← 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
Osaic Holdings
Osaic Holdings
Arizona
$57.9M -$2.57M 11 0.11% Reduced
152
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$57.9M -$13.9M 4 0.08% Reduced
153
IP
Interval Partners
New York
$57.4M +$32.5M 1 2.28% Increased
154
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$55.7M +$9.48M 2 0.19% Increased
155
Corient Private Wealth
Corient Private Wealth
Florida
$55.6M +$5.03M 5 0.15% Increased
156
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$54.5M -$762K 3 0.31% Reduced
157
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$53.7M -$2.83M 11 0.11% Reduced
158
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$53.5M +$2.34M 3 1.28% Increased
159
LSV Asset Management
LSV Asset Management
Illinois
$52.4M -$96.2M 2 0.12% Reduced
160
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$50.9M +$19.7M 2 0.08% Increased
161
Primecap Management
Primecap Management
California
$49.3M $0 1 0.04% Maintained
162
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$48.9M -$13.3M 5 0.23% Reduced
163
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$48M -$18M 2 0.5% Reduced
164
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$47.6M -$33M 1 0.2% Reduced
165
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$47.1M -$15M 2 0.97% Reduced
166
Cambiar Investors
Cambiar Investors
Colorado
$46.9M +$8.15M 1 2.02% Increased
167
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$46.8M +$848K 6 0.06% Increased
168
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$45.2M +$25.2M 3 0.13% Increased
169
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$45.2M -$136K 6 0.35% Reduced
170
Junto Capital Management
Junto Capital Management
New York
$44.6M +$42.3M 1 1.24% New
171
HighTower Advisors
HighTower Advisors
Illinois
$44.4M -$2.24M 4 0.1% Reduced
172
Point72 Asset Management
Point72 Asset Management
Connecticut
$44.1M -$39.1M 4 0.14% Reduced
173
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$43.9M -$252K 2 0.73% Reduced
174
Emerald Advisers
Emerald Advisers
Pennsylvania
$43.7M +$1.56M 3 2.09% Increased
175
AIP
ARS Investment Partners
New York
$43.6M +$557K 3 5.24% Increased