← 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$67.4M +$12.7M 3 0.27% Increased
127
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$66.6M +$4.33M 5 0.29% Increased
128
SCM
Suvretta Capital Management
New York
$65.1M -$65.9M 1 1.76% Reduced
129
Point72 Asset Management
Point72 Asset Management
Connecticut
$65M -$54.8M 2 0.53% Reduced
130
Barclays
Barclays
United Kingdom
$64.6M -$43.7M 5 0.05% Reduced
131
Vontobel Asset Management
Vontobel Asset Management
New York
$62.3M +$65.9M 1 0.47% New
132
Eaton Vance Management
Eaton Vance Management
Massachusetts
$60.9M -$2.68M 3 0.15% Reduced
133
Natixis Advisors
Natixis Advisors
Massachusetts
$59.9M +$14.8M 3 0.49% Increased
134
TimesSquare Capital Management
TimesSquare Capital Management
New York
$58.7M +$4.43M 1 0.7% Increased
135
Primecap Management
Primecap Management
California
$57.9M +$65.9M 1 0.06% New
136
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$57.4M -$8.97M 3 0.18% Reduced
137
Jane Street
Jane Street
New York
$54.6M +$22.2M 3 0.05% Increased
138
HM Payson & Co
HM Payson & Co
Maine
$54.6M +$12.2M 3 2.15% Increased
139
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$54.4M +$1.08M 5 0.18% Increased
140
Canada Life
Canada Life
Manitoba, Canada
$54.3M -$6.73M 5 0.15% Reduced
141
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$53.4M +$17.2M 1 2.5% Increased
142
AIG
American International Group
New York
$52.4M +$29.4K 5 0.29% Increased
143
Asset Management One
Asset Management One
Japan
$52.4M +$386K 3 0.31% Increased
144
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$51.1M -$3.4M 2 0.8% Reduced
145
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$51.1M +$17.9M 4 0.36% Increased
146
Capital International Inc
Capital International Inc
California
$50.9M +$732K 1 0.86% Increased
147
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$50.4M +$540K 1 0.05% Increased
148
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$50.3M +$13M 2 1.28% Increased
149
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$50M +$29.3M 3 0.55% Increased
150
Snyder Capital Management
Snyder Capital Management
California
$48.7M -$11.4M 1 2.77% Reduced