← 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
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$112M -$784K 2 2.81% Reduced
152
Congress Asset Management
Congress Asset Management
Massachusetts
$112M +$1.75M 3 0.74% Increased
153
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$112M +$1.1M 8 0.27% Increased
154
Homestead Advisers
Homestead Advisers
Virginia
$111M -$1.98M 1 2.64% Reduced
155
Korea Investment Corp
Korea Investment Corp
South Korea
$110M -$20.9M 4 0.23% Reduced
156
Seven Grand Managers
Seven Grand Managers
New York
$109M +$42.8M 3 8.85% Increased
157
Freestone Grove Partners
Freestone Grove Partners
California
$108M -$123M 3 0.81% Reduced
158
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$106M +$20.9M 8 0.12% Increased
159
Royal London Asset Management
Royal London Asset Management
United Kingdom
$106M -$5M 4 0.23% Reduced
160
Commerce Bank
Commerce Bank
Missouri
$104M +$2.56M 4 0.58% Increased
161
PCM
Portolan Capital Management
Massachusetts
$103M -$67M 3 5.55% Reduced
162
Baird Financial Group
Baird Financial Group
Wisconsin
$101M +$2.38M 8 0.16% Increased
163
Renaissance Technologies
Renaissance Technologies
New York
$99M +$1.7M 5 0.13% Increased
164
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$98.2M -$16.8M 2 5.07% Reduced
165
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$97.3M +$90.5M 1 0.42% New
166
D.E. Shaw & Co
D.E. Shaw & Co
New York
$97.2M -$73.5M 6 0.05% Reduced
167
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$96.8M +$13.7M 2 0.14% Increased
168
HRT Financial
HRT Financial
New York
$93.5M +$50.8M 7 0.34% Increased
169
Westfield Capital Management
Westfield Capital Management
Massachusetts
$91.9M +$64.4M 1 0.39% New
170
Appaloosa LP
Appaloosa LP
New Jersey
$91.6M -$13.7M 1 1.24% Reduced
171
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$91.5M +$1.05M 2 0.21% Increased
172
Jennison Associates
Jennison Associates
New York
$91.2M +$2.31M 2 0.05% Increased
173
Osaic Holdings
Osaic Holdings
Arizona
$91M +$18.6M 15 0.13% Increased
174
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$89.8M -$2.29M 4 0.15% Reduced
175
CCP
Clough Capital Partners
Massachusetts
$87.9M +$22.5M 4 7.7% Increased
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