← 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	Baillie Gifford & Co Edinburgh, United Kingdom	$54.8M	+$2.22M	1	0.04%	Increased
152	CI Investments Inc Toronto, Ontario, Canada	$54.1M	+$3.67M	3	0.27%	Increased
153	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$53M	-$1.11M	3	0.29%	Reduced
154	PVH Psagot Value Holdings Tel Aviv, Israel	$52.8M	+$30.1M	3	1.33%	Increased
155	Snyder Capital Management San Francisco, California	$51.3M	-$70.4K	1	2.2%	Reduced
156	Asset Management One Tokyo, Japan	$49.2M	-$1.59M	3	0.23%	Reduced
157	Canada Life Winnipeg, Manitoba, Canada	$49M	-$231K	5	0.11%	Reduced
158	Truist Financial Charlotte, North Carolina	$48.8M	-$21.3M	5	0.11%	Reduced
159	Nomura Holdings Tokyo, Japan	$48.1M	+$17.9M	3	0.11%	Increased
160	Voloridge Investment Management Jupiter, Florida	$47.4M	-$4.17M	3	0.39%	Reduced
161	Point72 Asset Management Stamford, Connecticut	$47.1M	+$47.7M	2	0.24%	Increased
162	RP RR Partners New York	$47.1M	$0	1	8.14%	Maintained
163	Fifth Third Bancorp Cincinnati, Ohio	$47M	+$868K	4	0.26%	Increased
164	LPL Financial San Diego, California	$46.3M	+$300K	7	0.07%	Increased
165	Homestead Advisers Arlington, Virginia	$46M	-$1.73M	1	1.26%	Reduced
166	Factory Mutual Insurance Waltham, Massachusetts	$45.9M	$0	1	0.74%	Maintained
167	PCM Palestra Capital Management New York	$45.2M	-$142M	1	1.05%	Reduced
168	Brandywine Global Investment Management Philadelphia, Pennsylvania	$44.7M	-$1.64M	1	0.44%	Reduced
169	Panagora Asset Management Boston, Massachusetts	$44.4M	+$16.3M	4	0.28%	Increased
170	AIM Allen Investment Management New York	$44.1M	+$21.3M	1	0.82%	Increased
171	Emerald Advisers Leola, Pennsylvania	$43M	-$1.7M	2	1.77%	Reduced
172	ARK Investment Management St. Petersburg, Florida	$42.7M	+$18.5M	4	0.25%	Increased
173	Davenport & Co Richmond, Virginia	$42M	+$38.6M	2	0.47%	Increased
174	Lazard Asset Management New York	$41.9M	+$9.17M	3	0.06%	Increased
175	Teacher Retirement System of Texas Austin, Texas	$41.9M	-$3.39M	4	0.27%	Reduced