← 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
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$144M -$1.55M 5 0.26% Reduced
127
Quantinno Capital Management
Quantinno Capital Management
New York
$144M +$34.1M 7 0.29% Increased
128
Capital International Inc
Capital International Inc
California
$143M +$613K 2 1.12% Increased
129
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$140M +$6.86M 5 0.27% Increased
130
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$139M +$44.5M 17 0.02% Increased
131
National Bank of Canada
National Bank of Canada
Quebec, Canada
$139M +$73.7M 11 0.13% Increased
132
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$138M +$738K 6 0.24% Increased
133
RIM
Rovida Investment Management
Cayman Islands
$135M $0 1 18.32% Maintained
134
Woodline Partners
Woodline Partners
California
$134M +$21.2M 4 0.52% Increased
135
Aviva
Aviva
United Kingdom
$134M +$8.98M 4 0.23% Increased
136
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$134M -$7.19M 6 0.16% Reduced
137
Manning & Napier Advisors
Manning & Napier Advisors
New York
$131M -$89.7M 2 1.71% Reduced
138
Findlay Park Partners
Findlay Park Partners
United Kingdom
$129M +$24.3M 1 1.65% Increased
139
HM Payson & Co
HM Payson & Co
Maine
$124M -$6.78M 4 1.75% Reduced
140
PC
Port Capital
Illinois
$121M +$22.2M 1 5.21% Increased
141
Two Sigma Advisers
Two Sigma Advisers
New York
$119M -$104M 4 0.23% Reduced
142
Driehaus Capital Management
Driehaus Capital Management
Illinois
$119M -$75.9M 3 0.81% Reduced
143
Emerald Advisers
Emerald Advisers
Pennsylvania
$119M -$19M 4 3.66% Reduced
144
Empower Advisory Group
Empower Advisory Group
Colorado
$118M -$1.76M 2 0.32% Reduced
145
Korea Investment Corp
Korea Investment Corp
South Korea
$116M +$11.9M 4 0.23% Increased
146
Royal London Asset Management
Royal London Asset Management
United Kingdom
$116M +$17.3M 4 0.24% Increased
147
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$115M +$7.15M 7 0.26% Increased
148
Bahl & Gaynor
Bahl & Gaynor
Ohio
$115M +$860K 2 0.58% Increased
149
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$115M -$348K 5 0.37% Reduced
150
FFM
FengHe Fund Management
Singapore
$115M +$116M 2 6.46% New