← 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
Renaissance Technologies
Renaissance Technologies
New York
$136M -$14.4M 7 0.14% Reduced
77
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$134M -$1.1M 5 0.3% Reduced
78
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$133M -$8.08M 4 0.32% Reduced
79
Korea Investment Corp
Korea Investment Corp
South Korea
$133M +$22.1M 3 0.47% Increased
80
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$132M -$24.4M 5 0.33% Reduced
81
SEI Investments
SEI Investments
Pennsylvania
$131M -$49.6M 4 0.38% Reduced
82
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$131M -$38.9M 3 1.31% Reduced
83
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$128M +$17.4M 3 0.57% Increased
84
Bessemer Group
Bessemer Group
New Jersey
$125M +$4.95M 3 0.37% Increased
85
IAM
Iridian Asset Management
Connecticut
$123M -$4.76M 1 2.68% Reduced
86
Burgundy Asset Management
Burgundy Asset Management
Ontario, Canada
$123M -$5.86M 1 1.4% Reduced
87
Baird Financial Group
Baird Financial Group
Wisconsin
$123M -$9.73M 4 0.42% Reduced
88
Credit Suisse
Credit Suisse
Switzerland
$122M -$11.1M 7 0.07% Reduced
89
ACM
American Capital Management
New York
$121M +$3.96M 2 4.43% Increased
90
RA
Rovida Advisors
Florida
$120M +$20.6M 3 8.3% Increased
91
AQR Capital Management
AQR Capital Management
Connecticut
$118M -$49M 4 0.2% Reduced
92
CBT
Capital Bank & Trust
California
$114M +$1.39M 1 1.53% Increased
93
EULAV Asset Management
EULAV Asset Management
Florida
$108M +$182K 3 3.19% Increased
94
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$106M +$1.19M 2 3.83% Increased
95
Alkeon Capital Management
Alkeon Capital Management
New York
$103M -$13.4M 1 0.19% Reduced
96
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$102M -$14.8M 5 0.26% Reduced
97
STRS Ohio
STRS Ohio
Ohio
$101M +$3.29M 5 0.42% Increased
98
Westfield Capital Management
Westfield Capital Management
Massachusetts
$101M -$161M 1 0.65% Reduced
99
Two Sigma Advisers
Two Sigma Advisers
New York
$99.1M +$53.5M 4 0.28% Increased
100
Jennison Associates
Jennison Associates
New York
$98.1M -$13.6M 2 0.08% Reduced