← 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
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$35.3M -$1.13M 1 1.72% Reduced
127
CCMH
Cornerstone Capital Management Holdings
New York
$35.1M +$1.12M 3 0.4% Increased
128
KBC Group
KBC Group
Belgium
$34.8M +$2.2M 3 0.53% Increased
129
APG Asset Management
APG Asset Management
Netherlands
$34.6M -$2.19M 2 0.1% Reduced
130
HM Payson & Co
HM Payson & Co
Maine
$34.1M -$867K 1 1.83% Reduced
131
JIR
James Investment Research
Ohio
$34.1M +$1.9M 1 1.07% Increased
132
Suntrust Banks
Suntrust Banks
Georgia
$33.8M -$1.76M 3 0.13% Reduced
133
D.E. Shaw & Co
D.E. Shaw & Co
New York
$33.6M +$5.74M 5 0.05% Increased
134
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$31.3M -$1.27M 7 0.04% Reduced
135
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.2M +$198K 3 0.09% Increased
136
KAM
Keeley Asset Management
Illinois
$31.2M $0 1 0.53% Maintained
137
TD Asset Management
TD Asset Management
Ontario, Canada
$30.9M -$1.69M 3 0.06% Reduced
138
NFA
Nationwide Fund Advisors
Ohio
$30.9M +$5.77M 6 0.13% Increased
139
SGAM
Smith Group Asset Management
Texas
$30.3M $0 1 1.15% Maintained
140
Allstate Corporation
Allstate Corporation
Illinois
$29.6M -$4.93M 2 1.1% Reduced
141
UBS
UBS
Switzerland
$29.5M +$3.58M 8 0.03% Increased
142
Becker Capital Management
Becker Capital Management
Oregon
$29.4M -$284K 1 1.21% Reduced
143
Saturna Capital
Saturna Capital
Washington
$28.9M -$18.4M 1 0.74% Reduced
144
Two Sigma Investments
Two Sigma Investments
New York
$28.8M +$1.69M 3 0.16% Increased
145
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$28.2M +$8.46M 3 0.56% Increased
146
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$27.2M +$1.84M 2 0.21% Increased
147
CI Global Investments
CI Global Investments
California
$26.9M +$7.83M 1 0.76% Increased
148
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.2M -$630K 4 0.14% Reduced
149
MLM
Mount Lucas Management
Pennsylvania
$25.2M -$641K 1 5.5% Reduced
150
Aviva
Aviva
United Kingdom
$24.9M -$7.51M 2 0.21% Reduced