← 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	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$112M	-$4.59M	1	3.7%	Reduced
102	Retirement Systems of Alabama Montgomery, Alabama	$111M	+$25.4M	3	0.53%	Increased
103	State of Tennessee, Department of Treasury Nashville, Tennessee	$111M	+$40.8M	4	0.51%	Increased
104	Russell Investments Group London, United Kingdom	$109M	+$33.2M	6	0.21%	Increased
105	Korea Investment Corp Seoul, South Korea	$107M	+$24.7M	2	0.45%	Increased
106	Baird Financial Group Milwaukee, Wisconsin	$104M	+$20.9M	3	0.41%	Increased
107	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$104M	+$43.8M	3	0.27%	Increased
108	STRS Ohio Columbus, Ohio	$101M	+$71.4M	3	0.44%	Increased
109	Alyeska Investment Group Chicago, Illinois	$99.4M	-$35.6M	1	1.44%	Reduced
110	AL AJO LP Philadelphia, Pennsylvania	$99.2M	+$13.5M	2	0.58%	Increased
111	EULAV Asset Management Sarasota, Florida	$95.8M	+$2.23M	3	3.54%	Increased
112	SCA Southpoint Capital Advisors New York	$93.9M	+$92.1M	1	3.55%	New
113	Barclays London, United Kingdom	$93.7M	-$44.2M	5	0.06%	Reduced
114	Two Sigma Investments New York	$91.3M	+$63.2M	4	0.31%	Increased
115	Stifel Financial St. Louis, Missouri	$90.2M	-$22.7M	6	0.23%	Reduced
116	Chevy Chase Trust Bethesda, Maryland	$89.4M	+$14.5M	2	0.37%	Increased
117	Aperio Group Sausalito, California	$87.6M	+$14.9M	5	0.35%	Increased
118	State of New Jersey Common Pension Fund D Trenton, New Jersey	$87.4M	-$36M	4	0.34%	Reduced
119	PP Paloma Partners Greenwich, Connecticut	$87.1M	+$80.8M	3	1.81%	Increased
120	Panagora Asset Management Boston, Massachusetts	$86.9M	+$29.5M	4	0.4%	Increased
121	ACM American Capital Management New York	$85.5M	+$3.51M	1	3.79%	Increased
122	Allianz Asset Management Munich, Germany	$84.6M	-$8.27M	5	0.08%	Reduced
123	Saturna Capital Bellingham, Washington	$81.6M	+$80.1M	1	2.37%	New
124	Fred Alger Management New York	$79.9M	+$49.8M	2	0.31%	Increased
125	Menora Mivtachim Holdings Ramat Gan, Israel	$77.7M	+$25.6M	1	1.89%	Increased