← 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
Select Equity Group
Select Equity Group
New York
$81.2M +$75.1M 1 0.6% New
102
Aviva
Aviva
United Kingdom
$79.1M +$24.9M 2 0.43% Increased
103
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$79.1M -$88.3M 2 0.28% Reduced
104
Westwood Holdings Group
Westwood Holdings Group
Texas
$78.6M +$75.2M 1 0.69% Increased
105
First Trust Advisors
First Trust Advisors
Illinois
$78.3M -$43.9M 5 0.15% Reduced
106
HSBC Holdings
HSBC Holdings
United Kingdom
$77.1M +$6.63M 5 0.12% Increased
107
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$76.4M +$5.41M 2 0.55% Increased
108
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$75.5M -$9.85M 4 0.37% Reduced
109
National Pension Service
National Pension Service
South Korea
$74.6M +$683K 2 0.3% Increased
110
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$73.7M +$54.4M 3 0.54% Increased
111
EULAV Asset Management
EULAV Asset Management
Florida
$71.5M -$1.09M 2 3.06% Reduced
112
SEI Investments
SEI Investments
Pennsylvania
$71.3M -$850K 5 0.26% Reduced
113
Citadel Advisors
Citadel Advisors
Florida
$71M -$240M 7 0.03% Reduced
114
Voloridge Investment Management
Voloridge Investment Management
Florida
$68.7M +$65.5M 1 1.5% Increased
115
Russell Investments Group
Russell Investments Group
United Kingdom
$67.7M -$9.66M 3 0.13% Reduced
116
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$67.6M -$16M 3 1.25% Reduced
117
Snyder Capital Management
Snyder Capital Management
California
$67M -$1.26M 1 2.98% Reduced
118
Saturna Capital
Saturna Capital
Washington
$66.8M $0 1 1.95% Maintained
119
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$66.7M +$30.4M 4 0.12% Increased
120
GAMCO Investors
GAMCO Investors
Connecticut
$65.3M -$9.08M 2 0.44% Reduced
121
Canada Life
Canada Life
Manitoba, Canada
$64.7M -$6.42M 5 0.15% Reduced
122
Winton Group
Winton Group
United Kingdom
$64.5M -$2.11M 3 1.35% Reduced
123
Aperio Group
Aperio Group
California
$63.5M -$1.88M 5 0.28% Reduced
124
Chevy Chase Trust
Chevy Chase Trust
Maryland
$62.8M -$1.69M 2 0.26% Reduced
125
Capital Guardian Trust
Capital Guardian Trust
California
$62.5M +$21.9M 2 0.84% Increased