← 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
Chevy Chase Trust
Chevy Chase Trust
Maryland
$24.7M -$196K 2 0.18% Reduced
152
SCM
Symons Capital Management
Pennsylvania
$24.4M -$43.8K 2 5.64% Reduced
153
KCM
Kames Capital Management
United Kingdom
$24.3M -$842K 1 0.81% Reduced
154
CAM
ClariVest Asset Management
California
$24.1M +$368K 3 1.01% Increased
155
Ninety One (UK)
Ninety One (UK)
United Kingdom
$24M +$2.2M 1 0.17% Increased
156
GH
GAM Holding
Switzerland
$23.8M +$5.32M 2 0.41% Increased
157
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$23.7M -$2.37M 2 0.19% Reduced
158
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$23.6M -$1.09M 5 0.17% Reduced
159
Asset Management One
Asset Management One
Japan
$23.2M -$1.73M 2 0.36% Reduced
160
Korea Investment Corp
Korea Investment Corp
South Korea
$22.8M -$1.98M 2 0.22% Reduced
161
MFP
Michael F. Price
$22.7M $0 1 2.93% Maintained
162
PineBridge Investments
PineBridge Investments
New York
$22.5M +$1.03M 4 0.67% Increased
163
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$22.2M +$1.18M 5 0.19% Increased
164
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22M +$1.01M 4 0.14% Increased
165
Glenmede Trust
Glenmede Trust
Pennsylvania
$21.9M +$78.3K 4 0.22% Increased
166
OCG
Opus Capital Group
Ohio
$21.7M -$3.11M 1 1.2% Reduced
167
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$21.1M +$615K 2 0.19% Increased
168
Hancock Whitney
Hancock Whitney
Mississippi
$21.1M -$1.15M 2 0.87% Reduced
169
HSA
Hussman Strategic Advisors
Maryland
$20.9M +$8M 1 1.49% Increased
170
KP
Kiltearn Partners
United Kingdom
$20.9M +$19.5M 1 3.49% New
171
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.9M -$2.5M 5 0.02% Reduced
172
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$20.5M +$1.26M 1 1.19% Increased
173
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$20.4M +$84.7K 2 0.17% Increased
174
BIM
BRC Investment Management
Colorado
$20.4M -$3.98M 2 3.32% Reduced
175
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$20.2M +$21K 2 0.12% Increased