← 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
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$58.2M +$2.09M 1 2.3% Increased
102
TD Asset Management
TD Asset Management
Ontario, Canada
$57.4M +$2.69M 3 0.09% Increased
103
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$55.6M +$113K 2 0.49% Increased
104
SG Americas Securities
SG Americas Securities
New York
$54.9M +$44.3M 3 0.49% Increased
105
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$54.4M +$5.69M 4 0.16% Increased
106
DAC
Dividend Assets Capital
South Carolina
$53.3M -$3.97M 1 2.1% Reduced
107
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$52.9M -$33.2M 5 0.16% Reduced
108
OC
Oakmont Corp
California
$52.8M $0 1 10.07% Maintained
109
SEI Investments
SEI Investments
Pennsylvania
$51.4M +$1.74M 5 0.21% Increased
110
Chevy Chase Trust
Chevy Chase Trust
Maryland
$50.9M -$293K 2 0.24% Reduced
111
Royce & Associates
Royce & Associates
New York
$50.9M -$158K 2 0.34% Reduced
112
Stifel Financial
Stifel Financial
Missouri
$50.7M +$9.25M 5 0.19% Increased
113
First Trust Advisors
First Trust Advisors
Illinois
$50.1M +$7.27M 3 0.13% Increased
114
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$50M +$15M 3 0.24% Increased
115
Aviva
Aviva
United Kingdom
$50M -$4.54M 2 0.28% Reduced
116
ACM
American Capital Management
New York
$49.6M +$3.9M 1 3.2% Increased
117
National Pension Service
National Pension Service
South Korea
$49.2M +$4.26M 2 0.29% Increased
118
Congress Asset Management
Congress Asset Management
Massachusetts
$47.8M +$42.1M 2 0.86% Increased
119
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$47.5M +$11.2M 3 0.15% Increased
120
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$47.4M +$319K 2 0.38% Increased
121
HCM
Huber Capital Management
California
$45.8M -$1.1M 1 2.33% Reduced
122
Credit Agricole
Credit Agricole
France
$45M -$27.2M 3 0.15% Reduced
123
RA
Rovida Advisors
Florida
$44.7M +$1.73M 2 6.16% Increased
124
Aperio Group
Aperio Group
California
$44.7M +$3.99M 5 0.27% Increased
125
CIBC World Market
CIBC World Market
Ontario, Canada
$43.9M -$40.5M 2 0.19% Reduced