← 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
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$32.8M -$32.8K 2 0.11% Reduced
152
Royce & Associates
Royce & Associates
New York
$32.8M -$685K 3 0.2% Reduced
153
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$32M $0 1 0.43% Maintained
154
Snyder Capital Management
Snyder Capital Management
California
$31.8M -$3.62M 1 2.19% Reduced
155
MCM
McKinley Capital Management
Alaska
$31.4M -$8.72M 1 1.45% Reduced
156
ACI
AMP Capital Investors
Australia
$31.4M -$4.28M 2 0.21% Reduced
157
Capital International Investors
Capital International Investors
California
$31.2M $0 1 0.05% Maintained
158
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$31M -$3.44M 3 0.14% Reduced
159
Aperio Group
Aperio Group
California
$30.8M +$362K 5 0.28% Increased
160
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$30.8M +$333K 3 0.19% Increased
161
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$29.9M -$1.07M 5 0.23% Reduced
162
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$29.5M +$7.14M 2 2.39% Increased
163
OppenheimerFunds
OppenheimerFunds
New York
$29.2M +$5.92M 3 0.04% Increased
164
Fisher Asset Management
Fisher Asset Management
Washington
$28.9M +$61.1K 2 0.06% Increased
165
TD Asset Management
TD Asset Management
Ontario, Canada
$28.4M -$2.42M 3 0.06% Reduced
166
National Pension Service
National Pension Service
South Korea
$28.2M +$1.6M 2 0.3% Increased
167
STRS Ohio
STRS Ohio
Ohio
$27.4M -$1.28M 3 0.12% Reduced
168
QS Investors
QS Investors
New York
$27.3M -$5.17M 2 0.26% Reduced
169
TPCM
Tide Point Capital Management
Connecticut
$26.4M -$1.83M 1 3.08% Reduced
170
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26.4M +$25.4M 1 0.1% Increased
171
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$26.2M -$6.86M 2 0.1% Reduced
172
Federated Hermes
Federated Hermes
Pennsylvania
$26.1M -$25.9M 3 0.08% Reduced
173
DFO
Duquesne Family Office
New York
$25.6M +$24.9M 1 2.62% New
174
SEI Investments
SEI Investments
Pennsylvania
$25.6M +$3.98M 4 0.16% Increased
175
BCIM
Black Creek Investment Management
Ontario, Canada
$25.6M +$826K 1 2.6% Increased