← 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	D.E. Shaw & Co New York	$62.1M	+$5.43M	5	0.11%	Increased
102	AL AJO LP Philadelphia, Pennsylvania	$60M	-$195M	2	0.25%	Reduced
103	Raymond James & Associates St Petersburg, Florida	$59.6M	-$2.92M	4	0.14%	Reduced
104	DAC Dividend Assets Capital Ridgeland, South Carolina	$58.4M	-$15.3M	1	2.13%	Reduced
105	Korea Investment Corp Seoul, South Korea	$56.4M	-$9.22M	2	0.28%	Reduced
106	HSBC Holdings London, United Kingdom	$55.7M	-$2.86M	4	0.12%	Reduced
107	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$55.6M	+$1.43M	1	2.25%	Increased
108	Two Sigma Investments New York	$53M	-$20.7M	4	0.18%	Reduced
109	Amundi Asset Management US Boston, Massachusetts	$52.7M	-$6.9M	2	0.18%	Reduced
110	TD Asset Management Toronto, Ontario, Canada	$52.6M	+$2.84M	3	0.08%	Increased
111	BNP Paribas Asset Management Paris, France	$51.6M	-$5.46K	2	0.47%	Reduced
112	Aviva London, United Kingdom	$51.4M	-$2.75M	2	0.29%	Reduced
113	Winton Group London, United Kingdom	$49.4M	+$34.8M	2	1.34%	Increased
114	OC Oakmont Corp Los Angeles, California	$49M	-$90.3K	1	8.17%	Reduced
115	Chevy Chase Trust Bethesda, Maryland	$48.5M	+$1.17M	2	0.24%	Increased
116	Canada Life Winnipeg, Manitoba, Canada	$48.3M	+$592K	5	0.13%	Increased
117	SEI Investments Oaks, Pennsylvania	$47M	+$16.8M	5	0.21%	Increased
118	Federated Hermes Pittsburgh, Pennsylvania	$45.4M	+$14M	4	0.13%	Increased
119	O'Shaughnessy Asset Management Stamford, Connecticut	$45.3M	-$38.3M	4	1.07%	Reduced
120	Lord, Abbett & Co Jersey City, New Jersey	$44.8M	-$55.1M	2	0.13%	Reduced
121	Saturna Capital Bellingham, Washington	$43.9M	$0	1	1.49%	Maintained
122	Capital Fund Management (CFM) Paris, France	$43.7M	+$37.2M	2	0.36%	Increased
123	HCM Huber Capital Management El Segundo, California	$43.4M	-$451K	1	2.23%	Reduced
124	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$43.3M	-$178K	2	0.29%	Reduced
125	Martingale Asset Management Boston, Massachusetts	$43M	+$4.61M	3	0.62%	Increased