← 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
TD Asset Management
TD Asset Management
Ontario, Canada
$69.3M +$2.82M 3 0.1% Increased
102
Raymond James & Associates
Raymond James & Associates
Florida
$68.6M -$2.03M 7 0.14% Reduced
103
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$67.6M -$4.46M 1 2.79% Reduced
104
APG Asset Management
APG Asset Management
Netherlands
$64.6M -$41.1M 2 0.11% Reduced
105
DAC
Dividend Assets Capital
South Carolina
$63.9M -$427K 1 2.63% Reduced
106
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$63.2M +$2.18M 5 0.15% Increased
107
SEI Investments
SEI Investments
Pennsylvania
$63M +$3.85M 4 0.22% Increased
108
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$62.9M +$371K 2 0.53% Increased
109
Axa
Axa
France
$61.5M -$23.6M 2 0.26% Reduced
110
Stifel Financial
Stifel Financial
Missouri
$60M +$2.08M 5 0.21% Increased
111
Aviva
Aviva
United Kingdom
$59.8M +$2.87M 2 0.32% Increased
112
Winton Group
Winton Group
United Kingdom
$59.6M -$13.4M 4 1.9% Reduced
113
RA
Rovida Advisors
Florida
$58.9M +$8.29M 2 6.23% Increased
114
National Pension Service
National Pension Service
South Korea
$58.5M +$2.18M 2 0.32% Increased
115
Chevy Chase Trust
Chevy Chase Trust
Maryland
$58.4M +$319K 2 0.26% Increased
116
Congress Asset Management
Congress Asset Management
Massachusetts
$58M +$3.66M 3 0.9% Increased
117
Aperio Group
Aperio Group
California
$55.2M +$3.5M 5 0.31% Increased
118
CIBC World Markets
CIBC World Markets
New York
$55.1M -$21.3M 2 0.53% Reduced
119
Fisher Asset Management
Fisher Asset Management
Washington
$55M +$933K 3 0.08% Increased
120
Vident Investment Advisory
Vident Investment Advisory
Georgia
$54.8M +$15.1M 4 2.97% Increased
121
Wedge Capital Management
Wedge Capital Management
North Carolina
$54.3M -$11.6M 1 0.51% Reduced
122
Victory Capital Management
Victory Capital Management
Texas
$54M +$41.8M 3 0.12% Increased
123
Balyasny Asset Management
Balyasny Asset Management
Illinois
$53.8M +$29.5M 2 0.21% Increased
124
OC
Oakmont Corp
California
$53M -$5.86M 1 8.96% Reduced
125
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$52.6M +$48.7M 2 0.49% New