← 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
National Pension Service
National Pension Service
South Korea
$41.5M +$1.97M 2 0.28% Increased
127
Wedge Capital Management
Wedge Capital Management
North Carolina
$40.6M -$8.24M 1 0.39% Reduced
128
Saturna Capital
Saturna Capital
Washington
$40.4M $0 1 1.42% Maintained
129
Fisher Asset Management
Fisher Asset Management
Washington
$40M -$627K 2 0.07% Reduced
130
Snyder Capital Management
Snyder Capital Management
California
$39.8M -$1.26M 1 2.42% Reduced
131
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$39.8M $0 1 0.47% Maintained
132
EULAV Asset Management
EULAV Asset Management
Florida
$39.6M +$290K 2 2.13% Increased
133
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$39.6M -$3.05M 3 0.23% Reduced
134
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$39.5M -$5.5M 2 0.54% Reduced
135
Credit Agricole
Credit Agricole
France
$39.4M -$10.3M 4 0.13% Reduced
136
Marshall Wace
Marshall Wace
United Kingdom
$38.6M +$34.9M 2 0.25% Increased
137
OppenheimerFunds
OppenheimerFunds
New York
$38.4M +$6.87M 3 0.05% Increased
138
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$38.2M -$11.9M 4 0.74% Reduced
139
Numeric Investors
Numeric Investors
Massachusetts
$37.9M +$27.4M 3 0.35% Increased
140
ACI
AMP Capital Investors
Australia
$37.7M +$2.82M 3 0.23% Increased
141
Martingale Asset Management
Martingale Asset Management
Massachusetts
$37.3M +$11M 3 0.53% Increased
142
Panagora Asset Management
Panagora Asset Management
Massachusetts
$37.3M +$36.8K 4 0.17% Increased
143
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$37.2M -$1.6M 2 0.14% Reduced
144
Gabelli Funds
Gabelli Funds
New York
$37M +$2.8M 2 0.22% Increased
145
Royce & Associates
Royce & Associates
New York
$36.1M -$7.92M 2 0.23% Reduced
146
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$35.7M -$1.17M 5 0.26% Reduced
147
Hancock Whitney
Hancock Whitney
Mississippi
$35.7M -$2.02M 2 1.33% Reduced
148
BA
Boston Advisors
Massachusetts
$35.5M -$4.72M 2 0.85% Reduced
149
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.8M +$1.19M 3 0.2% Increased
150
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$34.6M -$11.5M 2 0.07% Reduced