← 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
176	Andra AP-fonden Goteborg, Sweden	$20.1M	+$1.55M	2	0.47%	Increased
177	AIG American International Group New York	$20M	-$294M	5	0.1%	Reduced
178	Pictet Asset Management (UK) London, United Kingdom	$19.8M	+$2.16M	2	0.1%	Increased
179	Factory Mutual Insurance Waltham, Massachusetts	$19.8M	-$750K	1	0.29%	Reduced
180	RCM Riverhead Capital Management Wilmington, Delaware	$19.7M	+$11.7M	2	0.52%	Increased
181	STRS Ohio Columbus, Ohio	$19.7M	-$262K	3	0.09%	Reduced
182	BCIM Black Creek Investment Management Toronto, Ontario, Canada	$19.6M	$0	1	2.3%	Maintained
183	CI Investments Inc Toronto, Ontario, Canada	$19.6M	$0	1	0.21%	Maintained
184	TPSF Texas Permanent School Fund Austin, Texas	$19.5M	-$1.51M	4	0.19%	Reduced
185	OppenheimerFunds New York	$19.4M	-$18.1M	1	0.02%	Reduced
186	SG Americas Securities New York	$19.3M	+$1.83M	3	0.08%	Increased
187	SFM Systematic Financial Management Teaneck, New Jersey	$19M	-$562K	1	0.14%	Reduced
188	AEGON Asset Management (UK) Edinburgh, United Kingdom	$18.9M	+$1.37M	1	2.7%	Increased
189	QS Batterymarch Financial Management New York	$18.7M	-$71.9K	2	0.39%	Reduced
190	LI LMCG Investments Boston, Massachusetts	$18.6M	+$4.36K	1	0.4%	Increased
191	Palisade Capital Management Fort Lee, New Jersey	$18.6M	-$237K	1	0.48%	Reduced
192	BUB BBVA USA Bancshares Houston, Texas	$18.6M	+$125K	1	0.81%	Increased
193	Brown Brothers Harriman & Co New York	$18.3M	+$7.99M	3	0.04%	Increased
194	Martingale Asset Management Boston, Massachusetts	$18.1M	-$1.12M	3	0.63%	Reduced
195	QS Investors New York	$17.8M	-$2.05M	1	0.68%	Reduced
196	First Citizens Bank & Trust Raleigh, North Carolina	$17.8M	-$2.2M	1	1.62%	Reduced
197	USAA United Services Automobile Association San Antonio, Texas	$17.8M	-$5.89M	2	0.07%	Reduced
198	Arizona State Retirement System Phoenix, Arizona	$17.3M	-$1.36M	4	0.21%	Reduced
199	CC Chubb Corp Warren, New Jersey	$17.2M	$0	1	0.96%	Maintained
200	EC Engaged Capital Newport Beach, California	$16.9M	+$15.6M	1	11.88%	New