← 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
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$69.7M -$1.69M 3 0.32% Reduced
127
FI
Focused Investors
California
$69.3M +$71.7M 1 2.84% New
128
Calamos Advisors
Calamos Advisors
Illinois
$67.3M -$2.29M 2 0.43% Reduced
129
TimesSquare Capital Management
TimesSquare Capital Management
New York
$66.1M +$2.3M 1 0.62% Increased
130
Royal London Asset Management
Royal London Asset Management
United Kingdom
$66M +$499K 3 0.4% Increased
131
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$64.7M -$67.6M 1 0.21% Reduced
132
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$62.1M -$3.86M 3 0.71% Reduced
133
Marshall Wace North America
Marshall Wace North America
New York
$61.2M +$5.82M 5 0.39% Increased
134
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$61M -$4.58M 4 0.24% Reduced
135
Capital International Inc
Capital International Inc
California
$60.6M +$1.03M 2 0.67% Increased
136
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$60.2M -$7.9M 1 0.8% Reduced
137
Eaton Vance Management
Eaton Vance Management
Massachusetts
$60.1M -$312K 3 0.11% Reduced
138
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$59.9M -$4.45M 3 0.11% Reduced
139
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$59.4M -$61M 6 0.08% Reduced
140
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$58.1M -$27.3M 6 0.01% Reduced
141
PC
Port Capital
Illinois
$58M +$13.1M 1 5% Increased
142
Westwood Holdings Group
Westwood Holdings Group
Texas
$57.8M +$5.64M 2 0.73% Increased
143
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$57.7M -$12.2M 5 0.16% Reduced
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$57.6M -$24.5M 4 0.27% Reduced
145
NCA
Newbrook Capital Advisors
New York
$57.2M -$14.6M 1 3.98% Reduced
146
HM Payson & Co
HM Payson & Co
Maine
$57M +$2.71M 3 1.76% Increased
147
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$55.8M -$6.21M 3 0.14% Reduced
148
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$55.7M +$158K 2 1.9% Increased
149
Primecap Management
Primecap Management
California
$55.2M +$596K 1 0.05% Increased
150
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$54.8M +$5.71M 2 0.35% Increased