← 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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$181M -$13.4M 7 0.16% Reduced
77
Prudential Financial
Prudential Financial
New Jersey
$176M +$53.3M 4 0.27% Increased
78
Findlay Park Partners
Findlay Park Partners
United Kingdom
$172M +$16.9M 1 1.82% Increased
79
Bank of Montreal
Bank of Montreal
Ontario, Canada
$172M -$544K 5 0.07% Reduced
80
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$172M +$10.8M 4 0.42% Increased
81
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$166M -$6.79M 5 1.91% Reduced
82
Principal Financial Group
Principal Financial Group
Iowa
$165M +$1.85M 5 0.12% Increased
83
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$162M -$1.14M 2 0.41% Reduced
84
SEI Investments
SEI Investments
Pennsylvania
$160M +$38.8M 5 0.3% Increased
85
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$160M -$19.2M 2 0.35% Reduced
86
Bahl & Gaynor
Bahl & Gaynor
Ohio
$159M +$25.7M 2 0.86% Increased
87
ACM
American Capital Management
New York
$151M +$1.38M 2 5.3% Increased
88
Marshall Wace
Marshall Wace
United Kingdom
$151M +$69.2M 5 0.32% Increased
89
Natixis Advisors
Natixis Advisors
Massachusetts
$144M -$7.89M 4 0.5% Reduced
90
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$141M -$22.5M 4 0.22% Reduced
91
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$139M -$3.25M 5 0.32% Reduced
92
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$136M -$6.1M 4 0.32% Reduced
93
Man Group
Man Group
United Kingdom
$135M -$14.3M 0 – Closed
94
Barclays
Barclays
United Kingdom
$134M -$151M 8 0.06% Reduced
95
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$131M -$175K 6 0.25% Reduced
96
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$130M +$9.04M 3 2.18% Increased
97
Envestnet Asset Management
Envestnet Asset Management
Illinois
$130M +$586M 6 0.06% Increased
98
Westfield Capital Management
Westfield Capital Management
Massachusetts
$129M +$7.4M 1 0.91% Increased
99
Capital Group Private Client Services
Capital Group Private Client Services
California
$128M -$10.6M 2 1.58% Reduced
100
Russell Investments Group
Russell Investments Group
United Kingdom
$128M -$12.7M 4 0.25% Reduced