← 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 Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.1M -$69.1K 4 0.22% Reduced
177
GGHC
Gilder Gagnon Howe & Co
New York
$32M -$9.98M 1 0.34% Reduced
178
Gotham Asset Management
Gotham Asset Management
New York
$31.9M -$8.13M 3 0.46% Reduced
179
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$31.6M -$68.5K 3 0.32% Reduced
180
Marshall Wace North America
Marshall Wace North America
New York
$31M +$3.2M 4 0.18% Increased
181
OC
Oakmont Corp
California
$30.9M -$155K 1 4.1% Reduced
182
Hancock Whitney
Hancock Whitney
Mississippi
$29.7M -$1.72M 2 1.37% Reduced
183
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$29.2M -$16.6M 3 0.06% Reduced
184
Scout Investments
Scout Investments
Missouri
$28.8M -$21.9M 2 0.65% Reduced
185
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$28.7M +$8.66M 3 0.39% Increased
186
Advisors Asset Management
Advisors Asset Management
Colorado
$28.6M +$953K 4 0.49% Increased
187
Royal London Asset Management
Royal London Asset Management
United Kingdom
$28.3M +$30.4M 2 0.28% New
188
Huntington National Bank
Huntington National Bank
Ohio
$27.9M +$1.66M 2 0.46% Increased
189
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$27.7M -$135K 5 0.14% Reduced
190
Seizert Capital Partners
Seizert Capital Partners
Michigan
$27.2M $0 1 0.99% Maintained
191
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$27M $0 1 2.18% Maintained
192
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$26.8M -$2.5M 3 0.31% Reduced
193
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$26.6M +$15.7M 3 0.27% Increased
194
MetLife Investment Management
MetLife Investment Management
New Jersey
$26.4M -$429K 5 0.31% Reduced
195
CIC
Canal Insurance Company
South Carolina
$26M +$1.71M 3 8.57% Increased
196
Mutual of America Capital Management
Mutual of America Capital Management
New York
$25.8M -$1.22M 4 0.38% Reduced
197
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$25.6M -$95.4K 3 0.19% Reduced
198
Silvercrest Asset Management
Silvercrest Asset Management
New York
$25.4M +$171K 2 0.24% Increased
199
Emerald Advisers
Emerald Advisers
Pennsylvania
$25M -$788K 1 0.94% Reduced
200
CF
Cypress Funds
California
$24.9M $0 1 3.9% Maintained