← 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
APG Asset Management
APG Asset Management
Netherlands
$73.2M +$14.7M 2 0.13% Increased
102
Russell Investments Group
Russell Investments Group
United Kingdom
$72.6M -$60M 3 0.15% Reduced
103
Raymond James & Associates
Raymond James & Associates
Florida
$72.5M -$2.72M 5 0.12% Reduced
104
National Pension Service
National Pension Service
South Korea
$69.1M +$4.9M 2 0.31% Increased
105
Eagle Asset Management
Eagle Asset Management
Florida
$67.2M +$14.4M 3 0.36% Increased
106
SEI Investments
SEI Investments
Pennsylvania
$67M +$1.73M 6 0.23% Increased
107
Stifel Financial
Stifel Financial
Missouri
$65.9M +$676K 5 0.2% Increased
108
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$65.7M +$3.29M 3 1.32% Increased
109
Canada Life
Canada Life
Manitoba, Canada
$65.4M -$18.6M 5 0.15% Reduced
110
HSBC Holdings
HSBC Holdings
United Kingdom
$65.2M -$57.7M 4 0.12% Reduced
111
GAMCO Investors
GAMCO Investors
Connecticut
$64.2M -$8.81M 2 0.44% Reduced
112
Vident Investment Advisory
Vident Investment Advisory
Georgia
$62.5M -$6.54M 4 2.47% Reduced
113
EULAV Asset Management
EULAV Asset Management
Florida
$61.2M $0 2 2.81% Maintained
114
Aperio Group
Aperio Group
California
$61.1M -$2.38M 5 0.29% Reduced
115
Chevy Chase Trust
Chevy Chase Trust
Maryland
$60.6M -$226K 2 0.26% Reduced
116
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$60.5M -$571K 3 0.48% Reduced
117
Winton Group
Winton Group
United Kingdom
$59.6M -$11.5M 3 1.52% Reduced
118
Congress Asset Management
Congress Asset Management
Massachusetts
$59.4M -$1.3M 3 0.82% Reduced
119
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$58.1M -$8.91M 1 0.62% Reduced
120
Saturna Capital
Saturna Capital
Washington
$57M $0 1 1.83% Maintained
121
CAM
ClariVest Asset Management
California
$55.3M -$4.57M 2 0.96% Reduced
122
Neuberger Berman Group
Neuberger Berman Group
New York
$55.2M -$17.6M 4 0.06% Reduced
123
Snyder Capital Management
Snyder Capital Management
California
$55.2M -$482K 1 2.61% Reduced
124
Acadian Asset Management
Acadian Asset Management
Massachusetts
$54.8M -$12.7M 4 0.24% Reduced
125
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$54.6M +$13.9M 1 0.06% Increased