← 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
$128M -$29.1M 11 0.12% Reduced
127
Point72 Asset Management
Point72 Asset Management
Connecticut
$127M -$143M 3 0.25% Reduced
128
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$126M +$1.83M 9 0.22% Increased
129
PCM
Portolan Capital Management
Massachusetts
$125M +$36.9M 3 7.84% Increased
130
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$122M +$26.1M 5 0.16% Increased
131
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$119M +$1.9M 5 0.26% Increased
132
Capital Group Private Client Services
Capital Group Private Client Services
California
$116M +$16.2M 1 1% Increased
133
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$116M +$840K 5 0.24% Increased
134
Madison Asset Management
Madison Asset Management
Wisconsin
$115M +$1.25M 1 1.25% Increased
135
Adage Capital Partners
Adage Capital Partners
Massachusetts
$114M +$32M 3 0.19% Increased
136
Korea Investment Corp
Korea Investment Corp
South Korea
$111M +$2.48M 5 0.25% Increased
137
Findlay Park Partners
Findlay Park Partners
United Kingdom
$108M -$3.62M 1 1.11% Reduced
138
Marshall Wace
Marshall Wace
United Kingdom
$107M -$48.3M 6 0.12% Reduced
139
Capital International Inc
Capital International Inc
California
$102M +$35.8M 2 0.99% Increased
140
Empower Advisory Group
Empower Advisory Group
Colorado
$101M +$2.96M 2 0.3% Increased
141
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$100M +$1.31M 5 0.25% Increased
142
Congress Asset Management
Congress Asset Management
Massachusetts
$99.3M -$104M 3 0.68% Reduced
143
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$98.5M +$275K 2 2.49% Increased
144
PC
Port Capital
Illinois
$98.4M -$1.82M 1 4.18% Reduced
145
TD Asset Management
TD Asset Management
Ontario, Canada
$97.8M +$13.7M 6 0.08% Increased
146
Woodline Partners
Woodline Partners
California
$94.9M +$38.7M 4 0.5% Increased
147
Homestead Advisers
Homestead Advisers
Virginia
$92.5M +$197K 1 2.19% Increased
148
STRS Ohio
STRS Ohio
Ohio
$92.5M +$9.43M 6 0.35% Increased
149
Royal London Asset Management
Royal London Asset Management
United Kingdom
$92.4M -$1.12M 4 0.21% Reduced
150
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$90.9M +$2.65M 7 0.24% Increased