← 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
201
Emerald Advisers
Emerald Advisers
Pennsylvania
$76.5M +$4.97M 5 1.8% Increased
202
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$76.4M +$29.1M 1 1.18% Increased
203
Los Angeles Capital Management
Los Angeles Capital Management
California
$76.1M +$20.5M 10 0.28% Increased
204
Pictet Asset Management
Pictet Asset Management
Switzerland
$73.3M -$3.88M 9 0.07% Reduced
205
XTX Topco
XTX Topco
Cayman Islands
$73.2M +$72.5M 16 0.95% Increased
206
Walleye Capital
Walleye Capital
New York
$71.2M +$56.5M 8 0.25% Increased
207
Cerity Partners
Cerity Partners
New York
$70.3M +$2.9M 9 0.09% Increased
208
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$69.9M -$680K 6 0.21% Reduced
209
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$68M +$27.5M 4 0.13% Increased
210
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.9M +$1.61M 6 0.2% Increased
211
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$67.7M +$66.9M 3 0.71% Increased
212
&Partners
&Partners
Tennessee
$67.6M +$8.06M 8 0.28% Increased
213
Truist Financial
Truist Financial
North Carolina
$67.5M +$2.45M 8 0.08% Increased
214
Hancock Prospecting
Hancock Prospecting
Australia
$67.1M +$31.9M 2 1.17% Increased
215
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$66.1M -$5.8M 8 0.1% Reduced
216
Nissay Asset Management
Nissay Asset Management
Japan
$66M +$3.52M 3 0.28% Increased
217
Danske Bank
Danske Bank
Denmark
$64.7M -$1.8M 5 0.13% Reduced
218
Macquarie Group
Macquarie Group
Australia
$64.1M +$55.5M 5 0.28% Increased
219
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$63.2M +$11.5M 11 0.1% Increased
220
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$61.9M -$5.06M 11 0.1% Reduced
221
GF
Greenhouse Funds
Maryland
$60.8M -$16.8M 1 3.11% Reduced
222
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$59.6M +$1.43M 5 0.36% Increased
223
Nomura Holdings
Nomura Holdings
Japan
$59.5M +$31.8M 9 0.07% Increased
224
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$58.9M +$51M 5 0.26% Increased
225
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$58.8M +$959K 12 0.07% Increased