← 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 Minneapolis, Minnesota	$130M	+$992K	4	0.26%	Increased
102	DekaBank Deutsche Girozentrale Frankfurt, Germany	$128M	+$39.9M	3	0.37%	Increased
103	Eagle Asset Management St Petersburg, Florida	$125M	+$10M	2	0.54%	Increased
104	PC Port Capital Chicago, Illinois	$125M	+$10.3M	1	6.52%	Increased
105	Retirement Systems of Alabama Montgomery, Alabama	$124M	+$44.4M	3	0.45%	Increased
106	AQR Capital Management Greenwich, Connecticut	$123M	+$10.1M	4	0.21%	Increased
107	Stephens Investment Management Group Houston, Texas	$120M	-$2M	3	1.64%	Reduced
108	CBT Capital Bank & Trust Irvine, California	$118M	-$557K	2	1.36%	Reduced
109	Bahl & Gaynor Cincinnati, Ohio	$117M	-$2.14M	2	0.71%	Reduced
110	BAMCO Inc New York	$117M	+$3.63M	1	0.27%	Increased
111	Adage Capital Partners Boston, Massachusetts	$115M	+$30M	2	0.22%	Increased
112	Russell Investments Group London, United Kingdom	$113M	+$12M	5	0.19%	Increased
113	TD Asset Management Toronto, Ontario, Canada	$112M	-$63.7K	5	0.11%	Reduced
114	Ensign Peak Advisors Salt Lake City, Utah	$107M	+$13.6M	5	0.22%	Increased
115	AGF Investments Inc Toronto, Ontario, Canada	$104M	-$4.9M	2	0.78%	Reduced
116	EULAV Asset Management Sarasota, Florida	$103M	$0	2	2.73%	Maintained
117	IAM Iridian Asset Management Westport, Connecticut	$103M	-$20.6M	1	1.8%	Reduced
118	Westfield Capital Management Boston, Massachusetts	$101M	-$23.7M	1	0.6%	Reduced
119	Natixis Advisors Boston, Massachusetts	$101M	+$4.84M	4	0.47%	Increased
120	Man Group London, United Kingdom	$101M	+$94.7M	3	0.35%	Increased
121	Altshuler Shaham Tel Aviv, Israel	$100M	-$1.46M	3	0.75%	Reduced
122	Fisher Asset Management Camas, Washington	$98.8M	-$5.03M	3	0.06%	Reduced
123	1832 Asset Management Toronto, Ontario, Canada	$98.6M	-$37.9M	3	0.19%	Reduced
124	KBC Group Brussels, Belgium	$95.5M	+$4.29M	3	0.34%	Increased
125	VanEck Associates New York	$93.4M	-$63.3M	4	0.22%	Reduced