← 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	Boston Partners Boston, Massachusetts	$271M	+$11.2M	1	0.36%	Increased
52	William Blair Investment Management Chicago, Illinois	$271M	+$4.97M	1	1.08%	Increased
53	VOYA Investment Management Atlanta, Georgia	$264M	-$19.7M	6	0.55%	Reduced
54	Lord, Abbett & Co Jersey City, New Jersey	$252M	-$138M	4	0.84%	Reduced
55	Principal Financial Group Des Moines, Iowa	$250M	-$6.15M	4	0.21%	Reduced
56	Brown Advisory Baltimore, Maryland	$247M	+$242M	4	0.63%	Increased
57	Raymond James & Associates St Petersburg, Florida	$238M	+$4.79M	6	0.3%	Increased
58	Credit Suisse Zurich, Switzerland	$224M	+$75.9M	6	0.16%	Increased
59	EARNEST Partners Atlanta, Georgia	$221M	+$20.3M	4	1.73%	Increased
60	Altshuler Shaham Tel Aviv, Israel	$211M	+$156M	4	6.01%	Increased
61	RhumbLine Advisers Boston, Massachusetts	$206M	+$1.04M	5	0.34%	Increased
62	AustralianSuper Melbourne, Australia	$204M	$0	1	1.72%	Maintained
63	UBS Group Zurich, Switzerland	$201M	+$34.3M	9	0.07%	Increased
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$201M	+$9.72M	5	0.34%	Increased
65	SEI Investments Oaks, Pennsylvania	$198M	-$1.64M	4	0.59%	Reduced
66	Prudential Financial Newark, New Jersey	$187M	+$29.8M	4	0.28%	Increased
67	Swiss National Bank Zurich, Switzerland	$185M	+$10.5M	4	0.19%	Increased
68	State of Tennessee, Department of Treasury Nashville, Tennessee	$175M	+$72M	4	0.77%	Increased
69	Renaissance Technologies New York	$174M	+$61M	7	0.13%	Increased
70	New York State Teachers Retirement System (NYSTRS) Albany, New York	$173M	+$2.2M	4	0.4%	Increased
71	Frontier Capital Management Boston, Massachusetts	$168M	-$2.13M	2	1.24%	Reduced
72	Bank of Montreal Toronto, Ontario, Canada	$167M	+$29.4M	6	0.13%	Increased
73	RA Rovida Advisors Fort Lauderdale, Florida	$165M	+$2.21M	3	8.74%	Increased
74	First Trust Advisors Wheaton, Illinois	$165M	+$96.4M	5	0.28%	Increased
75	Loomis, Sayles & Company Boston, Massachusetts	$163M	-$1.25M	4	0.28%	Reduced