← 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
Samlyn Capital
Samlyn Capital
New York
$51.3M +$49.2M 1 1.02% New
177
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$51.3M -$1.03M 3 1.32% Reduced
178
Regions Financial Corp
Regions Financial Corp
Alabama
$49.1M -$1.63M 3 0.47% Reduced
179
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$49M -$1.31M 3 0.15% Reduced
180
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$48.6M -$13.4M 1 0.35% Reduced
181
Cambiar Investors
Cambiar Investors
Colorado
$48.5M -$966K 2 2.16% Reduced
182
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$48.3M +$1.35M 5 0.42% Increased
183
SL
Summitry LLC
California
$48.3M -$2.24M 1 3.53% Reduced
184
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$46.8M +$5.87M 3 0.53% Increased
185
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$46.6M +$60.8K 2 0.71% Increased
186
Canada Life
Canada Life
Manitoba, Canada
$46.6M +$508K 5 0.12% Increased
187
1SP
140 Summer Partners
New York
$46.6M -$2.38M 1 6.36% Reduced
188
AAM
Ardevora Asset Management
United Kingdom
$46.2M -$2.15M 1 0.76% Reduced
189
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$45.3M +$22.5M 4 0.12% Increased
190
GIA
Guyasuta Investment Advisors
Pennsylvania
$45M -$11.8K 2 3.52% Reduced
191
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$44.2M +$3.71M 9 0.29% Increased
192
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$43.7M -$12.8M 4 0.07% Reduced
193
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$43.7M +$136K 2 0.24% Increased
194
Colony Group
Colony Group
Massachusetts
$43.6M +$976K 2 0.75% Increased
195
SW
SVB Wealth
Massachusetts
$43M +$109K 2 0.66% Increased
196
Phoenix Financial
Phoenix Financial
Israel
$42.6M +$7.15M 3 0.87% Increased
197
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$42.3M +$11.6M 6 0.41% Increased
198
Heard Capital LLC
Heard Capital LLC
Illinois
$41.5M +$7.09M 1 4.45% Increased
199
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$41.5M +$13.2M 4 0.06% Increased
200
Donaldson Capital Management
Donaldson Capital Management
Indiana
$41M +$1.84M 1 2.11% Increased