← 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
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$123M -$5.43M 2 5.07% Reduced
102
CBT
Capital Bank & Trust
California
$123M -$1.3M 3 1.6% Reduced
103
Alyeska Investment Group
Alyeska Investment Group
Illinois
$121M +$27.4M 1 1.6% Increased
104
Korea Investment Corp
Korea Investment Corp
South Korea
$118M +$19.6M 3 0.43% Increased
105
Barclays
Barclays
United Kingdom
$117M +$30.5M 5 0.07% Increased
106
Bessemer Group
Bessemer Group
New Jersey
$115M +$115M 2 0.37% Increased
107
Russell Investments Group
Russell Investments Group
United Kingdom
$115M +$10.7M 5 0.21% Increased
108
Eagle Asset Management
Eagle Asset Management
Florida
$113M -$2.7M 2 0.54% Reduced
109
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$111M -$27.8M 4 0.68% Reduced
110
EULAV Asset Management
EULAV Asset Management
Florida
$110M +$10.5M 3 3.8% Increased
111
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$110M -$8.43M 5 0.13% Reduced
112
Man Group
Man Group
United Kingdom
$108M -$80M 2 0.36% Reduced
113
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$107M +$630K 3 0.48% Increased
114
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$107M -$13.8M 3 0.72% Reduced
115
Congress Asset Management
Congress Asset Management
Massachusetts
$106M -$56M 3 1.3% Reduced
116
Stifel Financial
Stifel Financial
Missouri
$106M +$21.8M 6 0.22% Increased
117
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$105M +$85.6M 2 1.46% Increased
118
SAM
Scopus Asset Management
New York
$99.3M -$49.1M 3 3.23% Reduced
119
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$99.1M +$1.77M 3 0.24% Increased
120
ACM
American Capital Management
New York
$98.9M +$373K 1 4.15% Increased
121
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$96.9M -$16.7M 3 1.82% Reduced
122
Federated Hermes
Federated Hermes
Pennsylvania
$91.2M -$33.9M 5 0.2% Reduced
123
TD Asset Management
TD Asset Management
Ontario, Canada
$90.4M -$44.7M 3 0.13% Reduced
124
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$90M +$33.4M 3 0.18% Increased
125
D.E. Shaw & Co
D.E. Shaw & Co
New York
$88.7M +$81.3M 3 0.1% Increased