← 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	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$46.7M	+$22.7M	4	0.08%	Increased
152	OppenheimerFunds New York	$46.7M	-$6.6M	3	0.06%	Reduced
153	HCM Huber Capital Management El Segundo, California	$46.6M	-$3.35M	1	2.73%	Reduced
154	British Columbia Investment Management Victoria, British Columbia, Canada	$45.4M	-$2.9M	2	0.35%	Reduced
155	CCM Clearfield Capital Management New York	$43.5M	-$8.47M	1	11.28%	Reduced
156	LPL Financial San Diego, California	$43.2M	+$1.22M	5	0.12%	Increased
157	GGHC Gilder Gagnon Howe & Co New York	$43M	-$4.12M	1	0.53%	Reduced
158	Martingale Asset Management Boston, Massachusetts	$42.6M	-$1.89M	2	0.55%	Reduced
159	Gotham Asset Management New York	$42.2M	+$1.56M	3	0.59%	Increased
160	RP RR Partners New York	$42M	$0	1	3.25%	Maintained
161	Man Group London, United Kingdom	$41.9M	+$39.8M	3	0.19%	New
162	Arizona State Retirement System Phoenix, Arizona	$40.9M	+$171K	4	0.41%	Increased
163	Pictet Asset Management (UK) London, United Kingdom	$40.8M	-$7.66M	2	0.1%	Reduced
164	Burney Company Reston, Virginia	$40.8M	-$9.01M	2	2.53%	Reduced
165	HM Payson & Co Portland, Maine	$40.8M	-$388K	2	1.68%	Reduced
166	AIG American International Group New York	$40M	-$622K	5	0.14%	Reduced
167	Two Sigma Investments New York	$39.7M	+$32.7M	1	0.13%	Increased
168	Eaton Vance Management Boston, Massachusetts	$39.5M	-$515K	3	0.1%	Reduced
169	Comerica Bank Dallas, Texas	$38.2M	-$3.48M	5	0.27%	Reduced
170	Susquehanna International Group Bala Cynwyd, Pennsylvania	$37.2M	+$7.46M	6	0.01%	Increased
171	D.E. Shaw & Co New York	$37M	-$22M	4	0.05%	Reduced
172	VOYA Investment Management Atlanta, Georgia	$36.7M	-$1.81M	6	0.08%	Reduced
173	DCM Daruma Capital Management New York	$36.6M	+$39.6M	1	2.28%	New
174	Natixis Advisors Boston, Massachusetts	$36M	+$2.79M	3	0.36%	Increased
175	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$35.9M	-$3.03M	4	0.25%	Reduced