← 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	$185M	-$5.06M	6	0.13%	Reduced
52	PNC Financial Services Group Pittsburgh, Pennsylvania	$182M	-$14.3M	6	0.18%	Reduced
53	SEI Investments Oaks, Pennsylvania	$179M	+$6.68M	4	0.58%	Increased
54	Burgundy Asset Management Toronto, Ontario, Canada	$177M	+$5.48M	1	1.76%	Increased
55	Neuberger Berman Group New York	$172M	+$61.4M	4	0.21%	Increased
56	DekaBank Deutsche Girozentrale Frankfurt, Germany	$169M	+$62.1M	4	0.85%	Increased
57	1832 Asset Management Toronto, Ontario, Canada	$163M	+$154M	2	0.53%	New
58	RhumbLine Advisers Boston, Massachusetts	$160M	-$5.24M	5	0.3%	Reduced
59	ClearBridge Investments New York	$160M	-$1.38M	3	0.14%	Reduced
60	EARNEST Partners Atlanta, Georgia	$157M	-$11.3M	4	1.42%	Reduced
61	Raymond James & Associates St Petersburg, Florida	$154M	+$6.56M	6	0.22%	Increased
62	Citigroup New York	$144M	-$1.74M	6	0.12%	Reduced
63	Victory Capital Management San Antonio, Texas	$138M	+$516K	5	0.28%	Increased
64	Loomis, Sayles & Company Boston, Massachusetts	$136M	+$12M	2	0.25%	Increased
65	AGF Investments Inc Toronto, Ontario, Canada	$135M	-$27.7M	1	1.64%	Reduced
66	New York State Teachers Retirement System (NYSTRS) Albany, New York	$131M	-$6.11M	4	0.33%	Reduced
67	CBT Capital Bank & Trust Irvine, California	$130M	+$4.05M	3	1.61%	Increased
68	State of Wisconsin Investment Board Madison, Wisconsin	$130M	-$2.94M	5	0.36%	Reduced
69	RA Rovida Advisors Fort Lauderdale, Florida	$126M	+$1.89M	2	7.41%	Increased
70	Barclays London, United Kingdom	$126M	+$21.4M	7	0.08%	Increased
71	Alyeska Investment Group Chicago, Illinois	$123M	+$117M	1	1.59%	New
72	Credit Suisse Zurich, Switzerland	$121M	+$9.31M	6	0.11%	Increased
73	UBS Group Zurich, Switzerland	$121M	+$8.66M	9	0.05%	Increased
74	Alkeon Capital Management New York	$119M	$0	1	0.47%	Maintained
75	Bowen Hanes & Co Ponte Vedra Beach, Florida	$118M	-$201K	2	5.07%	Reduced