← 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
Y.D. More Investments
Y.D. More Investments
Israel
$71.5M +$78.5M 2 7.29% Increased
152
TC
TwinBeech Capital
New York
$70.7M +$5.8M 3 1.39% Increased
153
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$70.5M +$41M 2 0.3% Increased
154
Fidelity International
Fidelity International
Bermuda
$70.2M +$26.4M 2 0.07% Increased
155
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$69.6M +$18.7M 11 0.01% Increased
156
Alyeska Investment Group
Alyeska Investment Group
Illinois
$68.4M -$794K 2 0.39% Reduced
157
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$68M -$3.09M 3 0.09% Reduced
158
Chevy Chase Trust
Chevy Chase Trust
Maryland
$66.8M -$1.46M 3 0.21% Reduced
159
Canoe Financial
Canoe Financial
Alberta, Canada
$64.8M $0 1 1.2% Maintained
160
Madison Asset Management
Madison Asset Management
Wisconsin
$64.7M +$66.1M 1 0.8% New
161
STRS Ohio
STRS Ohio
Ohio
$62.7M -$21.1M 5 0.25% Reduced
162
Baird Financial Group
Baird Financial Group
Wisconsin
$62.6M +$20.5M 5 0.13% Increased
163
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$60.4M +$3.47M 11 0.1% Increased
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$60.3M +$14.5M 4 0.22% Increased
165
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$59.1M +$40.4M 3 0.13% Increased
166
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$58.1M -$3.81M 4 0.11% Reduced
167
Truist Financial
Truist Financial
North Carolina
$58.1M +$3.49M 5 0.09% Increased
168
TD Asset Management
TD Asset Management
Ontario, Canada
$57.9M +$875K 5 0.05% Increased
169
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$57.6M +$522K 2 3.02% Increased
170
Primecap Management
Primecap Management
California
$56.4M $0 1 0.04% Maintained
171
VOYA Investment Management
VOYA Investment Management
Georgia
$56.2M +$1.56M 6 0.06% Increased
172
Amundi
Amundi
France
$55.8M -$18.2M 4 0.02% Reduced
173
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$55.5M -$1.98M 3 0.21% Reduced
174
Westwood Holdings Group
Westwood Holdings Group
Texas
$55.5M +$352K 3 0.26% Increased
175
Rockefeller Capital Management
Rockefeller Capital Management
New York
$55.4M +$9.59M 4 0.16% Increased