← 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
APG Asset Management
APG Asset Management
Netherlands
$93.9M +$9.14M 2 0.18% Increased
77
OMC
Oak Management Corp
Connecticut
$93.7M +$5.62M 1 26.91% Increased
78
Asset Management One
Asset Management One
Japan
$90.3M +$79.7M 2 0.23% Increased
79
Bank of Montreal
Bank of Montreal
Ontario, Canada
$88M -$8.52M 6 0.09% Reduced
80
NFA
Nationwide Fund Advisors
Ohio
$87.2M +$3.88M 5 0.36% Increased
81
Edge Asset Management
Edge Asset Management
Washington
$82.5M -$10.2M 3 0.64% Reduced
82
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82.1M -$14.6M 6 0.12% Reduced
83
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$81.8M +$3.33M 2 0.64% Increased
84
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$81.7M -$51M 4 1.93% Reduced
85
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$81M +$334K 5 0.24% Increased
86
Axa
Axa
France
$80.9M -$32.2M 3 0.38% Reduced
87
EARNEST Partners
EARNEST Partners
Georgia
$79.4M -$6.17M 4 0.87% Reduced
88
BlackRock Japan
BlackRock Japan
Japan
$78M +$8.63M 2 0.26% Increased
89
ClearBridge Investments
ClearBridge Investments
New York
$76.5M +$1.22M 3 0.08% Increased
90
Alkeon Capital Management
Alkeon Capital Management
New York
$74.2M +$62.6M 1 1.46% Increased
91
Two Sigma Investments
Two Sigma Investments
New York
$70.7M +$53.2M 4 0.27% Increased
92
CRM
Cramer Rosenthal McGlynn
Connecticut
$70.1M +$45.8M 1 1.04% Increased
93
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$69.6M +$6.11M 2 0.5% Increased
94
DAC
Dividend Assets Capital
South Carolina
$68.4M -$24M 1 2.4% Reduced
95
GAMCO Investors
GAMCO Investors
Connecticut
$67.4M +$4.28M 2 0.43% Increased
96
UBS Group
UBS Group
Switzerland
$66.4M -$8.64M 8 0.04% Reduced
97
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$64.8M -$7.71M 2 3.48% Reduced
98
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$64.7M +$19.9M 1 0.82% Increased
99
Korea Investment Corp
Korea Investment Corp
South Korea
$64.1M +$387K 2 0.31% Increased
100
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$62.6M -$12.2M 3 0.67% Reduced