← 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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$75M -$1.88M 3 0.36% Reduced
102
Westfield Capital Management
Westfield Capital Management
Massachusetts
$72.3M +$39.9M 1 0.55% Increased
103
Raymond James & Associates
Raymond James & Associates
Florida
$72.3M -$1.41M 7 0.13% Reduced
104
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$71.4M -$5.35M 1 2.8% Reduced
105
Winton Group
Winton Group
United Kingdom
$69.4M +$5.05M 4 2.01% Increased
106
Fisher Asset Management
Fisher Asset Management
Washington
$68.2M +$5.55M 3 0.09% Increased
107
AL
AJO LP
Pennsylvania
$67.3M -$19.6M 2 0.29% Reduced
108
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$66.4M +$11.5M 4 0.3% Increased
109
SEI Investments
SEI Investments
Pennsylvania
$64.6M -$1.91M 4 0.22% Reduced
110
National Pension Service
National Pension Service
South Korea
$64M +$814K 2 0.32% Increased
111
Stifel Financial
Stifel Financial
Missouri
$62.5M -$1.59M 4 0.2% Reduced
112
Wedge Capital Management
Wedge Capital Management
North Carolina
$62.4M +$4.34M 1 0.56% Increased
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$61.9M -$492K 2 0.27% Reduced
114
Aperio Group
Aperio Group
California
$61.4M +$3.86M 5 0.31% Increased
115
Congress Asset Management
Congress Asset Management
Massachusetts
$61.4M -$594K 3 0.89% Reduced
116
RA
Rovida Advisors
Florida
$61.1M +$1.13M 2 6.4% Increased
117
CAM
ClariVest Asset Management
California
$61M +$12.8M 2 1.05% Increased
118
Victory Capital Management
Victory Capital Management
Texas
$59.7M +$480K 3 0.13% Increased
119
APG Asset Management
APG Asset Management
Netherlands
$59M +$1.77M 2 0.11% Increased
120
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$58.5M -$8.36M 2 0.5% Reduced
121
Holocene Advisors
Holocene Advisors
New York
$58M +$56.8M 1 1.47% New
122
EULAV Asset Management
EULAV Asset Management
Florida
$57M $0 2 2.69% Maintained
123
Axa
Axa
France
$56.2M -$9.3M 2 0.22% Reduced
124
DAC
Dividend Assets Capital
South Carolina
$56M -$12.5M 1 2.51% Reduced
125
Saturna Capital
Saturna Capital
Washington
$55.9M $0 1 1.71% Maintained