← 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
126
Suntrust Banks
Suntrust Banks
Georgia
$30.3M -$31.8M 3 0.12% Reduced
127
HM Payson & Co
HM Payson & Co
Maine
$29.8M -$3.79M 1 1.73% Reduced
128
Natixis
Natixis
France
$29.6M -$9.28M 2 0.32% Reduced
129
Allstate Corporation
Allstate Corporation
Illinois
$29.6M +$4.72M 2 1.15% Increased
130
KAM
Keeley Asset Management
Illinois
$28.9M $0 1 0.53% Maintained
131
CCMH
Cornerstone Capital Management Holdings
New York
$28.6M +$6.98M 3 0.34% Increased
132
KBC Group
KBC Group
Belgium
$27.5M -$290K 3 0.44% Reduced
133
Aviva
Aviva
United Kingdom
$27.4M +$807K 2 0.24% Increased
134
TD Asset Management
TD Asset Management
Ontario, Canada
$27.4M -$1.27M 3 0.05% Reduced
135
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$27.3M -$733K 7 0.04% Reduced
136
JIR
James Investment Research
Ohio
$26.6M +$4.05M 1 1.01% Increased
137
BA
Boston Advisors
Massachusetts
$26.4M -$6.78M 2 1.4% Reduced
138
MSA
Mason Street Advisors
Wisconsin
$26.4M +$2.73M 4 0.3% Increased
139
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.1M -$6.72M 2 0.07% Reduced
140
Analytic Investors
Analytic Investors
California
$25.9M -$12.9M 2 0.42% Reduced
141
SGAM
Smith Group Asset Management
Texas
$25.7M +$24.1M 1 1.07% New
142
Becker Capital Management
Becker Capital Management
Oregon
$25.2M -$9.18M 1 1.16% Reduced
143
Two Sigma Investments
Two Sigma Investments
New York
$25.2M +$16.9M 2 0.16% Increased
144
Canada Life
Canada Life
Manitoba, Canada
$25M +$12.9M 3 0.1% Increased
145
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$24.9M +$24.1M 4 0.15% New
146
Highbridge Capital Management
Highbridge Capital Management
New York
$23.5M +$21.1M 3 0.25% Increased
147
D.E. Shaw & Co
D.E. Shaw & Co
New York
$23.3M +$15.6M 4 0.04% Increased
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.3M -$1.09M 4 0.12% Reduced
149
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$22M -$52.1K 2 0.19% Reduced
150
Citadel Advisors
Citadel Advisors
Florida
$21.9M -$113M 4 0.03% Reduced
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