← 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
SCM
Suvretta Capital Management
New York
$73.9M +$68.2M 1 1.56% New
102
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$73.2M -$11M 2 0.34% Reduced
103
AL
AJO LP
Pennsylvania
$72.1M +$49.4M 1 0.37% Increased
104
Baird Financial Group
Baird Financial Group
Wisconsin
$71.1M -$303K 3 0.28% Reduced
105
Korea Investment Corp
Korea Investment Corp
South Korea
$69.9M +$48.2M 2 0.3% Increased
106
Capital Guardian Trust
Capital Guardian Trust
California
$68.4M -$1.22M 1 0.92% Reduced
107
Two Sigma Advisers
Two Sigma Advisers
New York
$67M +$7.79M 4 0.17% Increased
108
Scout Investments
Scout Investments
Missouri
$66.8M +$44.6M 2 1.29% Increased
109
USAA
United Services Automobile Association
Texas
$66.2M +$12.9M 4 0.16% Increased
110
Natixis
Natixis
France
$65.9M -$21.6M 2 0.51% Reduced
111
Russell Investments Group
Russell Investments Group
United Kingdom
$65.5M -$1M 6 0.12% Reduced
112
Chevy Chase Trust
Chevy Chase Trust
Maryland
$65.4M +$101K 2 0.27% Increased
113
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$65.3M +$60.3M 1 0.7% New
114
Eaton Vance Management
Eaton Vance Management
Massachusetts
$63.5M +$3.51M 3 0.14% Increased
115
Aperio Group
Aperio Group
California
$63.4M +$288K 6 0.26% Increased
116
Westwood Holdings Group
Westwood Holdings Group
Texas
$63.4M -$14.7M 1 0.69% Reduced
117
Congress Asset Management
Congress Asset Management
Massachusetts
$63M -$1.98M 2 0.8% Reduced
118
Snyder Capital Management
Snyder Capital Management
California
$62.4M -$2.43M 1 2.8% Reduced
119
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.8M +$4.07M 4 0.3% Increased
120
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$60.4M +$7.21M 2 0.13% Increased
121
Select Equity Group
Select Equity Group
New York
$60.1M -$12.2M 1 0.41% Reduced
122
TD Asset Management
TD Asset Management
Ontario, Canada
$59.5M -$41.5M 2 0.09% Reduced
123
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$58.5M +$328K 1 0.7% Increased
124
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$57.3M +$31.7M 4 0.17% Increased
125
Canada Life
Canada Life
Manitoba, Canada
$56.5M -$1.86M 5 0.13% Reduced