← 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
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$23.2M +$1.19M 4 0.2% Increased
177
National Pension Service
National Pension Service
South Korea
$23M +$6.71M 2 0.29% Increased
178
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$22M +$4.69M 5 0.01% Increased
179
Martingale Asset Management
Martingale Asset Management
Massachusetts
$21.6M -$4.08M 3 0.53% Reduced
180
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$20.8M -$80.1K 3 0.32% Reduced
181
HM Payson & Co
HM Payson & Co
Maine
$20.3M -$202K 2 1.1% Reduced
182
OppenheimerFunds
OppenheimerFunds
New York
$20.3M -$11.8M 1 0.03% Reduced
183
Korea Investment Corp
Korea Investment Corp
South Korea
$20.2M -$1.96M 1 0.16% Reduced
184
ALA
Atherton Lane Advisers
California
$20.1M +$2.59M 1 1.26% Increased
185
Hancock Whitney
Hancock Whitney
Mississippi
$20.1M -$1.26M 2 0.84% Reduced
186
USAA
United Services Automobile Association
Texas
$19.6M -$118K 2 0.07% Reduced
187
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$19.6M +$855K 1 0.38% Increased
188
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$19.5M -$223K 4 0.26% Reduced
189
EULAV Asset Management
EULAV Asset Management
Florida
$19.3M +$2.84M 2 1.1% Increased
190
Burney Company
Burney Company
Virginia
$19.2M +$1.03M 2 1.48% Increased
191
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$19M -$168K 2 1.1% Reduced
192
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$18.8M +$10.3M 2 1.68% Increased
193
Gabelli Funds
Gabelli Funds
New York
$18.8M -$1.67M 2 0.11% Reduced
194
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$18.7M -$1.07M 1 2.03% Reduced
195
SEI Investments
SEI Investments
Pennsylvania
$18.6M -$2.75M 4 0.17% Reduced
196
KBC Group
KBC Group
Belgium
$18.6M -$17M 4 0.37% Reduced
197
PineBridge Investments
PineBridge Investments
New York
$18.5M -$2.92M 3 0.79% Reduced
198
Comerica Bank
Comerica Bank
Texas
$18.1M -$19M 4 0.17% Reduced
199
Silvercrest Asset Management
Silvercrest Asset Management
New York
$17.7M +$195K 2 0.27% Increased
200
Ninety One (UK)
Ninety One (UK)
United Kingdom
$17.6M +$3.13M 1 0.11% Increased