← 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	UBS AM Chicago, Illinois	$160M	+$531K	6	0.12%	Increased
52	Westfield Capital Management Boston, Massachusetts	$156M	-$2.42M	1	1.18%	Reduced
53	American Century Companies Kansas City, Missouri	$153M	-$9.32M	1	0.16%	Reduced
54	EARNEST Partners Atlanta, Georgia	$147M	+$2.12M	4	1.4%	Increased
55	Burgundy Asset Management Toronto, Ontario, Canada	$144M	+$1.04M	1	1.48%	Increased
56	SEI Investments Oaks, Pennsylvania	$143M	+$61.4M	5	0.48%	Increased
57	DZ Bank Frankfurt Am Main, Germany	$142M	-$24.3M	2	0.46%	Reduced
58	AustralianSuper Melbourne, Australia	$141M	$0	1	1.47%	Maintained
59	RhumbLine Advisers Boston, Massachusetts	$140M	-$820K	5	0.27%	Reduced
60	ClearBridge Investments New York	$138M	+$546K	3	0.12%	Increased
61	AGF Investments Inc Toronto, Ontario, Canada	$138M	-$5.73M	1	1.55%	Reduced
62	Point72 Asset Management Stamford, Connecticut	$135M	+$85.1M	3	0.61%	Increased
63	Bessemer Group Woodbridge, New Jersey	$127M	+$435K	2	0.49%	Increased
64	Raymond James & Associates St Petersburg, Florida	$124M	+$45.4M	6	0.19%	Increased
65	Citigroup New York	$123M	+$39.7M	6	0.12%	Increased
66	Renaissance Technologies New York	$116M	+$26.5M	7	0.11%	Increased
67	New York State Teachers Retirement System (NYSTRS) Albany, New York	$116M	-$1.83M	4	0.29%	Reduced
68	Victory Capital Management San Antonio, Texas	$115M	-$9.78M	5	0.26%	Reduced
69	State of Wisconsin Investment Board Madison, Wisconsin	$111M	+$5.94M	5	0.32%	Increased
70	Holocene Advisors New York	$109M	+$19M	1	1.67%	Increased
71	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$106M	-$15.7M	5	0.22%	Reduced
72	Credit Suisse Zurich, Switzerland	$106M	-$20.6M	6	0.1%	Reduced
73	CBT Capital Bank & Trust Irvine, California	$105M	+$51.1M	3	1.33%	Increased
74	Loomis, Sayles & Company Boston, Massachusetts	$103M	+$5.66M	2	0.2%	Increased
75	ACM American Capital Management New York	$101M	+$1.31M	1	4.7%	Increased