← 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$120M +$53.3M 4 0.26% Increased
102
Royal London Asset Management
Royal London Asset Management
United Kingdom
$118M +$43.9M 3 0.54% Increased
103
Envestnet Asset Management
Envestnet Asset Management
Illinois
$117M +$8.02M 6 0.08% Increased
104
IAM
Iridian Asset Management
Connecticut
$116M -$26.9M 1 1.98% Reduced
105
Epoch Investment Partners
Epoch Investment Partners
New York
$116M -$79.5M 1 0.54% Reduced
106
AIM
Allen Investment Management
New York
$116M +$23.6M 1 1.78% Increased
107
PC
Port Capital
Illinois
$114M +$28M 1 6.44% Increased
108
Altshuler Shaham
Altshuler Shaham
Israel
$111M +$108M 2 1.13% New
109
Eagle Asset Management
Eagle Asset Management
Florida
$111M +$2.44M 2 0.49% Increased
110
Fred Alger Management
Fred Alger Management
New York
$111M +$23.4M 2 0.29% Increased
111
Korea Investment Corp
Korea Investment Corp
South Korea
$110M -$52.8M 3 0.35% Reduced
112
Bahl & Gaynor
Bahl & Gaynor
Ohio
$108M -$6.43M 2 0.68% Reduced
113
BAMCO Inc
BAMCO Inc
New York
$108M $0 1 0.27% Maintained
114
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$107M +$96.2M 1 2.3% New
115
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$107M +$54.5K 2 0.06% Increased
116
Fisher Asset Management
Fisher Asset Management
Washington
$106M -$5.82M 3 0.07% Reduced
117
CBT
Capital Bank & Trust
California
$105M -$9.67M 2 1.25% Reduced
118
AQR Capital Management
AQR Capital Management
Connecticut
$104M -$17.5M 5 0.17% Reduced
119
EULAV Asset Management
EULAV Asset Management
Florida
$102M -$14.4M 2 2.73% Reduced
120
TD Asset Management
TD Asset Management
Ontario, Canada
$100M +$2.2M 5 0.11% Increased
121
Barclays
Barclays
United Kingdom
$98.7M +$6.63M 8 0.05% Increased
122
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$97.1M -$16.7M 2 0.77% Reduced
123
Two Sigma Investments
Two Sigma Investments
New York
$96.6M -$8.85M 3 0.25% Reduced
124
Russell Investments Group
Russell Investments Group
United Kingdom
$93.8M +$12.5M 6 0.17% Increased
125
STRS Ohio
STRS Ohio
Ohio
$93.8M -$12.7M 5 0.35% Reduced