← 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
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$72M +$12.5M 2 0.51% Increased
102
National Pension Service
National Pension Service
South Korea
$71.8M +$2.66M 2 0.28% Increased
103
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$69.7M +$12M 3 1.42% Increased
104
Stifel Financial
Stifel Financial
Missouri
$68.6M -$2.75M 5 0.19% Reduced
105
EULAV Asset Management
EULAV Asset Management
Florida
$68.5M +$634K 2 2.82% Increased
106
Westwood Holdings Group
Westwood Holdings Group
Texas
$66.1M +$758K 1 0.69% Increased
107
Select Equity Group
Select Equity Group
New York
$63.7M -$48.8M 1 0.43% Reduced
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$62.9M +$61.9M 1 0.16% Increased
109
Saturna Capital
Saturna Capital
Washington
$62.4M -$616K 1 1.82% Reduced
110
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$61.8M -$758K 2 0.23% Reduced
111
Baird Financial Group
Baird Financial Group
Wisconsin
$59.6M +$3.71M 3 0.35% Increased
112
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59M +$37.6M 5 0.08% Increased
113
Chevy Chase Trust
Chevy Chase Trust
Maryland
$58.4M -$204K 2 0.24% Reduced
114
Capital Guardian Trust
Capital Guardian Trust
California
$58.2M +$7.36M 1 0.77% Increased
115
Snyder Capital Management
Snyder Capital Management
California
$56.4M -$4.08M 1 2.66% Reduced
116
SG Americas Securities
SG Americas Securities
New York
$56.3M +$40.1M 6 0.52% Increased
117
Russell Investments Group
Russell Investments Group
United Kingdom
$56.1M +$6.13M 5 0.1% Increased
118
Congress Asset Management
Congress Asset Management
Massachusetts
$54.6M +$2.57M 3 0.71% Increased
119
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$53.8M +$2.07M 1 0.06% Increased
120
Aperio Group
Aperio Group
California
$53.3M -$310K 5 0.23% Reduced
121
Eaton Vance Management
Eaton Vance Management
Massachusetts
$50.3M +$3.03M 3 0.12% Increased
122
Two Sigma Advisers
Two Sigma Advisers
New York
$50M -$108M 3 0.13% Reduced
123
Canada Life
Canada Life
Manitoba, Canada
$49.5M -$1.6M 4 0.13% Reduced
124
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$49.4M +$81.8K 1 0.58% Increased
125
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$48.8M -$732K 4 0.24% Reduced