← 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
Barclays
Barclays
United Kingdom
$38.3M -$15.4M 5 0.04% Reduced
127
ACI
AMP Capital Investors
Australia
$36.9M -$6.62M 3 0.23% Reduced
128
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$34.8M -$220K 1 1.71% Reduced
129
MCM
McKinley Capital Management
Alaska
$34.6M -$1.94M 1 1.39% Reduced
130
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$33.2M -$7.29M 3 0.42% Reduced
131
Neuberger Berman Group
Neuberger Berman Group
New York
$33.2M +$2.3M 4 0.03% Increased
132
GH
GAM Holding
Switzerland
$31.5M +$377K 2 0.47% Increased
133
PGGM Investments
PGGM Investments
Netherlands
$31M +$83.6K 1 0.14% Increased
134
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$29.7M +$5.96M 2 0.37% Increased
135
Calamos Advisors
Calamos Advisors
Illinois
$29.4M +$27.3M 1 0.19% New
136
Aviva
Aviva
United Kingdom
$29M +$253K 2 0.23% Increased
137
TD Asset Management
TD Asset Management
Ontario, Canada
$29M -$4.95M 3 0.05% Reduced
138
Chevy Chase Trust
Chevy Chase Trust
Maryland
$29M -$889K 2 0.18% Reduced
139
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$28.7M -$7.67M 4 0.1% Reduced
140
Saturna Capital
Saturna Capital
Washington
$28.3M -$1.38M 1 0.74% Reduced
141
Stifel Financial
Stifel Financial
Missouri
$27.8M -$3.8M 2 0.15% Reduced
142
Two Sigma Advisers
Two Sigma Advisers
New York
$27.1M +$6.93M 4 0.21% Increased
143
ClearBridge Investments
ClearBridge Investments
New York
$27M +$2.32M 3 0.03% Increased
144
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$26.4M +$4.05M 2 0.22% Increased
145
CI Global Investments
CI Global Investments
California
$25.7M -$19.3M 1 0.53% Reduced
146
Martingale Asset Management
Martingale Asset Management
Massachusetts
$25.6M +$525K 3 0.71% Increased
147
STRS Ohio
STRS Ohio
Ohio
$25M -$2.13M 4 0.11% Reduced
148
HM Payson & Co
HM Payson & Co
Maine
$24.9M -$1.58M 2 1.23% Reduced
149
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$24.6M -$525K 5 0.17% Reduced
150
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.2M -$589K 3 0.14% Reduced