← 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$117M -$3.2M 4 0.28% Reduced
102
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$112M -$9.95M 5 0.26% Reduced
103
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$109M +$66.8M 4 0.14% Increased
104
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$107M -$52.6M 2 0.25% Reduced
105
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$107M +$15.9M 6 0.06% Increased
106
Stifel Financial
Stifel Financial
Missouri
$104M -$7.76M 6 0.15% Reduced
107
Russell Investments Group
Russell Investments Group
United Kingdom
$103M -$25M 4 0.2% Reduced
108
Harding Loevner
Harding Loevner
New Jersey
$100M -$13.9M 1 0.66% Reduced
109
AGF Management
AGF Management
Ontario, Canada
$99.2M -$5.82M 2 0.7% Reduced
110
Bahl & Gaynor
Bahl & Gaynor
Ohio
$98.5M -$16.6M 2 0.63% Reduced
111
AQR Capital Management
AQR Capital Management
Connecticut
$98.2M +$20.1M 4 0.2% Increased
112
Davenport & Co
Davenport & Co
Virginia
$97.6M -$151K 2 0.74% Reduced
113
Woodline Partners
Woodline Partners
California
$92.8M -$5.48M 1 1.09% Reduced
114
US Bancorp
US Bancorp
Minnesota
$92.1M +$4M 7 0.15% Increased
115
PC
Port Capital
Illinois
$89.3M -$7.66M 1 5.57% Reduced
116
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$85.6M -$2.35M 1 0.08% Reduced
117
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$84.7M -$51.6M 2 0.2% Reduced
118
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$84.2M -$3.92M 4 0.14% Reduced
119
Royal London Asset Management
Royal London Asset Management
United Kingdom
$83.3M +$3M 3 0.27% Increased
120
STRS Ohio
STRS Ohio
Ohio
$83.2M -$8.54M 5 0.37% Reduced
121
Homestead Advisers
Homestead Advisers
Virginia
$79.8M +$1.14M 1 2.22% Increased
122
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$78.8M +$478K 2 2.65% Increased
123
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$78.7M +$2.44M 6 0.25% Increased
124
Aberdeen Group
Aberdeen Group
United Kingdom
$78.6M +$1.64M 3 0.2% Increased
125
National Bank of Canada
National Bank of Canada
Quebec, Canada
$78.2M +$15.4M 8 0.12% Increased