← 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$57.8M -$4.92M 5 0.05% Reduced
102
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$57.2M +$1.69M 2 3.2% Increased
103
UBS Group
UBS Group
Switzerland
$56.7M +$14.2M 8 0.04% Increased
104
OC
Oakmont Corp
California
$53.6M +$52M 1 7.02% New
105
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$52.1M +$9.77M 3 0.31% Increased
106
Citigroup
Citigroup
New York
$51.9M -$5.25M 7 0.05% Reduced
107
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$50.6M -$25.9M 3 0.19% Reduced
108
Artisan Partners
Artisan Partners
Wisconsin
$49.8M +$3.03M 1 0.1% Increased
109
Canada Life
Canada Life
Manitoba, Canada
$49.7M -$1.17M 5 0.19% Reduced
110
OMC
Oak Management Corp
Connecticut
$48.5M +$52.4M 1 15.15% New
111
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$48.4M +$44.9M 1 0.08% New
112
Credit Agricole
Credit Agricole
France
$48M -$13.5M 2 0.22% Reduced
113
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$46.8M +$43.4M 2 0.61% New
114
HCM
Huber Capital Management
California
$46.3M -$8.04M 2 1.65% Reduced
115
Seizert Capital Partners
Seizert Capital Partners
Michigan
$46M -$1.59M 1 1.44% Reduced
116
Calamos Advisors
Calamos Advisors
Illinois
$44.1M -$661K 2 0.28% Reduced
117
American Century Companies
American Century Companies
Missouri
$43.2M -$1.27M 2 0.05% Reduced
118
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$43.1M +$20.2M 1 0.78% Increased
119
RCM
Riverhead Capital Management
Delaware
$42.9M -$402K 3 0.63% Reduced
120
BA
Boston Advisors
Massachusetts
$42.4M +$5.79M 1 0.99% Increased
121
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$42.4M +$13.1M 5 0.31% Increased
122
Scout Investments
Scout Investments
Missouri
$42.1M +$5.05M 2 1.06% Increased
123
First Trust Advisors
First Trust Advisors
Illinois
$41.3M -$4.48M 3 0.11% Reduced
124
Wedge Capital Management
Wedge Capital Management
North Carolina
$40.4M -$5.17M 1 0.43% Reduced
125
Aviva
Aviva
United Kingdom
$40.3M +$4.93M 2 0.31% Increased