← 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
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$39.5M -$13.1M 2 0.33% Reduced
152
OppenheimerFunds
OppenheimerFunds
New York
$39.4M -$2.04M 4 0.05% Reduced
153
AIG
American International Group
New York
$38.7M +$310K 5 0.13% Increased
154
Arizona State Retirement System
Arizona State Retirement System
Arizona
$38.5M +$424K 4 0.39% Increased
155
Gabelli Funds
Gabelli Funds
New York
$38.5M -$5.62M 2 0.23% Reduced
156
Capital Guardian Trust
Capital Guardian Trust
California
$38.5M +$26.2M 1 0.55% Increased
157
LHC
Lodge Hill Capital
New York
$38.5M +$41.3M 1 2.96% New
158
Meitav Investment House
Meitav Investment House
Israel
$38.4M +$416K 6 1.72% Increased
159
Man Group
Man Group
United Kingdom
$38.4M +$399K 3 0.16% Increased
160
VOYA Investment Management
VOYA Investment Management
Georgia
$38M +$5.17M 6 0.08% Increased
161
Burney Company
Burney Company
Virginia
$37.9M +$1.47M 2 2.22% Increased
162
Lazard Asset Management
Lazard Asset Management
New York
$36.5M -$19.3M 1 0.06% Reduced
163
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$36.2M +$1.97M 5 0.23% Increased
164
Global X Management Company
Global X Management Company
New York
$36.1M +$4.46M 3 0.64% Increased
165
Eaton Vance Management
Eaton Vance Management
Massachusetts
$36M +$495K 3 0.09% Increased
166
Royce & Associates
Royce & Associates
New York
$35.9M -$1.7M 3 0.25% Reduced
167
Martingale Asset Management
Martingale Asset Management
Massachusetts
$35.9M -$2.15M 2 0.44% Reduced
168
HM Payson & Co
HM Payson & Co
Maine
$35.8M -$746K 2 1.53% Reduced
169
BCPEM
Bain Capital Public Equity Management
Massachusetts
$35.4M -$20.1M 1 2.39% Reduced
170
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$35.4M -$840K 2 0.08% Reduced
171
HCM
Huber Capital Management
California
$35.1M -$6.45M 1 2.28% Reduced
172
Natixis Advisors
Natixis Advisors
Massachusetts
$33.5M +$911K 3 0.32% Increased
173
Baird Financial Group
Baird Financial Group
Wisconsin
$33.2M +$23.9M 3 0.23% Increased
174
Comerica Bank
Comerica Bank
Texas
$33.2M -$2.65M 5 0.23% Reduced
175
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$32.8M +$8.27M 2 0.12% Increased