← 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	Jennison Associates New York	$69M	+$10.9M	2	0.07%	Increased
152	Marshall Wace London, United Kingdom	$68.3M	-$86.4M	5	0.14%	Reduced
153	Asset Management One Tokyo, Japan	$67.6M	-$1.08M	3	0.32%	Reduced
154	Mackenzie Financial Toronto Ontario, Ontario, Canada	$67.4M	+$17.3M	4	0.11%	Increased
155	Renaissance Technologies New York	$67M	-$10.3M	5	0.08%	Reduced
156	Fifth Third Bancorp Cincinnati, Ohio	$66.5M	+$2.33M	6	0.32%	Increased
157	Meitav Investment House Bene-Beraq, Israel	$66.5M	+$3.46M	3	1.14%	Increased
158	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$66.3M	+$3.66M	3	0.12%	Increased
159	Baillie Gifford & Co Edinburgh, United Kingdom	$63.1M	-$5.19M	2	0.06%	Reduced
160	EULAV Asset Management Sarasota, Florida	$62.3M	-$9.23M	1	2.57%	Reduced
161	IP Interval Partners New York	$60.8M	+$19.1M	1	3.14%	Increased
162	Primecap Management Pasadena, California	$60.7M	$0	1	0.05%	Maintained
163	Personal Capital Advisors Redwood City, California	$60.4M	+$817K	2	0.32%	Increased
164	Commonwealth Equity Services Waltham, Massachusetts	$59.8M	+$5.51M	10	0.16%	Increased
165	Treasurer of the State of North Carolina Raleigh, North Carolina	$59.1M	+$1.84M	3	0.37%	Increased
166	Carson Wealth (CWM LLC) Omaha, Nebraska	$57.3M	-$2.43M	7	0.44%	Reduced
167	Guggenheim Capital Chicago, Illinois	$57.3M	-$11.5M	5	0.45%	Reduced
168	BAMCO Inc New York	$57.1M	+$3.89M	1	0.18%	Increased
169	Woodline Partners San Francisco, California	$54.9M	+$13.2M	2	0.85%	Increased
170	HighTower Advisors Chicago, Illinois	$54.3M	+$3.58M	5	0.14%	Increased
171	Osaic Holdings Scottsdale, Arizona	$53.8M	+$3.95M	12	0.12%	Increased
172	US Bancorp Minneapolis, Minnesota	$53.3M	+$1.26M	7	0.1%	Increased
173	KP Kiltearn Partners Edinburgh, United Kingdom	$52.8M	-$4.23M	1	2.77%	Reduced
174	BNP Paribas Asset Management Paris, France	$52.8M	+$2.6M	1	0.2%	Increased
175	Factory Mutual Insurance Waltham, Massachusetts	$52.1M	-$2.07M	1	0.85%	Reduced