← 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
Stifel Financial
Stifel Financial
Missouri
$128M +$932K 8 0.14% Increased
102
Point72 Asset Management
Point72 Asset Management
Connecticut
$126M -$4.03M 2 0.33% Reduced
103
Heard Capital LLC
Heard Capital LLC
Illinois
$123M -$10.7M 2 7.49% Reduced
104
Davenport & Co
Davenport & Co
Virginia
$122M -$795K 3 0.74% Reduced
105
SCM
Shapiro Capital Management
Georgia
$121M -$2.96M 1 3.67% Reduced
106
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$121M +$120M 6 0.29% New
107
Fisher Asset Management
Fisher Asset Management
Washington
$116M +$37.3M 4 0.05% Increased
108
AustralianSuper
AustralianSuper
Australia
$115M $0 1 0.66% Maintained
109
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$114M -$25.8M 5 0.22% Reduced
110
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$111M +$27.3M 3 0.1% Increased
111
US Bancorp
US Bancorp
Minnesota
$111M +$682K 6 0.15% Increased
112
Neuberger Berman Group
Neuberger Berman Group
New York
$109M -$20.6M 5 0.09% Reduced
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$108M -$6.93M 4 0.23% Reduced
114
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$107M +$3.33M 2 0.26% Increased
115
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$104M +$17.3M 4 0.17% Increased
116
MC
Maren Capital
Illinois
$103M +$4.12M 1 9.88% Increased
117
Corient Private Wealth
Corient Private Wealth
Florida
$100M +$17.3M 6 0.17% Increased
118
Bahl & Gaynor
Bahl & Gaynor
Ohio
$100M -$579K 2 0.56% Reduced
119
HM Payson & Co
HM Payson & Co
Maine
$99.5M +$11.1M 3 1.81% Increased
120
Squarepoint
Squarepoint
New York
$99.1M +$63.1M 8 0.16% Increased
121
Harding Loevner
Harding Loevner
New Jersey
$96.1M +$8.39M 1 0.53% Increased
122
Capital Group Private Client Services
Capital Group Private Client Services
California
$93.7M -$7.1M 1 0.94% Reduced
123
Junto Capital Management
Junto Capital Management
New York
$92.7M +$89.2M 1 1.9% New
124
Voloridge Investment Management
Voloridge Investment Management
Florida
$91.9M +$71.3M 2 0.34% Increased
125
AGF Management
AGF Management
Ontario, Canada
$91.2M -$1.92M 2 0.51% Reduced