← 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
101	MTB Mizuho Trust & Banking Tokyo, Japan	$44.3M	-$515K	2	0.16%	Reduced
102	Canada Life Winnipeg, Manitoba, Canada	$43.3M	+$670K	5	0.14%	Increased
103	Luther King Capital Management (LKCM) Fort Worth, Texas	$42.8M	+$159K	2	0.34%	Increased
104	Lord, Abbett & Co Jersey City, New Jersey	$41.8M	-$5.85M	2	0.09%	Reduced
105	JIR James Investment Research Alpha, Ohio	$41.8M	+$4.64M	1	1.33%	Increased
106	State of Tennessee, Department of Treasury Nashville, Tennessee	$41.5M	-$13.7M	4	0.23%	Reduced
107	HSBC Holdings London, United Kingdom	$40M	+$4.41K	2	0.09%	Increased
108	MSA Mason Street Advisors Milwaukee, Wisconsin	$39.8M	+$15K	5	0.31%	Increased
109	Aberdeen Asset Management Aberdeen, United Kingdom	$39.8M	+$39.3M	2	0.08%	Increased
110	UBS Zurich, Switzerland	$39.4M	+$2.68M	8	0.03%	Increased
111	ACI AMP Capital Investors Sydney, Australia	$39M	+$2.09M	3	0.24%	Increased
112	BA Boston Advisors Boston, Massachusetts	$38.9M	-$1.65M	3	1.66%	Reduced
113	Swiss National Bank Zurich, Switzerland	$38.6M	-$402K	6	0.14%	Reduced
114	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$38M	+$52.6K	5	0.06%	Increased
115	NFA Nationwide Fund Advisors Columbus, Ohio	$37.3M	+$5.54M	6	0.15%	Increased
116	WBC Westpac Banking Corp Sydney, Australia	$37.3M	-$2.95M	2	0.36%	Reduced
117	Edge Asset Management Seattle, Washington	$36.3M	-$1.01M	3	0.36%	Reduced
118	KBC Group Brussels, Belgium	$35.6M	+$16M	4	0.41%	Increased
119	CI Global Investments Oakland, California	$35M	+$478K	1	0.89%	Increased
120	CAM ClariVest Asset Management San Diego, California	$33.5M	+$635K	4	1.27%	Increased
121	PNC Financial Services Group Pittsburgh, Pennsylvania	$33.5M	+$1.58M	6	0.04%	Increased
122	BlackRock Japan Tokyo, Japan	$33.3M	-$8.08M	2	0.15%	Reduced
123	Bowen Hanes & Co Ponte Vedra Beach, Florida	$33.2M	-$1.18M	1	1.55%	Reduced
124	HM Payson & Co Portland, Maine	$32.3M	-$1.24M	1	1.66%	Reduced
125	MCM McKinley Capital Management Anchorage, Alaska	$31.8M	-$1.89M	1	1.31%	Reduced