← 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
Vontobel Asset Management
Vontobel Asset Management
New York
$71.2M +$8.67M 1 0.48% Increased
127
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$70.6M -$1.4M 3 0.34% Reduced
128
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$70.3M +$3.65M 1 0.05% Increased
129
Truist Financial
Truist Financial
North Carolina
$69.1M -$8.36M 4 0.16% Reduced
130
Calamos Advisors
Calamos Advisors
Illinois
$68.6M -$6.42M 2 0.49% Reduced
131
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$68.4M +$4.38M 5 0.22% Increased
132
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$67.8M +$74.6M 1 0.87% Increased
133
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$67.1M -$27.4M 4 0.08% Reduced
134
Altshuler Shaham
Altshuler Shaham
Israel
$66.5M -$96.8M 1 2% Reduced
135
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$65.1M +$36.8M 2 0.77% Increased
136
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$64.7M -$4.62M 4 0.27% Reduced
137
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$64.6M +$63.8M 6 1.12% Increased
138
Russell Investments Group
Russell Investments Group
United Kingdom
$64.2M -$14.3M 5 0.14% Reduced
139
TimesSquare Capital Management
TimesSquare Capital Management
New York
$63.8M +$9.47M 1 0.61% Increased
140
SCM
Suvretta Capital Management
New York
$63.8M +$2.79M 1 1.37% Increased
141
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$63.3M -$7.14M 3 0.14% Reduced
142
Royal London Asset Management
Royal London Asset Management
United Kingdom
$63.1M +$24.9M 3 0.44% Increased
143
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$60.9M +$4.52M 3 0.15% Increased
144
Pendal Group
Pendal Group
Australia
$60.2M +$64.1M 3 0.82% Increased
145
Jane Street
Jane Street
New York
$60.1M +$7.62M 8 0.05% Increased
146
Eaton Vance Management
Eaton Vance Management
Massachusetts
$59.5M -$1.18M 3 0.12% Reduced
147
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59.2M +$50.8M 5 0.07% Increased
148
Capital International Inc
Capital International Inc
California
$59.1M +$9.69M 2 0.72% Increased
149
1832 Asset Management
1832 Asset Management
Ontario, Canada
$58.1M -$21.1M 2 0.17% Reduced
150
Marshall Wace North America
Marshall Wace North America
New York
$55.8M -$51.3M 3 0.37% Reduced