← 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
Asset Management One
Asset Management One
Japan
$61.4M -$996K 3 0.31% Reduced
152
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$60.8M +$615K 6 0.32% Increased
153
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$60.4M -$3.78M 2 0.06% Reduced
154
AAM
Ardevora Asset Management
United Kingdom
$59M +$19.2M 2 1.06% Increased
155
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$58.5M -$7.22M 4 0.1% Reduced
156
Meitav Investment House
Meitav Investment House
Israel
$58.5M -$1.29M 3 1.03% Reduced
157
VOYA Investment Management
VOYA Investment Management
Georgia
$58.1M -$154M 7 0.07% Reduced
158
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$57.8M +$31.9M 6 0.14% Increased
159
Mariner
Mariner
Kansas
$56.2M -$17.3M 5 0.22% Reduced
160
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$56M -$306K 7 0.45% Reduced
161
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$55.5M +$56.8M 2 0.63% New
162
Osaic Holdings
Osaic Holdings
Arizona
$55.2M +$4.59M 12 0.13% Increased
163
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$54.8M -$153K 3 0.36% Reduced
164
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$54.7M +$15.1M 3 0.09% Increased
165
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$54.5M -$1.33M 8 0.14% Reduced
166
GQG Partners
GQG Partners
Florida
$54.1M +$50M 2 0.16% Increased
167
Holocene Advisors
Holocene Advisors
New York
$53.5M -$79.3M 3 0.34% Reduced
168
Personal Capital Advisors
Personal Capital Advisors
California
$53M +$1.16M 2 0.29% Increased
169
SAM
Scopus Asset Management
New York
$53M +$44.7M 2 1.97% Increased
170
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$52.8M +$24.1M 3 0.17% Increased
171
Guggenheim Capital
Guggenheim Capital
Illinois
$52.6M +$1.03M 5 0.48% Increased
172
HighTower Advisors
HighTower Advisors
Illinois
$52.5M +$1.79M 5 0.14% Increased
173
Primecap Management
Primecap Management
California
$52.2M $0 1 0.05% Maintained
174
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$51.7M -$33.4M 2 0.97% Reduced
175
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$51M +$840K 3 1.41% Increased