← 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
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$141M -$7.7M 1 1.37% Reduced
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$141M -$51.5M 6 0.22% Reduced
53
Teachers Advisors
Teachers Advisors
New York
$137M -$55.5M 5 0.2% Reduced
54
VFA
Virtus Fund Advisers
Connecticut
$136M +$84.6M 3 1.28% Increased
55
Principal Financial Group
Principal Financial Group
Iowa
$135M -$2.34M 4 0.16% Reduced
56
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$130M +$4.25M 1 1.42% Increased
57
Guggenheim Capital
Guggenheim Capital
Illinois
$129M +$5.26M 4 0.35% Increased
58
Citadel Advisors
Citadel Advisors
Florida
$126M +$66.9M 7 0.12% Increased
59
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$118M -$5.13M 5 0.24% Reduced
60
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$114M -$791K 2 0.23% Reduced
61
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$112M +$112M 2 0.41% New
62
STRS Ohio
STRS Ohio
Ohio
$109M -$13.8M 3 0.47% Reduced
63
CI Global Investments
CI Global Investments
California
$108M -$1.46M 1 2.5% Reduced
64
Russell Investments Group
Russell Investments Group
United Kingdom
$106M +$3.45M 6 0.19% Increased
65
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$105M +$7.12M 5 0.25% Increased
66
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$104M -$2.84M 4 0.27% Reduced
67
OMC
Oak Management Corp
Connecticut
$101M +$2.2M 1 32.02% Increased
68
ClearBridge Investments
ClearBridge Investments
New York
$99.9M +$19.4M 3 0.1% Increased
69
APG Asset Management
APG Asset Management
Netherlands
$95.5M -$8.54M 2 0.18% Reduced
70
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$90.4M +$5.44M 5 0.11% Increased
71
NFA
Nationwide Fund Advisors
Ohio
$89.5M -$1.13M 5 0.36% Reduced
72
CIBC World Markets
CIBC World Markets
New York
$88.9M +$25.5M 2 0.72% Increased
73
Credit Suisse
Credit Suisse
Switzerland
$87.6M -$13.6M 6 0.08% Reduced
74
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$86.7M +$2.96M 2 0.58% Increased
75
Asset Management One
Asset Management One
Japan
$85.9M -$7.87M 2 0.23% Reduced