← 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$96.3M +$1.32M 1 1.45% Increased
77
VFA
Virtus Fund Advisers
Connecticut
$94.8M +$3.05M 2 0.85% Increased
78
DAC
Dividend Assets Capital
South Carolina
$92.8M -$7.19M 2 2.75% Reduced
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.2M +$23M 5 0.14% Increased
80
EARNEST Partners
EARNEST Partners
Georgia
$85.3M -$2.04M 3 0.93% Reduced
81
Bank of Montreal
Bank of Montreal
Ontario, Canada
$85M -$15.9M 5 0.1% Reduced
82
Calamos Advisors
Calamos Advisors
Illinois
$83.9M +$14.5M 2 0.59% Increased
83
Guggenheim Capital
Guggenheim Capital
Illinois
$83.7M -$2.32M 4 0.26% Reduced
84
Third Point
Third Point
New York
$83.4M +$79M 1 0.8% New
85
NFA
Nationwide Fund Advisors
Ohio
$82.9M -$3.89M 5 0.36% Reduced
86
STRS Ohio
STRS Ohio
Ohio
$81.3M +$47M 3 0.36% Increased
87
Edge Asset Management
Edge Asset Management
Washington
$79.7M +$221K 3 0.71% Increased
88
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$78.2M -$1.44M 5 0.23% Reduced
89
APG Asset Management
APG Asset Management
Netherlands
$77.1M +$6.58M 2 0.15% Increased
90
MTB
Mizuho Trust & Banking
Japan
$76.7M -$532K 2 0.24% Reduced
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$76.1M +$11.4M 5 0.24% Increased
92
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$75M -$10.2M 1 0.57% Reduced
93
Credit Suisse
Credit Suisse
Switzerland
$74.6M -$5.57M 6 0.08% Reduced
94
Neuberger Berman Group
Neuberger Berman Group
New York
$69.2M +$5.5M 4 0.1% Increased
95
Millennium Management
Millennium Management
New York
$68.2M +$34.9M 4 0.16% Increased
96
ClearBridge Investments
ClearBridge Investments
New York
$67.8M +$5.82M 3 0.08% Increased
97
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$65.7M -$4.54M 3 0.33% Reduced
98
BlackRock Japan
BlackRock Japan
Japan
$63.6M +$615K 2 0.23% Increased
99
Citigroup
Citigroup
New York
$63.2M -$11.3M 7 0.06% Reduced
100
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$59.8M +$866K 2 3.23% Increased