← 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
Nordea Investment Management
Nordea Investment Management
Sweden
$34.4M -$11.9M 1 0.09% Reduced
152
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$34.4M +$7.27M 2 0.13% Increased
153
Panagora Asset Management
Panagora Asset Management
Massachusetts
$34.3M -$4M 4 0.14% Reduced
154
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$33.8M -$7.08M 2 0.46% Reduced
155
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$33.4M +$4.23M 2 0.11% Increased
156
ACM
American Capital Management
New York
$32.8M +$2.96M 1 2.32% Increased
157
Burney Company
Burney Company
Virginia
$32.8M +$73.7K 2 2.16% Increased
158
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$32.8M -$14.3M 3 0.15% Reduced
159
GGHC
Gilder Gagnon Howe & Co
New York
$31.5M +$31.3M 1 0.53% New
160
Scout Investments
Scout Investments
Missouri
$31.2M -$3.04M 2 0.85% Reduced
161
WBC
Westpac Banking Corp
Australia
$30.6M +$8.2M 3 0.25% Increased
162
Hancock Whitney
Hancock Whitney
Mississippi
$30.4M -$7.08M 2 1.27% Reduced
163
PointState Capital
PointState Capital
New York
$29.8M +$5.44M 1 0.31% Increased
164
HM Payson & Co
HM Payson & Co
Maine
$29.7M -$323K 2 1.35% Reduced
165
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$29.7M -$365K 4 0.23% Reduced
166
AIG
American International Group
New York
$29.6M -$2.16M 5 0.11% Reduced
167
Victory Capital Management
Victory Capital Management
Texas
$29M -$2.63M 4 0.07% Reduced
168
Comerica Bank
Comerica Bank
Texas
$29M -$107K 5 0.22% Reduced
169
Seizert Capital Partners
Seizert Capital Partners
Michigan
$28.3M -$292K 1 1% Reduced
170
1832 Asset Management
1832 Asset Management
Ontario, Canada
$28.2M +$1.63M 1 0.1% Increased
171
KBC Group
KBC Group
Belgium
$28M -$3.52M 4 0.25% Reduced
172
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$28M -$155K 3 0.33% Reduced
173
TimesSquare Capital Management
TimesSquare Capital Management
New York
$27.4M +$27.2M 1 0.18% New
174
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$27.3M +$7.31M 2 0.17% Increased
175
JIR
James Investment Research
Ohio
$27M -$36.3M 1 0.76% Reduced