← 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
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$66.8M -$3.81M 11 0.01% Reduced
152
TD Asset Management
TD Asset Management
Ontario, Canada
$66.1M -$5.02M 5 0.06% Reduced
153
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$64.4M -$516K 6 0.26% Reduced
154
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$63.8M -$7.85M 1 0.37% Reduced
155
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$63.6M -$19.3M 3 0.1% Reduced
156
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$63.6M -$396K 1 0.22% Reduced
157
Primecap Management
Primecap Management
California
$62.4M -$10.5M 1 0.05% Reduced
158
1SP
140 Summer Partners
New York
$61.4M +$55.8M 1 4.85% New
159
Personal Capital Advisors
Personal Capital Advisors
California
$61.2M +$1.32M 2 0.29% Increased
160
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$61.2M -$62K 3 0.26% Reduced
161
AQR Capital Management
AQR Capital Management
Connecticut
$60.8M -$4.48K 4 0.12% Reduced
162
Voloridge Investment Management
Voloridge Investment Management
Florida
$58.2M -$58.7M 4 0.33% Reduced
163
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$57.8M +$16.3M 7 0.41% Increased
164
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$57.6M -$67M 4 0.08% Reduced
165
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$57.6M +$471K 3 0.32% Increased
166
Natixis
Natixis
France
$57.2M -$10.9M 4 0.2% Reduced
167
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$54.8M -$23.6M 7 0.07% Reduced
168
IP
Interval Partners
New York
$54.6M +$911K 2 2.66% Increased
169
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$54.3M -$115K 9 0.12% Reduced
170
KP
Kiltearn Partners
United Kingdom
$53.5M -$6.81M 1 2.3% Reduced
171
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$53M +$6.13M 2 0.69% Increased
172
Cambiar Investors
Cambiar Investors
Colorado
$51.5M -$7.83M 2 1.94% Reduced
173
US Bancorp
US Bancorp
Minnesota
$51M +$599K 7 0.09% Increased
174
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$50.7M -$18.3M 1 0.69% Reduced
175
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$50.2M +$287K 5 0.26% Increased