← 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$76.8M -$16.7M 5 0.22% Reduced
102
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$75.3M -$14.1M 1 0.84% Reduced
103
Acadian Asset Management
Acadian Asset Management
Massachusetts
$75M +$14.8M 4 0.32% Increased
104
Natixis
Natixis
France
$74.8M +$22M 4 0.46% Increased
105
ACM
American Capital Management
New York
$74.7M +$10.5M 1 4.26% Increased
106
Neuberger Berman Group
Neuberger Berman Group
New York
$74.6M -$24M 4 0.09% Reduced
107
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$74.2M +$13.7M 6 0.14% Increased
108
AustralianSuper
AustralianSuper
Australia
$73.5M +$70.5M 1 2.33% New
109
SEI Investments
SEI Investments
Pennsylvania
$73.2M +$336K 6 0.28% Increased
110
Stifel Financial
Stifel Financial
Missouri
$73.1M +$2.47M 4 0.23% Increased
111
National Pension Service
National Pension Service
South Korea
$72.9M +$112K 2 0.36% Increased
112
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$72.8M +$18.4M 5 0.49% Increased
113
RA
Rovida Advisors
Florida
$72.7M +$5.38M 2 6.82% Increased
114
Fidelity International
Fidelity International
Bermuda
$71.4M -$16.6M 2 0.2% Reduced
115
Aperio Group
Aperio Group
California
$69.9M +$2.41M 5 0.35% Increased
116
Chevy Chase Trust
Chevy Chase Trust
Maryland
$68.8M -$1.61M 2 0.31% Reduced
117
Fisher Asset Management
Fisher Asset Management
Washington
$68.7M -$798K 3 0.09% Reduced
118
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$68.5M -$5.39M 1 2.54% Reduced
119
Congress Asset Management
Congress Asset Management
Massachusetts
$68.3M -$1.31M 3 0.96% Reduced
120
CAM
ClariVest Asset Management
California
$67.6M -$1.67M 2 1.16% Reduced
121
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$66.4M +$40.9M 2 0.52% Increased
122
APG Asset Management
APG Asset Management
Netherlands
$66.1M +$670K 2 0.13% Increased
123
Saturna Capital
Saturna Capital
Washington
$63.7M $0 1 2.02% Maintained
124
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$62.9M -$11.6M 4 0.32% Reduced
125
Lazard Asset Management
Lazard Asset Management
New York
$61.7M -$24.8M 1 0.11% Reduced