← 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
76	BlackRock New York	$91.3M	-$56.9M	5	0.15%	Reduced
77	Bank of Montreal Toronto, Ontario, Canada	$91M	-$26M	6	0.1%	Reduced
78	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$89.1M	+$463K	2	0.2%	Increased
79	HCM Herndon Capital Management Atlanta, Georgia	$87M	-$14.8M	1	2.18%	Reduced
80	VFA Virtus Fund Advisers Hartford, Connecticut	$86M	-$1.73M	2	0.76%	Reduced
81	Kayne Anderson Rudnick Investment Management Los Angeles, California	$84.5M	+$2.32M	1	1.37%	Increased
82	Penserra Capital Management Orinda, California	$84.4M	+$509K	4	8.24%	Increased
83	EARNEST Partners Atlanta, Georgia	$80.2M	-$6.23M	3	0.84%	Reduced
84	NFA Nationwide Fund Advisors Columbus, Ohio	$79.5M	-$24.1M	5	0.35%	Reduced
85	Guggenheim Capital Chicago, Illinois	$78.4M	-$12.2M	4	0.25%	Reduced
86	Fidelity International Hamilton, Bermuda	$78M	-$11M	1	0.24%	Reduced
87	Robeco Institutional Asset Management Rotterdam, Netherlands	$77.1M	-$158K	2	0.62%	Reduced
88	Loomis, Sayles & Company Boston, Massachusetts	$73.1M	+$3.39M	3	0.21%	Increased
89	Credit Suisse Zurich, Switzerland	$73M	-$22.9M	6	0.09%	Reduced
90	PointState Capital New York	$72M	-$60.1M	1	1.94%	Reduced
91	RhumbLine Advisers Boston, Massachusetts	$71.8M	+$1.16M	5	0.22%	Increased
92	Edge Asset Management Seattle, Washington	$71.8M	+$1.4M	3	0.69%	Increased
93	MTB Mizuho Trust & Banking Tokyo, Japan	$69.5M	+$1.63M	2	0.22%	Increased
94	Citigroup New York	$67.2M	+$12.9M	7	0.08%	Increased
95	APG Asset Management Amsterdam, Netherlands	$63.3M	+$2.7M	2	0.13%	Increased
96	Alyeska Investment Group Chicago, Illinois	$63.1M	-$2.75M	1	0.58%	Reduced
97	State of Tennessee, Department of Treasury Nashville, Tennessee	$63.1M	+$8.96M	3	0.36%	Increased
98	First Trust Advisors Wheaton, Illinois	$61.3M	+$21.1M	4	0.2%	Increased
99	Calamos Advisors Naperville, Illinois	$61.1M	+$14.2M	2	0.41%	Increased
100	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$60.3M	+$1.69M	5	0.05%	Increased