← 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	RA Rovida Advisors Fort Lauderdale, Florida	$40.2M	+$39M	1	10.13%	New
127	GH GAM Holding Zurich, Switzerland	$40.2M	-$219K	3	0.63%	Reduced
128	Schroder Investment Management Group London, United Kingdom	$39.3M	-$201M	2	0.08%	Reduced
129	State of Michigan Retirement System Lansing, Michigan	$39.2M	-$6.63M	3	0.3%	Reduced
130	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$38.2M	+$2.24M	1	2.21%	Increased
131	Stifel Financial St. Louis, Missouri	$38M	-$4.12M	3	0.2%	Reduced
132	CC Clearline Capital New York	$37.9M	$0	1	5.88%	Maintained
133	Chevy Chase Trust Bethesda, Maryland	$37.9M	-$487K	2	0.22%	Reduced
134	DekaBank Deutsche Girozentrale Frankfurt, Germany	$37.7M	+$10.1M	3	0.43%	Increased
135	Employees Retirement System of Texas Austin, Texas	$36.5M	-$2.21M	2	0.51%	Reduced
136	Raymond James & Associates St Petersburg, Florida	$36.4M	+$6.49M	4	0.13%	Increased
137	Retirement Systems of Alabama Montgomery, Alabama	$35.8M	+$3.3M	3	0.21%	Increased
138	I.G. Investment Management Winnipeg, Manitoba, Canada	$35.7M	+$3.39M	2	0.15%	Increased
139	Jacobs Levy Equity Management Florham Park, New Jersey	$35.7M	-$423K	3	0.71%	Reduced
140	WBC Westpac Banking Corp Sydney, Australia	$35.7M	-$5.52M	2	0.39%	Reduced
141	ClearBridge Investments New York	$35.7M	+$10.4M	3	0.04%	Increased
142	AIG American International Group New York	$35.3M	+$846K	5	0.15%	Increased
143	MAM Marketfield Asset Management New York	$35.3M	-$7.41M	1	3.48%	Reduced
144	Första AP-fonden Stockholm, Sweden	$34.9M	+$44M	1	1.12%	New
145	Saturna Capital Bellingham, Washington	$34.3M	$0	1	1.06%	Maintained
146	LPL Financial San Diego, California	$33.9M	+$17M	2	0.09%	Increased
147	Pictet Asset Management (UK) London, United Kingdom	$33.9M	-$1.15M	2	0.14%	Reduced
148	BCM Barometer Capital Management Toronto, Ontario, Canada	$33M	-$110K	1	3.19%	Reduced
149	Bridgeway Capital Management Houston, Texas	$33M	-$137K	1	0.61%	Reduced
150	GAMCO Investors Greenwich, Connecticut	$32.9M	+$3.32M	2	0.22%	Increased