← 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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$101M +$75.1M 3 0.35% Increased
102
Aberdeen Group
Aberdeen Group
United Kingdom
$100M -$7.31M 3 0.27% Reduced
103
STRS Ohio
STRS Ohio
Ohio
$97.7M +$16.7M 4 0.43% Increased
104
Eagle Asset Management
Eagle Asset Management
Florida
$97.1M -$4.89M 2 0.55% Reduced
105
Fidelity International
Fidelity International
Bermuda
$95.5M +$5.08M 2 0.13% Increased
106
TD Asset Management
TD Asset Management
Ontario, Canada
$94.6M +$22.8M 4 0.13% Increased
107
VOYA Investment Management
VOYA Investment Management
Georgia
$93.9M -$196M 6 0.22% Reduced
108
Fisher Asset Management
Fisher Asset Management
Washington
$93.9M -$15.8M 5 0.09% Reduced
109
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$91.6M +$3.91M 3 1.66% Increased
110
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$90.4M -$2.5M 1 2.22% Reduced
111
Bahl & Gaynor
Bahl & Gaynor
Ohio
$89.5M +$5.52M 2 0.67% Increased
112
Carillon Tower Advisers
Carillon Tower Advisers
Florida
$89.5M -$292K 3 0.69% Reduced
113
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$89.4M -$5.28M 3 0.22% Reduced
114
RA
Rovida Advisors
Florida
$89.1M +$65.7M 3 8.59% Increased
115
Barclays
Barclays
United Kingdom
$86.2M +$20.6M 8 0.07% Increased
116
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$82.9M +$63.9M 6 0.02% Increased
117
Envestnet Asset Management
Envestnet Asset Management
Illinois
$82.8M +$2.01M 5 0.08% Increased
118
Federated Hermes
Federated Hermes
Pennsylvania
$81.3M -$137K 5 0.2% Reduced
119
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$80.3M -$112M 5 0.39% Reduced
120
Stifel Financial
Stifel Financial
Missouri
$80.2M +$5.57M 6 0.18% Increased
121
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78.2M +$4.41M 3 0.32% Increased
122
Balyasny Asset Management
Balyasny Asset Management
Illinois
$77.9M +$49.6M 4 0.68% Increased
123
Aperio Group
Aperio Group
California
$77.4M -$3.57M 5 0.29% Reduced
124
Natixis Advisors
Natixis Advisors
Massachusetts
$74.6M +$17M 3 0.5% Increased
125
NCA
Newbrook Capital Advisors
New York
$71.3M +$79M 1 4.99% New