← 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
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$110M +$2.18M 5 0.21% Increased
102
Ruffer LLP
Ruffer LLP
United Kingdom
$107M +$33.9M 1 2.58% Increased
103
Voloridge Investment Management
Voloridge Investment Management
Florida
$104M +$64.1M 5 0.57% Increased
104
Renaissance Technologies
Renaissance Technologies
New York
$103M -$66.3M 6 0.13% Reduced
105
SEI Investments
SEI Investments
Pennsylvania
$103M -$4.86M 4 0.19% Reduced
106
Aberdeen Group
Aberdeen Group
United Kingdom
$102M -$125M 3 0.22% Reduced
107
EULAV Asset Management
EULAV Asset Management
Florida
$97.9M -$2.52M 2 2.47% Reduced
108
Westfield Capital Management
Westfield Capital Management
Massachusetts
$96.8M +$1.16M 1 0.58% Increased
109
Fisher Asset Management
Fisher Asset Management
Washington
$94.5M +$1.32M 4 0.05% Increased
110
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$93.2M -$5.79M 1 0.67% Reduced
111
PC
Port Capital
Illinois
$92.1M -$38.2M 1 5.66% Reduced
112
Eagle Asset Management
Eagle Asset Management
Florida
$89.7M -$30.1M 2 0.39% Reduced
113
BAMCO Inc
BAMCO Inc
New York
$88.2M +$5.64M 1 0.19% Increased
114
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$87.2M -$1.61M 2 1.02% Reduced
115
Swiss National Bank
Swiss National Bank
Switzerland
$85.9M -$3M 3 0.05% Reduced
116
Stifel Financial
Stifel Financial
Missouri
$84.9M -$4.27M 8 0.11% Reduced
117
LPL Financial
LPL Financial
California
$84.6M +$3.52M 8 0.07% Increased
118
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$84.3M -$24.7M 2 2.38% Reduced
119
Davenport & Co
Davenport & Co
Virginia
$83.2M +$612K 3 0.55% Increased
120
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$82.7M -$6.78M 2 1.47% Reduced
121
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$81.7M +$35.1M 3 0.11% Increased
122
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$81.7M +$6.6M 2 0.58% Increased
123
NI
Nuance Investments
Missouri
$79.4M -$51.4M 1 1.4% Reduced
124
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.3M +$63.8M 3 0.61% Increased
125
NIG
NFJ Investment Group
Texas
$78.7M +$550K 3 1.44% Increased