← 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
Primecap Management
Primecap Management
California
$59.8M $0 1 0.04% Maintained
177
VOYA Investment Management
VOYA Investment Management
Georgia
$58.5M -$5.04M 6 0.06% Reduced
178
AIP
ARS Investment Partners
New York
$57.8M +$331K 4 5.18% Increased
179
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$57.5M -$9.02M 4 0.11% Reduced
180
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$56.7M -$43.6M 2 0.18% Reduced
181
Canada Life
Canada Life
Manitoba, Canada
$56.6M -$5.55M 5 0.1% Reduced
182
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$56.5M +$3.31M 2 0.11% Increased
183
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$56.3M -$11.7M 4 0.2% Reduced
184
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$56.2M -$1.58M 2 0.55% Reduced
185
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$55.4M -$145K 5 0.23% Reduced
186
Pictet Asset Management
Pictet Asset Management
Switzerland
$55.2M +$1.1M 6 0.06% Increased
187
Voloridge Investment Management
Voloridge Investment Management
Florida
$54.7M -$51.7M 2 0.2% Reduced
188
Calamos Advisors
Calamos Advisors
Illinois
$54.4M +$2.8M 2 0.24% Increased
189
IP
Interval Partners
New York
$53.6M +$31.7M 2 1.2% Increased
190
Capital International Inc
Capital International Inc
California
$53.6M +$1.56M 2 0.68% Increased
191
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$53.4M +$582K 2 2.18% Increased
192
Marex Group
Marex Group
$53.3M +$41.5M 3 1.21% Increased
193
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$53M +$335K 7 0.12% Increased
194
Commerce Bank
Commerce Bank
Missouri
$52M -$120K 3 0.32% Reduced
195
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$51.8M -$441K 2 0.54% Reduced
196
Vident Advisory
Vident Advisory
Georgia
$51.1M +$9.66M 6 1.29% Increased
197
Junto Capital Management
Junto Capital Management
New York
$50.3M -$45.1M 1 1.11% Reduced
198
NIG
NFJ Investment Group
Texas
$50.2M -$3.22M 2 1.47% Reduced
199
HighTower Advisors
HighTower Advisors
Illinois
$49.6M -$1.75M 5 0.07% Reduced
200
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$49.4M -$8.23M 3 0.3% Reduced