← 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	Credit Agricole Montrouge Cedex, France	$56M	-$12.7M	2	0.25%	Reduced
102	Seizert Capital Partners Birmingham, Michigan	$56M	-$25.7M	1	1.41%	Reduced
103	NFA Nationwide Fund Advisors Columbus, Ohio	$55.8M	+$10.6M	5	0.23%	Increased
104	MTB Mizuho Trust & Banking Tokyo, Japan	$54.6M	+$1.03M	2	0.19%	Increased
105	Marshall Wace London, United Kingdom	$53.8M	+$40.8M	3	0.7%	Increased
106	ARC Absolute Return Capital Boston, Massachusetts	$53.5M	-$12.6M	2	1.41%	Reduced
107	Two Sigma Advisers New York	$53.2M	+$22.3M	3	0.39%	Increased
108	Canada Life Winnipeg, Manitoba, Canada	$52.7M	-$19.5M	5	0.18%	Reduced
109	WBC Westpac Banking Corp Sydney, Australia	$52.6M	+$2.69M	2	0.46%	Increased
110	Wedge Capital Management Charlotte, North Carolina	$51.6M	-$37.8M	1	0.52%	Reduced
111	Barclays London, United Kingdom	$51.3M	+$9.51M	5	0.06%	Increased
112	Brandywine Global Investment Management Philadelphia, Pennsylvania	$51.2M	+$824K	2	0.33%	Increased
113	Citigroup New York	$50.1M	-$1.36M	8	0.05%	Reduced
114	UBS Group Zurich, Switzerland	$48.2M	-$16.8M	8	0.03%	Reduced
115	Royce & Associates New York	$47.5M	-$3.13M	3	0.18%	Reduced
116	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$46.5M	-$3.3M	1	2.56%	Reduced
117	BlackRock Japan Tokyo, Japan	$46.5M	-$2.52M	2	0.19%	Reduced
118	CAM ClariVest Asset Management San Diego, California	$46.4M	+$2.29M	2	1.41%	Increased
119	Snyder Capital Management San Francisco, California	$45.7M	-$424K	1	2.32%	Reduced
120	Bowen Hanes & Co Ponte Vedra Beach, Florida	$45.4M	+$8.57M	2	2.18%	Increased
121	RCM Riverhead Capital Management Wilmington, Delaware	$43.3M	-$10.4M	2	0.65%	Reduced
122	SAM Scopus Asset Management New York	$40.3M	+$40M	1	0.8%	New
123	Aberdeen Asset Management Aberdeen, United Kingdom	$39.2M	-$8.1M	2	0.11%	Reduced
124	Calamos Advisors Naperville, Illinois	$38.3M	+$6.15M	1	0.24%	Increased
125	State of Michigan Retirement System Lansing, Michigan	$38M	-$5.89M	3	0.27%	Reduced