← 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
Fidelity International
Fidelity International
Bermuda
$82.5M -$23.4M 1 0.1% Reduced
127
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$79.8M +$429K 3 0.04% Increased
128
PC
Port Capital
Illinois
$79.3M +$5.51M 1 5.4% Increased
129
Holocene Advisors
Holocene Advisors
New York
$76.3M +$74.5M 1 0.48% Increased
130
Natixis Advisors
Natixis Advisors
Massachusetts
$76.1M -$6.06M 5 0.44% Reduced
131
Russell Investments Group
Russell Investments Group
United Kingdom
$75.7M -$2M 4 0.15% Reduced
132
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$74.3M +$11.8M 1 0.2% Increased
133
Chevy Chase Trust
Chevy Chase Trust
Maryland
$74.2M -$3.01M 3 0.26% Reduced
134
Panagora Asset Management
Panagora Asset Management
Massachusetts
$73.6M +$28M 3 0.44% Increased
135
Aperio Group
Aperio Group
California
$72.4M -$5.79M 6 0.21% Reduced
136
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$72.3M +$13.3M 3 0.13% Increased
137
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$71.1M -$3.26M 3 0.28% Reduced
138
Snyder Capital Management
Snyder Capital Management
California
$70.6M +$5.29M 1 2.31% Increased
139
TimesSquare Capital Management
TimesSquare Capital Management
New York
$70M -$3.44M 1 0.57% Reduced
140
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$68.5M +$6.56M 3 0.1% Increased
141
Royal London Asset Management
Royal London Asset Management
United Kingdom
$66.5M +$1.24M 3 0.35% Increased
142
FI
Focused Investors
California
$66M -$948K 1 2.39% Reduced
143
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$65.7M +$1.26M 2 0.69% Increased
144
Capital International Inc
Capital International Inc
California
$65.6M +$143K 2 0.61% Increased
145
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$63.7M +$32.6M 2 0.82% Increased
146
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$63.6M -$9.61K 6 0.01% Reduced
147
Eaton Vance Management
Eaton Vance Management
Massachusetts
$63.3M +$488K 3 0.1% Increased
148
Westwood Holdings Group
Westwood Holdings Group
Texas
$62.3M -$1.91M 2 0.72% Reduced
149
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$62.1M +$1.18M 2 0.35% Increased
150
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$62.1M +$46.1M 3 0.13% Increased