← 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	MCM McKinley Capital Management Anchorage, Alaska	$37.6M	-$187K	1	1.51%	Reduced
127	Federated Hermes Pittsburgh, Pennsylvania	$37.4M	-$8.89M	3	0.11%	Reduced
128	Neuberger Berman Group New York	$36.8M	+$2.7M	4	0.04%	Increased
129	BA Boston Advisors Boston, Massachusetts	$36.6M	-$10.3M	2	1.45%	Reduced
130	Virginia Retirement Systems Richmond, Virginia	$36.5M	+$18.5M	4	0.55%	Increased
131	Fisher Asset Management Camas, Washington	$36.2M	-$14.8M	2	0.07%	Reduced
132	TD Asset Management Toronto, Ontario, Canada	$36.1M	+$4.09M	3	0.07%	Increased
133	Korea Investment Corp Seoul, South Korea	$36M	+$19.4M	1	0.28%	Increased
134	KBC Group Brussels, Belgium	$35.8M	-$18.1M	4	0.46%	Reduced
135	ACI AMP Capital Investors Sydney, Australia	$35.5M	-$3.93M	3	0.22%	Reduced
136	Stifel Financial St. Louis, Missouri	$35.4M	+$4.61M	2	0.19%	Increased
137	GH GAM Holding Zurich, Switzerland	$35.1M	+$624K	3	0.53%	Increased
138	Jacobs Levy Equity Management Florham Park, New Jersey	$35M	+$22.3M	3	0.6%	Increased
139	Employees Retirement System of Texas Austin, Texas	$34.4M	-$1.81M	2	0.44%	Reduced
140	AIG American International Group New York	$34.3M	+$13.1M	5	0.14%	Increased
141	Lord, Abbett & Co Jersey City, New Jersey	$34.3M	-$7.91M	3	0.09%	Reduced
142	Aviva London, United Kingdom	$33.7M	+$1.87M	2	0.23%	Increased
143	QS Investors New York	$33.6M	+$12M	2	0.38%	Increased
144	Retirement Systems of Alabama Montgomery, Alabama	$32.2M	+$6.95M	3	0.17%	Increased
145	Chevy Chase Trust Bethesda, Maryland	$32M	+$308K	2	0.19%	Increased
146	Saturna Capital Bellingham, Washington	$31.1M	$0	1	0.83%	Maintained
147	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$31.1M	-$23.7M	3	0.11%	Reduced
148	PGGM Investments Zeist, Netherlands	$30.1M	-$3.61M	1	0.14%	Reduced
149	OppenheimerFunds New York	$30M	+$16M	1	0.03%	Increased
150	ClearBridge Investments New York	$30M	+$1.85M	3	0.03%	Increased