← 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
$110M +$4.11M 3 1.88% Increased
127
Victory Capital Management
Victory Capital Management
Texas
$105M +$14.9M 5 0.1% Increased
128
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$102M +$12.3M 2 0.75% Increased
129
BAMCO Inc
BAMCO Inc
New York
$102M $0 1 0.27% Maintained
130
Rockefeller Capital Management
Rockefeller Capital Management
New York
$97.8M +$33.3M 5 0.26% Increased
131
Fidelity International
Fidelity International
Bermuda
$97.3M +$18.6M 2 0.09% Increased
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$97.3M -$1.06M 6 0.24% Reduced
133
Frontier Capital Management
Frontier Capital Management
Massachusetts
$94.3M +$942K 2 0.89% Increased
134
Homestead Advisers
Homestead Advisers
Virginia
$94M -$49K 1 2.24% Reduced
135
AGF Management
AGF Management
Ontario, Canada
$93.8M -$15.2M 2 0.48% Reduced
136
Royal London Asset Management
Royal London Asset Management
United Kingdom
$93.5M +$3.61M 3 0.23% Increased
137
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$92.7M +$70.6M 3 0.62% Increased
138
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$92.6M +$11.8M 2 0.36% Increased
139
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$91.4M -$2.81M 1 1.38% Reduced
140
Korea Investment Corp
Korea Investment Corp
South Korea
$90.4M +$7.72M 4 0.21% Increased
141
Penserra Capital Management
Penserra Capital Management
California
$89.3M -$13.2M 5 1.93% Reduced
142
PC
Port Capital
Illinois
$87.8M +$293K 1 3.93% Increased
143
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$87.5M $0 1 1.69% Maintained
144
Empower Advisory Group
Empower Advisory Group
Colorado
$86.4M +$1.77M 2 0.29% Increased
145
Emerald Advisers
Emerald Advisers
Pennsylvania
$85.5M +$3.11M 4 3.31% Increased
146
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$84.9M -$535K 2 2.23% Reduced
147
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$83.8M -$1.41M 2 0.21% Reduced
148
Y.D. More Investments
Y.D. More Investments
Israel
$81.7M +$883K 2 8.56% Increased
149
Madison Asset Management
Madison Asset Management
Wisconsin
$81M +$7.56M 1 0.91% Increased
150
CCPM
Cooper Creek Partners Management
New York
$75M -$26.4M 1 2.06% Reduced