← 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
US Bancorp
US Bancorp
Minnesota
$192M +$1.23M 11 0.23% Increased
127
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$190M +$4.04M 4 0.59% Increased
128
Aviva
Aviva
United Kingdom
$188M +$29.5M 4 0.32% Increased
129
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$187M +$254M 1 2.76% New
130
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$186M -$7.34M 5 2.63% Reduced
131
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$176M -$7.69M 3 2.41% Reduced
132
Fisher Asset Management
Fisher Asset Management
Washington
$174M +$2.44M 4 0.06% Increased
133
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$173M -$1.3M 3 0.12% Reduced
134
Adage Capital Partners
Adage Capital Partners
Massachusetts
$172M -$12M 3 0.26% Reduced
135
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$169M +$8.38M 6 0.32% Increased
136
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$168M -$1.12M 6 0.32% Reduced
137
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$168M +$40.5M 5 0.56% Increased
138
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$162M +$673K 5 0.33% Increased
139
Life Cycle Investment Partners
Life Cycle Investment Partners
$157M +$102M 1 1% Increased
140
National Bank of Canada
National Bank of Canada
Quebec, Canada
$157M -$5.27M 11 0.14% Reduced
141
ACM
American Capital Management
New York
$155M -$110M 2 8.35% Reduced
142
Tidal Investments
Tidal Investments
Wisconsin
$152M +$122M 8 0.32% Increased
143
PC
Port Capital
Illinois
$152M +$8.96M 1 6.75% Increased
144
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$152M -$6.57M 5 0.18% Reduced
145
Prudential Financial
Prudential Financial
New Jersey
$149M -$37.7M 7 0.18% Reduced
146
Bahl & Gaynor
Bahl & Gaynor
Ohio
$146M +$9.25M 2 0.73% Increased
147
Royal London Asset Management
Royal London Asset Management
United Kingdom
$139M +$1.19M 4 0.29% Increased
148
Empower Advisory Group
Empower Advisory Group
Colorado
$138M -$800K 3 0.36% Reduced
149
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$137M +$12.3M 11 0.15% Increased
150
TD Asset Management
TD Asset Management
Ontario, Canada
$137M +$2.49M 5 0.11% Increased