← 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
SCM
Shapiro Capital Management
Georgia
$54.7M +$55.5M 1 0.95% New
177
Cambiar Investors
Cambiar Investors
Colorado
$52.9M +$5.31M 1 1.7% Increased
178
Guggenheim Capital
Guggenheim Capital
Illinois
$51.2M +$1.8M 5 0.3% Increased
179
Marshall Wace North America
Marshall Wace North America
New York
$50.6M -$7.21M 6 0.21% Reduced
180
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$50.3M +$4.71M 3 0.22% Increased
181
Lazard Asset Management
Lazard Asset Management
New York
$50.1M +$3.91M 4 0.06% Increased
182
Personal Capital Advisors
Personal Capital Advisors
California
$49.1M -$766K 2 0.26% Reduced
183
Wedge Capital Management
Wedge Capital Management
North Carolina
$48.9M -$4.69M 1 0.6% Reduced
184
Canada Life
Canada Life
Manitoba, Canada
$48.8M -$1.44M 5 0.11% Reduced
185
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$48.7M -$311K 3 0.28% Reduced
186
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$48.4M -$3.33M 3 1.07% Reduced
187
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$48.3M -$18.4M 2 0.56% Reduced
188
Hood River Capital Management
Hood River Capital Management
Florida
$48.1M +$6.15M 2 1.43% Increased
189
Rafferty Asset Management
Rafferty Asset Management
New York
$47.1M +$3.85M 5 0.3% Increased
190
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$46.9M -$92.7M 1 0.53% Reduced
191
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$46.6M -$1.87M 1 0.57% Reduced
192
Vident Investment Advisory
Vident Investment Advisory
Georgia
$46.5M -$2.23M 4 1.41% Reduced
193
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$46.3M +$518K 5 0.2% Increased
194
Manning & Napier Group
Manning & Napier Group
New York
$45.2M +$44.9M 2 0.37% New
195
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$44.3M +$5.03M 7 0.11% Increased
196
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$44.1M +$10M 3 0.06% Increased
197
SAM
Sandbar Asset Management
United Kingdom
$44.1M +$42.8K 2 4.76% Increased
198
SCP
Sandhill Capital Partners
New York
$43.9M -$86.4K 1 3.42% Reduced
199
Osaic Holdings
Osaic Holdings
Arizona
$43.8M +$1.65M 11 0.09% Increased
200
M&G Investment Management
M&G Investment Management
United Kingdom
$43.7M -$31.2M 2 0.11% Reduced