← 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
Natixis Advisors
Natixis Advisors
Massachusetts
$233M -$9.38M 5 0.34% Reduced
102
Driehaus Capital Management
Driehaus Capital Management
Illinois
$233M -$43.8M 4 1.67% Reduced
103
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$231M +$12.7M 5 0.16% Increased
104
Manning & Napier Advisors
Manning & Napier Advisors
New York
$230M -$12.5M 2 2.94% Reduced
105
Russell Investments Group
Russell Investments Group
United Kingdom
$230M +$5.67M 9 0.26% Increased
106
Select Equity Group
Select Equity Group
New York
$229M -$19.7M 1 0.94% Reduced
107
Stifel Financial
Stifel Financial
Missouri
$221M +$9.24M 9 0.2% Increased
108
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$215M -$40.4M 1 0.73% Reduced
109
Millennium Management
Millennium Management
New York
$214M -$18.6M 9 0.09% Reduced
110
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$212M +$12.2M 7 0.27% Increased
111
Fisher Asset Management
Fisher Asset Management
Washington
$207M +$149K 4 0.07% Increased
112
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$198M -$2.75M 9 0.12% Reduced
113
Lazard Asset Management
Lazard Asset Management
New York
$196M +$161M 3 0.26% Increased
114
Rockefeller Capital Management
Rockefeller Capital Management
New York
$188M -$23.8M 11 0.37% Reduced
115
MC
Maren Capital
Illinois
$186M +$4.4M 1 10.34% Increased
116
Meitav Investment House
Meitav Investment House
Israel
$185M -$6.69M 2 2.44% Reduced
117
Prudential Financial
Prudential Financial
New Jersey
$185M -$24.9M 6 0.22% Reduced
118
BAMCO Inc
BAMCO Inc
New York
$177M -$138M 1 0.47% Reduced
119
American Century Companies
American Century Companies
Missouri
$176M -$53M 5 0.09% Reduced
120
Davenport & Co
Davenport & Co
Virginia
$172M -$18.7M 3 0.92% Reduced
121
Penserra Capital Management
Penserra Capital Management
California
$171M -$2.61M 8 2.05% Reduced
122
US Bancorp
US Bancorp
Minnesota
$171M -$1.14M 10 0.2% Reduced
123
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$171M +$72.1M 8 0.26% Increased
124
Holocene Advisors
Holocene Advisors
New York
$170M +$156M 2 0.39% Increased
125
Emerald Advisers
Emerald Advisers
Pennsylvania
$168M -$36.2M 4 5.38% Reduced