← 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	Lazard Asset Management New York	$114M	-$88.1M	3	0.19%	Reduced
152	TD Asset Management Toronto, Ontario, Canada	$112M	+$1.22M	6	0.09%	Increased
153	Robeco Institutional Asset Management Rotterdam, Netherlands	$109M	+$17.1M	2	0.16%	Increased
154	Cetera Investment Advisers Schaumburg, Illinois	$109M	+$10.3M	11	0.12%	Increased
155	1832 Asset Management Toronto, Ontario, Canada	$108M	-$210M	3	0.08%	Reduced
156	Madison Asset Management Madison, Wisconsin	$108M	-$6.19M	1	1.24%	Reduced
157	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$108M	+$49.5M	4	0.16%	Increased
158	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$106M	-$11.5M	4	0.25%	Reduced
159	Qube Research & Technologies (QRT) London, United Kingdom	$105M	+$29.5M	5	0.11%	Increased
160	Janney Montgomery Scott Philadelphia, Pennsylvania	$104M	-$120K	7	0.24%	Reduced
161	Select Equity Group New York	$101M	-$102M	1	0.44%	Reduced
162	Bowen Hanes & Co Ponte Vedra Beach, Florida	$98.7M	+$639K	2	2.48%	Increased
163	Commerce Bank Kansas City, Missouri	$97.8M	+$519K	4	0.54%	Increased
164	WorldQuant Millennium Advisors New York	$96.7M	+$5.7M	3	0.38%	Increased
165	State of Tennessee, Department of Treasury Nashville, Tennessee	$95.4M	+$5.07M	6	0.3%	Increased
166	Focus Partners Wealth Boston, Massachusetts	$95.1M	+$12.5M	6	0.11%	Increased
167	Westfield Capital Management Boston, Massachusetts	$94.6M	+$19.6M	1	0.39%	Increased
168	Baird Financial Group Milwaukee, Wisconsin	$94.1M	-$1.54M	6	0.15%	Reduced
169	BAMCO Inc New York	$91.8M	-$59.2M	1	0.25%	Reduced
170	Homestead Advisers Arlington, Virginia	$91.1M	-$12.7M	1	2.41%	Reduced
171	Appaloosa LP Short Hills, New Jersey	$86.6M	-$1.45M	1	1.25%	Reduced
172	HRT Financial New York	$86.3M	-$12.4M	4	0.27%	Reduced
173	Chevy Chase Trust Bethesda, Maryland	$84.7M	+$5.39M	4	0.23%	Increased
174	Creative Planning Overland Park, Kansas	$84.4M	+$4.18M	10	0.06%	Increased
175	Eurizon Capital SGR SpA Milan,	$82.8M	+$84.4M	7	0.26%	New