← 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
Amundi
Amundi
France
$134M -$11.8M 4 0.11% Reduced
102
Ruffer LLP
Ruffer LLP
United Kingdom
$124M -$37.3M 1 4.87% Reduced
103
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$119M -$12.8M 3 0.51% Reduced
104
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$119M +$41.4M 2 1.76% Increased
105
Congress Asset Management
Congress Asset Management
Massachusetts
$116M -$2.76M 4 1.11% Reduced
106
LPL Financial
LPL Financial
California
$115M +$10.1M 9 0.11% Increased
107
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$115M +$12M 1 1.02% Increased
108
Baird Financial Group
Baird Financial Group
Wisconsin
$112M +$17M 5 0.31% Increased
109
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$110M -$17.6M 6 0.29% Reduced
110
Westfield Capital Management
Westfield Capital Management
Massachusetts
$108M +$11.4M 1 0.85% Increased
111
Eagle Asset Management
Eagle Asset Management
Florida
$107M +$3.61M 2 0.67% Increased
112
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$105M -$3.76M 2 1.62% Reduced
113
Stifel Financial
Stifel Financial
Missouri
$104M +$9.27M 7 0.16% Increased
114
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$103M +$97.5M 2 0.38% Increased
115
Natixis Advisors
Natixis Advisors
Massachusetts
$102M +$7.87M 4 0.45% Increased
116
Barclays
Barclays
United Kingdom
$102M -$50.6M 8 0.06% Reduced
117
Silvercrest Asset Management
Silvercrest Asset Management
New York
$101M -$23.6M 5 0.77% Reduced
118
HM Payson & Co
HM Payson & Co
Maine
$96.4M +$895K 3 2.47% Increased
119
Calamos Advisors
Calamos Advisors
Illinois
$94.5M +$3.94M 3 0.41% Increased
120
Antipodes Partners
Antipodes Partners
Australia
$93.7M -$21.3M 1 3.9% Reduced
121
Pendal Group
Pendal Group
Australia
$92.3M +$4.53M 2 0.91% Increased
122
Royal London Asset Management
Royal London Asset Management
United Kingdom
$92.1M -$11.8M 3 0.43% Reduced
123
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$91.6M +$53.2M 5 0.43% Increased
124
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$91.2M -$1.88M 2 1.92% Reduced
125
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$90.6M -$2.32M 2 0.79% Reduced