← 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
Canada Life
Canada Life
Manitoba, Canada
$40.1M -$8.65M 5 0.09% Reduced
202
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$39.9M -$3.92M 1 0.96% Reduced
203
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$39.4M +$94.7K 3 0.93% Increased
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.2M +$28.3M 3 0.1% Increased
205
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$38.5M +$4.68M 3 0.09% Increased
206
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$38.4M -$105M 2 0.05% Reduced
207
Comerica Bank
Comerica Bank
Texas
$38.2M -$6.85M 5 0.23% Reduced
208
SL
Summitry LLC
California
$37.7M +$1.09M 1 2.35% Increased
209
BTWM
Baker Tilly Wealth Management
Wisconsin
$37.6M +$230K 3 4.97% Increased
210
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$37.4M +$624K 2 1.48% Increased
211
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$37.4M -$205K 5 0.23% Reduced
212
AIG
American International Group
New York
$37.3M -$849K 6 0.2% Reduced
213
SW
SVB Wealth
Massachusetts
$37.1M +$162K 3 0.48% Increased
214
Seizert Capital Partners
Seizert Capital Partners
Michigan
$36.8M -$342K 1 1.69% Reduced
215
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$36M +$36.9M 4 0.04% New
216
Jane Street
Jane Street
New York
$35.4M +$7.5M 10 0.01% Increased
217
Balyasny Asset Management
Balyasny Asset Management
Illinois
$35.1M +$34.9M 3 0.15% Increased
218
Arizona State Retirement System
Arizona State Retirement System
Arizona
$34.9M -$1.02M 5 0.28% Reduced
219
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$34.4M +$2.92M 8 0.29% Increased
220
Burney Company
Burney Company
Virginia
$34.2M -$230K 2 1.61% Reduced
221
AIP
ARS Investment Partners
New York
$34.2M +$11.6M 3 3.42% Increased
222
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$33.7M +$80.6K 2 0.17% Increased
223
Country Trust Bank
Country Trust Bank
Illinois
$33.7M -$6.2M 2 0.99% Reduced
224
Amalgamated Bank
Amalgamated Bank
New York
$33.1M -$1.81M 6 0.28% Reduced
225
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$33.1M +$12.6M 1 0.5% Increased