$103M	-$2.29M	4	0.27%	Reduced
70	Russell Investments Group London, United Kingdom	$99M	+$96.8M	6	0.19%	New
71	Lord, Abbett & Co Jersey City, New Jersey	$98.2M	+$6.14M	3	0.3%	Increased
72	Credit Suisse Zurich, Switzerland	$97.2M	+$3.33M	7	0.1%	Increased
73	Citigroup New York	$96.9M	+$12.8M	7	0.09%	Increased
74	Fidelity International Hamilton, Bermuda	$96.8M	-$50.8M	1	0.28%	Reduced
75	RhumbLine Advisers Boston, Massachusetts	$94.7M	+$4.95M	5	0.24%	Increased