← 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
London Company of Virginia
London Company of Virginia
Virginia
$218M -$5.61M 1 1.26% Reduced
102
Natixis Advisors
Natixis Advisors
Massachusetts
$212M +$524K 4 0.3% Increased
103
Meitav Investment House
Meitav Investment House
Israel
$211M +$1.68M 3 2.44% Increased
104
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$209M -$45.9M 3 2.73% Reduced
105
SG Americas Securities
SG Americas Securities
New York
$209M +$172M 9 0.27% Increased
106
Mariner
Mariner
Kansas
$208M +$1.75M 11 0.25% Increased
107
EARNEST Partners
EARNEST Partners
Georgia
$207M -$484K 2 0.89% Reduced
108
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$200M +$18.9M 9 0.11% Increased
109
Stifel Financial
Stifel Financial
Missouri
$200M -$1.34M 10 0.18% Reduced
110
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$198M -$18.7M 5 2.28% Reduced
111
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$193M -$50.6M 11 0.33% Reduced
112
Jane Street
Jane Street
New York
$189M +$9.67M 20 0.03% Increased
113
MC
Maren Capital
Illinois
$184M +$23M 1 9.9% Increased
114
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$177M +$16.4M 7 0.24% Increased
115
Penserra Capital Management
Penserra Capital Management
California
$173M +$15.3M 8 2.06% Increased
116
Fisher Asset Management
Fisher Asset Management
Washington
$170M -$9.43M 5 0.06% Reduced
117
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$167M -$26.7M 8 0.22% Reduced
118
Davenport & Co
Davenport & Co
Virginia
$166M -$686K 4 0.88% Reduced
119
Squarepoint
Squarepoint
New York
$162M +$136M 8 0.17% Increased
120
US Bancorp
US Bancorp
Minnesota
$162M -$437K 10 0.19% Reduced
121
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$161M -$47.3M 5 0.1% Reduced
122
Prudential Financial
Prudential Financial
New Jersey
$157M -$14.6M 5 0.19% Reduced
123
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$155M +$15M 4 0.52% Increased
124
Adage Capital Partners
Adage Capital Partners
Massachusetts
$154M +$16.5M 3 0.23% Increased
125
Renaissance Technologies
Renaissance Technologies
New York
$154M +$50.5M 5 0.24% Increased