← 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
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$52.5M -$15M 3 0.41% Reduced
152
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$51.8M $0 3 1.09% Maintained
153
Truist Financial
Truist Financial
North Carolina
$51.7M +$4.46M 4 0.09% Increased
154
Empower Advisory Group
Empower Advisory Group
Colorado
$50.7M -$7.81M 2 0.22% Reduced
155
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$50.5M +$258K 3 0.27% Increased
156
TD Asset Management
TD Asset Management
Ontario, Canada
$49.3M -$112M 4 0.06% Reduced
157
Pictet Asset Management
Pictet Asset Management
Switzerland
$49.2M +$50M 6 0.06% New
158
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$48.5M +$18.4M 3 0.15% Increased
159
Jennison Associates
Jennison Associates
New York
$48.4M +$3.32M 1 0.04% Increased
160
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$48.3M -$2.11M 11 0.1% Reduced
161
Creative Planning
Creative Planning
Kansas
$47.8M +$15.3M 5 0.06% Increased
162
LSV Asset Management
LSV Asset Management
Illinois
$46.8M -$368K 2 0.11% Reduced
163
NIG
NFJ Investment Group
Texas
$45.7M +$26.1M 2 1.33% Increased
164
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$45.6M +$79.1K 4 0.1% Increased
165
Canada Life
Canada Life
Manitoba, Canada
$44.7M -$168K 5 0.11% Reduced
166
EULAV Asset Management
EULAV Asset Management
Florida
$44M -$12.6M 1 1.61% Reduced
167
OCM
Osterweis Capital Management
California
$43.8M +$13.7M 1 3.21% Increased
168
Primecap Management
Primecap Management
California
$43.8M $0 1 0.04% Maintained
169
AIP
ARS Investment Partners
New York
$43.4M -$81.5K 4 5.37% Reduced
170
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$43.3M +$1.75M 2 2.61% Increased
171
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$43M -$18.8M 3 0.11% Reduced
172
Meitav Investment House
Meitav Investment House
Israel
$42.8M +$650K 2 0.69% Increased
173
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$42M +$12.8M 1 0.6% Increased
174
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$41.5M +$1.19M 2 2.31% Increased
175
HM Payson & Co
HM Payson & Co
Maine
$40.6M -$38.4M 3 0.95% Reduced