← 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
Canoe Financial
Canoe Financial
Alberta, Canada
$64.8M +$62.4M 1 1.07% New
152
Emerald Advisers
Emerald Advisers
Pennsylvania
$64.8M -$3.75M 3 2.61% Reduced
153
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$63.2M -$3.09M 4 0.25% Reduced
154
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$61.7M -$31.8K 3 0.24% Reduced
155
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$60M +$1.71M 3 1.08% Increased
156
TD Asset Management
TD Asset Management
Ontario, Canada
$59.9M +$417K 4 0.06% Increased
157
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$59.5M +$5.04M 10 0.1% Increased
158
Asset Management One
Asset Management One
Japan
$58.5M -$111K 3 0.23% Reduced
159
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$57.2M +$30.4K 3 0.25% Increased
160
VOYA Investment Management
VOYA Investment Management
Georgia
$56.9M -$5.68M 6 0.06% Reduced
161
NIG
NFJ Investment Group
Texas
$56.6M -$5.83M 2 1.55% Reduced
162
Capital International Inc
Capital International Inc
California
$55.9M +$8.22M 2 0.76% Increased
163
Truist Financial
Truist Financial
North Carolina
$55.9M -$1.9M 5 0.08% Reduced
164
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$55.5M +$3.22M 2 0.6% Increased
165
Aberdeen Group
Aberdeen Group
United Kingdom
$54.4M -$47.4M 3 0.11% Reduced
166
Artisan Partners
Artisan Partners
Wisconsin
$54M -$160K 1 0.08% Reduced
167
Pictet Asset Management
Pictet Asset Management
Switzerland
$53.7M -$1.61M 6 0.06% Reduced
168
Primecap Management
Primecap Management
California
$53.6M $0 1 0.04% Maintained
169
Calamos Advisors
Calamos Advisors
Illinois
$53.4M -$21M 2 0.25% Reduced
170
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$53.4M -$61.7M 10 0.01% Reduced
171
National Bank of Canada
National Bank of Canada
Quebec, Canada
$52.1M -$3.58M 7 0.08% Reduced
172
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$52.1M -$19.9M 3 0.11% Reduced
173
Westwood Holdings Group
Westwood Holdings Group
Texas
$50.8M +$46.1M 3 0.4% Increased
174
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$50.2M -$5.03M 2 2.62% Reduced
175
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$49.1M +$34.4M 6 0.12% Increased