← 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
151
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$122M +$40.1M 11 0.2% Increased
152
ACM
American Capital Management
New York
$121M -$5.03M 2 5.43% Reduced
153
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$118M +$17.9M 3 0.14% Increased
154
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$117M $0 2 2.85% Maintained
155
Creative Planning
Creative Planning
Kansas
$116M +$31.1M 10 0.07% Increased
156
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$115M +$2.67M 11 0.1% Increased
157
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$115M +$3.76M 4 0.19% Increased
158
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$114M +$4.94M 9 0.23% Increased
159
Royal London Asset Management
Royal London Asset Management
United Kingdom
$113M +$839K 4 0.21% Increased
160
Mercer Global Advisors
Mercer Global Advisors
Colorado
$112M +$5.58M 8 0.14% Increased
161
HM Payson & Co
HM Payson & Co
Maine
$110M -$1.18M 7 1.46% Reduced
162
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$110M +$3.03M 7 0.11% Increased
163
Woodline Partners
Woodline Partners
California
$108M +$28.7M 6 0.33% Increased
164
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$106M +$4.73M 7 0.23% Increased
165
Davenport & Co
Davenport & Co
Virginia
$106M -$2.48M 4 0.52% Reduced
166
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$105M -$19.5M 4 0.11% Reduced
167
TD Asset Management
TD Asset Management
Ontario, Canada
$104M -$8.94M 7 0.09% Reduced
168
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$104M +$1.89M 2 0.25% Increased
169
Baird Financial Group
Baird Financial Group
Wisconsin
$101M -$7.63M 8 0.14% Reduced
170
Empower Advisory Group
Empower Advisory Group
Colorado
$99.9M -$17.9M 2 0.24% Reduced
171
Gotham Asset Management
Gotham Asset Management
New York
$99M +$31.3M 4 0.23% Increased
172
HighTower Advisors
HighTower Advisors
Illinois
$98.8M +$7.48M 12 0.09% Increased
173
Select Equity Group
Select Equity Group
New York
$97.8M -$33M 1 0.48% Reduced
174
Commerce Bank
Commerce Bank
Missouri
$96.7M -$1.72M 3 0.42% Reduced
175
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$96.4M +$58.8M 4 0.07% Increased