← 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
Citigroup
Citigroup
New York
$154M -$6.26M 6 0.12% Reduced
77
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$152M +$20.6M 5 0.4% Increased
78
Alkeon Capital Management
Alkeon Capital Management
New York
$152M +$13.3M 1 0.53% Increased
79
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$151M -$43.5M 1 1.5% Reduced
80
SAM
Scopus Asset Management
New York
$150M +$57.3M 3 4.88% Increased
81
Bank of Montreal
Bank of Montreal
Ontario, Canada
$149M +$38.3M 6 0.13% Increased
82
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$149M -$45.5M 4 0.92% Reduced
83
Credit Suisse
Credit Suisse
Switzerland
$148M +$19.5M 5 0.13% Increased
84
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$144M -$12.5M 1 1.8% Reduced
85
TD Asset Management
TD Asset Management
Ontario, Canada
$143M +$72.6M 3 0.22% Increased
86
Silvercrest Asset Management
Silvercrest Asset Management
New York
$143M +$52.9M 3 1.18% Increased
87
National Pension Service
National Pension Service
South Korea
$140M +$34.1M 2 0.44% Increased
88
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$138M +$36.1M 6 0.16% Increased
89
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$136M +$108M 3 0.4% Increased
90
CBT
Capital Bank & Trust
California
$136M -$14.9M 3 1.88% Reduced
91
Federated Hermes
Federated Hermes
Pennsylvania
$127M +$112M 5 0.31% Increased
92
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$127M +$37.1M 3 0.89% Increased
93
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$126M -$8.97M 2 5.34% Reduced
94
Fisher Asset Management
Fisher Asset Management
Washington
$125M +$1.17M 5 0.14% Increased
95
Calamos Advisors
Calamos Advisors
Illinois
$123M -$7.1M 2 0.67% Reduced
96
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$121M +$111M 5 0.18% Increased
97
Eagle Asset Management
Eagle Asset Management
Florida
$120M +$108M 2 0.62% Increased
98
PCM
Palestra Capital Management
New York
$118M +$116M 1 3.9% New
99
Renaissance Technologies
Renaissance Technologies
New York
$117M +$73.5M 5 0.1% Increased
100
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$115M +$18.3M 3 2.3% Increased
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