← 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
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$92M +$27.2K 2 0.04% Increased
127
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$90.4M +$14.7M 7 0.12% Increased
128
GQG Partners
GQG Partners
Florida
$89.8M -$342M 1 0.26% Reduced
129
HSBC Holdings
HSBC Holdings
United Kingdom
$88.1M -$51M 5 0.09% Reduced
130
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$87.4M +$4.07M 3 1.93% Increased
131
Stifel Financial
Stifel Financial
Missouri
$86.6M +$10.2M 8 0.13% Increased
132
Vontobel Asset Management
Vontobel Asset Management
New York
$86.4M -$6.11M 1 0.44% Reduced
133
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$86.1M +$22.2M 3 0.13% Increased
134
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$85.1M +$2.62M 2 1.01% Increased
135
Voloridge Investment Management
Voloridge Investment Management
Florida
$83.9M -$102M 5 0.58% Reduced
136
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$81.9M -$4.96M 4 0.1% Reduced
137
Fred Alger Management
Fred Alger Management
New York
$81.9M -$29.5M 2 0.19% Reduced
138
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$81.1M -$4.67M 2 2.47% Reduced
139
Davenport & Co
Davenport & Co
Virginia
$80.7M +$8.51M 2 0.62% Increased
140
Calamos Advisors
Calamos Advisors
Illinois
$79.2M +$5.78M 3 0.36% Increased
141
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78.1M -$1.23M 3 0.27% Reduced
142
STRS Ohio
STRS Ohio
Ohio
$77.1M -$22.9M 6 0.28% Reduced
143
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$76.1M +$1.03M 5 0.25% Increased
144
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$75.5M -$6.1M 9 0.01% Reduced
145
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.3M +$688K 4 0.27% Increased
146
Westwood Holdings Group
Westwood Holdings Group
Texas
$75.2M -$422K 2 0.76% Reduced
147
NIG
NFJ Investment Group
Texas
$73.4M -$16.1M 3 1.39% Reduced
148
LPL Financial
LPL Financial
California
$73.3M +$7.21M 8 0.07% Increased
149
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$71.9M +$45.8M 3 1.43% Increased
150
Eaton Vance Management
Eaton Vance Management
Massachusetts
$71.7M -$7.02M 5 0.1% Reduced