← 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	Wedge Capital Management Charlotte, North Carolina	$54.3M	+$3.45M	1	0.53%	Increased
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$54.3M	-$3.64M	5	0.19%	Reduced
103	Artisan Partners Milwaukee, Wisconsin	$54.2M	-$8.29M	1	0.1%	Reduced
104	Seizert Capital Partners Birmingham, Michigan	$53.1M	-$2.06M	1	1.35%	Reduced
105	MAM Marketfield Asset Management New York	$52.6M	-$53.1M	1	1.84%	Reduced
106	Gotham Asset Management New York	$51.2M	-$19.1M	3	0.43%	Reduced
107	Citigroup New York	$50.4M	+$1.08M	7	0.04%	Increased
108	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$48.6M	+$2.68M	1	2.58%	Increased
109	Credit Agricole Montrouge Cedex, France	$47.4M	-$7.8M	2	0.22%	Reduced
110	Canada Life Winnipeg, Manitoba, Canada	$46.8M	-$5.06M	5	0.16%	Reduced
111	RCM Riverhead Capital Management Wilmington, Delaware	$46.7M	+$4.21M	2	0.7%	Increased
112	BlackRock Japan Tokyo, Japan	$46.4M	+$699K	2	0.18%	Increased
113	RP RR Partners New York	$46M	-$40M	1	1.7%	Reduced
114	CAM ClariVest Asset Management San Diego, California	$45.7M	$0	2	1.36%	Maintained
115	Brandywine Global Investment Management Philadelphia, Pennsylvania	$45.6M	-$4.98M	3	0.29%	Reduced
116	Royce & Associates New York	$45.4M	-$4.37M	3	0.19%	Reduced
117	WBC Westpac Banking Corp Sydney, Australia	$44.9M	-$1.28M	2	0.44%	Reduced
118	Millennium Management New York	$44.8M	-$115M	3	0.08%	Reduced
119	UBS Group Zurich, Switzerland	$44.6M	-$3.17M	8	0.03%	Reduced
120	Snyder Capital Management San Francisco, California	$43.9M	-$1.3M	1	2.47%	Reduced
121	Pictet Asset Management (UK) London, United Kingdom	$42.3M	+$8.96M	2	0.17%	Increased
122	Barclays London, United Kingdom	$42.1M	-$8.52M	5	0.05%	Reduced
123	First Trust Advisors Wheaton, Illinois	$41.9M	-$15.7M	3	0.11%	Reduced
124	CC Clearline Capital New York	$41.9M	+$20.9M	1	5.82%	Increased
125	State of Michigan Retirement System Lansing, Michigan	$40.8M	+$3.4M	3	0.28%	Increased