← 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 Paris, France	$150M	+$38.1M	5	0.05%	Increased
102	Rockefeller Capital Management New York	$150M	+$4.96M	5	0.37%	Increased
103	Congress Asset Management Boston, Massachusetts	$149M	-$3.53M	3	1.11%	Reduced
104	National Bank of Canada Montreal, Quebec, Canada	$148M	+$50.4M	8	0.15%	Increased
105	MC Maren Capital Chicago, Illinois	$147M	+$5.23M	1	10.02%	Increased
106	New York State Common Retirement Fund Albany, New York	$145M	-$9.87M	6	0.21%	Reduced
107	Penserra Capital Management Orinda, California	$144M	+$22.8M	6	2.57%	Increased
108	BAMCO Inc New York	$137M	+$7.15M	1	0.4%	Increased
109	Stifel Financial St. Louis, Missouri	$134M	-$11.7M	8	0.14%	Reduced
110	Davenport & Co Richmond, Virginia	$134M	+$21.1M	3	0.78%	Increased
111	Marshall Wace London, United Kingdom	$132M	+$24.7M	6	0.17%	Increased
112	Fisher Asset Management Camas, Washington	$131M	+$997K	4	0.06%	Increased
113	Manning & Napier Advisors Fairport, New York	$129M	-$96.5M	1	1.59%	Reduced
114	Neuberger Berman Group New York	$128M	+$909K	6	0.11%	Increased
115	US Bancorp Minneapolis, Minnesota	$127M	+$14.1M	9	0.17%	Increased
116	State Board of Administration of Florida Retirement System Tallahassee, Florida	$125M	+$650K	5	0.25%	Increased
117	Man Group London, United Kingdom	$124M	-$71.4M	4	0.31%	Reduced
118	Meitav Investment House Bene-Beraq, Israel	$113M	-$6.55M	1	2.09%	Reduced
119	Madison Asset Management Madison, Wisconsin	$111M	+$9.12M	1	1.23%	Increased
120	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$110M	-$5.76M	4	0.29%	Reduced
121	Findlay Park Partners London, United Kingdom	$109M	-$57.4M	1	1.12%	Reduced
122	HM Payson & Co Portland, Maine	$107M	+$7.57M	3	1.88%	Increased
123	New York State Teachers Retirement System (NYSTRS) Albany, New York	$106M	-$3.66M	5	0.24%	Reduced
124	Nikko Asset Management Americas New York	$104M	-$4.95M	5	1.35%	Reduced
125	Squarepoint New York	$104M	-$68.4M	8	0.13%	Reduced