← 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
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$27.4M +$11.2M 2 0.38% Increased
177
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$27.3M -$750K 3 0.33% Reduced
178
WBC
Westpac Banking Corp
Australia
$27.1M -$1.37M 2 0.26% Reduced
179
Voloridge Investment Management
Voloridge Investment Management
Florida
$27M +$26.8M 2 0.58% New
180
Squarepoint
Squarepoint
New York
$26.9M +$22.8M 3 1.1% Increased
181
Comerica Bank
Comerica Bank
Texas
$26.7M -$550K 5 0.21% Reduced
182
Capital Guardian Trust
Capital Guardian Trust
California
$26.1M +$13.1M 2 0.2% Increased
183
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$26M -$15.5M 2 0.11% Reduced
184
1832 Asset Management
1832 Asset Management
Ontario, Canada
$25.9M +$4.35M 1 0.08% Increased
185
SCM
Sandler Capital Management
New York
$25.9M +$9.96M 1 2.32% Increased
186
Första AP-fonden
Första AP-fonden
Sweden
$25M +$5.74M 1 0.8% Increased
187
Nicholas Company
Nicholas Company
Wisconsin
$24.7M +$31.6K 1 0.55% Increased
188
RIG
Roosevelt Investment Group
New York
$24.1M -$4.01M 1 2.14% Reduced
189
PointState Capital
PointState Capital
New York
$23.9M +$16.3M 1 0.34% Increased
190
Balyasny Asset Management
Balyasny Asset Management
Illinois
$23.8M -$50.8M 2 0.13% Reduced
191
CCMH
Cornerstone Capital Management Holdings
New York
$23.6M +$1.41M 3 0.18% Increased
192
NA
Neuburgh Advisers
California
$23.4M +$23.3M 3 1.05% New
193
Eaton Vance Management
Eaton Vance Management
Massachusetts
$23.2M -$285K 4 0.07% Reduced
194
ABC
Anchor Bolt Capital
Illinois
$22.4M -$3.58M 1 0.77% Reduced
195
Calamos Advisors
Calamos Advisors
Illinois
$22.1M -$49.4M 1 0.18% Reduced
196
MCM
McKinley Capital Management
Alaska
$21.7M -$182K 1 0.85% Reduced
197
Natixis Advisors
Natixis Advisors
Massachusetts
$21.6M -$1.29M 3 0.26% Reduced
198
SI
Sprott Inc
Ontario, Canada
$21.4M $0 1 1.83% Maintained
199
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.1M +$2.26M 4 0.21% Increased
200
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.9M +$8.11M 5 0.1% Increased