← 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
HM Payson & Co
HM Payson & Co
Maine
$88.2M +$5.78M 3 2.42% Increased
127
Alyeska Investment Group
Alyeska Investment Group
Illinois
$87.1M +$19.1M 1 1.02% Increased
128
Pendal Group
Pendal Group
Australia
$85.7M +$7.03M 2 0.83% Increased
129
Eaton Vance Management
Eaton Vance Management
Massachusetts
$85.7M -$647K 3 0.13% Reduced
130
Homestead Advisers
Homestead Advisers
Virginia
$85.5M -$191K 1 2.59% Reduced
131
Silvercrest Asset Management
Silvercrest Asset Management
New York
$84.7M -$2.61M 5 0.7% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$83.1M -$19M 6 0.26% Reduced
133
ACM
Argent Capital Management
Missouri
$82.4M -$339K 1 3.23% Reduced
134
Calamos Advisors
Calamos Advisors
Illinois
$81.8M -$5.92M 3 0.37% Reduced
135
Chevy Chase Trust
Chevy Chase Trust
Maryland
$78.1M +$845K 3 0.33% Increased
136
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$77.7M +$114K 4 0.35% Increased
137
STRS Ohio
STRS Ohio
Ohio
$77.1M +$1.3M 5 0.37% Increased
138
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$76.7M -$108K 5 0.31% Reduced
139
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$75.2M -$1.03M 4 0.21% Reduced
140
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$73.8M +$3.59M 3 0.32% Increased
141
Panagora Asset Management
Panagora Asset Management
Massachusetts
$73.6M -$674K 4 0.51% Reduced
142
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$73.1M -$22M 2 0.28% Reduced
143
Findlay Park Partners
Findlay Park Partners
United Kingdom
$67.8M +$76.7M 1 0.67% New
144
Davenport & Co
Davenport & Co
Virginia
$66M +$427K 3 0.57% Increased
145
PC
Port Capital
Illinois
$65.8M +$1.79M 1 5.34% Increased
146
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$65.4M +$24.8K 2 2.53% Increased
147
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$64.3M +$2.61M 3 0.11% Increased
148
Westwood Holdings Group
Westwood Holdings Group
Texas
$64.3M -$5.94M 2 0.76% Reduced
149
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$61.9M -$26.8M 5 0.3% Reduced
150
Royal London Asset Management
Royal London Asset Management
United Kingdom
$61.5M -$26.6M 3 0.31% Reduced