← 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
BCPEM
Bain Capital Public Equity Management
Massachusetts
$61.4M +$35.2M 1 4.47% Increased
127
Vident Investment Advisory
Vident Investment Advisory
Georgia
$60.7M +$5.29M 4 2.47% Increased
128
USAA
United Services Automobile Association
Texas
$60.5M +$5.32M 4 0.16% Increased
129
EULAV Asset Management
EULAV Asset Management
Florida
$60.4M $0 2 2.89% Maintained
130
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$60.3M +$13.8M 3 0.15% Increased
131
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$60.2M +$124K 3 0.48% Increased
132
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$59.8M $0 1 0.66% Maintained
133
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$58.6M -$7.68M 2 0.49% Reduced
134
Aviva
Aviva
United Kingdom
$58.2M -$5.08M 2 0.36% Reduced
135
Eagle Asset Management
Eagle Asset Management
Florida
$57.5M +$8.62M 2 0.31% Increased
136
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$57.1M +$14M 3 1.24% Increased
137
CBT
Capital Bank & Trust
California
$56.2M -$99.8K 3 0.76% Reduced
138
DAC
Dividend Assets Capital
South Carolina
$54.1M -$9.18M 1 2.68% Reduced
139
Scout Investments
Scout Investments
Missouri
$53.4M +$5.58M 2 1.28% Increased
140
Calamos Advisors
Calamos Advisors
Illinois
$52.3M -$3.92M 2 0.34% Reduced
141
Snyder Capital Management
Snyder Capital Management
California
$52.3M -$3.63M 1 2.58% Reduced
142
Axa
Axa
France
$51.1M -$12.1M 3 0.2% Reduced
143
CRM
Cramer Rosenthal McGlynn
Connecticut
$49.6M -$293K 1 0.81% Reduced
144
Wedge Capital Management
Wedge Capital Management
North Carolina
$49.2M -$20.8M 1 0.47% Reduced
145
Gabelli Funds
Gabelli Funds
New York
$49M -$2.87M 2 0.29% Reduced
146
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$48.9M -$1.72M 3 0.26% Reduced
147
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$48.3M +$13.2M 2 0.11% Increased
148
Adage Capital Partners
Adage Capital Partners
Massachusetts
$47.5M -$46.6M 1 0.11% Reduced
149
Aberdeen Group
Aberdeen Group
United Kingdom
$47.1M -$6.4M 2 0.09% Reduced
150
Moore Capital Management
Moore Capital Management
New York
$46.9M +$45M 1 0.94% New