← 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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$70.8M +$47.8M 3 0.13% Increased
152
SEI Investments
SEI Investments
Pennsylvania
$70.6M +$5.85M 5 0.16% Increased
153
Element Capital Management
Element Capital Management
New York
$70.4M +$70M 1 11.12% New
154
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$70.1M +$9.04M 5 0.14% Increased
155
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$68.6M -$11.4M 3 0.14% Reduced
156
Point72 Asset Management
Point72 Asset Management
Connecticut
$68.5M +$28M 1 0.31% Increased
157
Primecap Management
Primecap Management
California
$67.2M -$2.95M 1 0.05% Reduced
158
Asset Management One
Asset Management One
Japan
$65.4M +$8.84M 3 0.24% Increased
159
HM Payson & Co
HM Payson & Co
Maine
$64.8M +$6.11M 4 1.58% Increased
160
Ruffer LLP
Ruffer LLP
United Kingdom
$64.3M +$63.7M 1 1.8% New
161
CI Investments Inc
CI Investments Inc
Ontario, Canada
$64.2M +$2.46M 2 0.24% Increased
162
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$63M +$1.12M 5 0.18% Increased
163
Mariner
Mariner
Kansas
$62.7M +$2.5M 2 0.39% Increased
164
Capital International Inc
Capital International Inc
California
$61.5M -$3.03M 2 0.55% Reduced
165
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$61.3M +$54M 2 0.22% Increased
166
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$61.1M +$12.6M 4 1.11% Increased
167
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$60.7M +$6.7M 8 0.33% Increased
168
Panagora Asset Management
Panagora Asset Management
Massachusetts
$58.6M +$24.8M 3 0.31% Increased
169
ACM
Argent Capital Management
Missouri
$57.6M +$57.1M 1 1.8% New
170
Jennison Associates
Jennison Associates
New York
$56.9M +$19.7M 2 0.04% Increased
171
Homestead Advisers
Homestead Advisers
Virginia
$56.1M -$792K 1 1.3% Reduced
172
Alyeska Investment Group
Alyeska Investment Group
Illinois
$55.8M +$16.7M 1 0.64% Increased
173
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$55.8M -$1.13M 5 0.24% Reduced
174
Federated Hermes
Federated Hermes
Pennsylvania
$55.2M -$8.36M 6 0.1% Reduced
175
Epoch Investment Partners
Epoch Investment Partners
New York
$55.2M -$74.1M 1 0.3% Reduced