← 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
National Bank of Canada
National Bank of Canada
Quebec, Canada
$90.3M +$39.6M 7 0.12% Increased
127
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$89.9M -$5.24M 1 1.38% Reduced
128
CCPM
Cooper Creek Partners Management
New York
$88.9M -$4.66M 1 2.97% Reduced
129
Woodline Partners
Woodline Partners
California
$88.5M -$52.1M 2 0.85% Reduced
130
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$88.5M +$45.8M 2 0.3% Increased
131
Jane Street
Jane Street
New York
$88.2M +$47.9M 11 0.02% Increased
132
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$88M +$9.21M 5 0.21% Increased
133
BAMCO Inc
BAMCO Inc
New York
$87.5M $0 1 0.25% Maintained
134
Frontier Capital Management
Frontier Capital Management
Massachusetts
$86.3M +$6.19M 2 0.85% Increased
135
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$86.1M +$2.4M 5 0.23% Increased
136
Findlay Park Partners
Findlay Park Partners
United Kingdom
$85.9M -$673K 1 0.81% Reduced
137
Penserra Capital Management
Penserra Capital Management
California
$85.7M -$15M 5 1.09% Reduced
138
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$84.5M -$77.6M 5 0.13% Reduced
139
Marshall Wace
Marshall Wace
United Kingdom
$82M +$80.5M 3 0.11% Increased
140
Empower Advisory Group
Empower Advisory Group
Colorado
$79.8M +$846K 2 0.3% Increased
141
Victory Capital Management
Victory Capital Management
Texas
$79M -$18.5M 5 0.08% Reduced
142
Homestead Advisers
Homestead Advisers
Virginia
$77.6M -$1.42M 1 1.91% Reduced
143
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$77.6M +$10.1M 1 1.59% Increased
144
PC
Port Capital
Illinois
$77.5M -$9.19M 1 3.88% Reduced
145
Royal London Asset Management
Royal London Asset Management
United Kingdom
$76.9M -$13.8M 3 0.2% Reduced
146
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$75.9M +$103K 2 2.1% Increased
147
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$75.6M +$10.2M 2 0.2% Increased
148
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$73.7M +$65.3M 2 0.67% Increased
149
Emerald Advisers
Emerald Advisers
Pennsylvania
$72.5M -$973K 4 3.04% Reduced
150
Korea Investment Corp
Korea Investment Corp
South Korea
$71.6M -$6.3M 4 0.18% Reduced