← 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
Pinnacle Associates
Pinnacle Associates
New York
$33.2M -$1.04M 3 0.58% Reduced
202
Element Capital Management
Element Capital Management
New York
$33.1M +$688K 2 2.24% Increased
203
Amalgamated Bank
Amalgamated Bank
New York
$32.6M -$2.18M 6 0.26% Reduced
204
CM
Cercano Management
Washington
$32.4M -$2.36M 1 1.13% Reduced
205
Nissay Asset Management
Nissay Asset Management
Japan
$31.8M -$2.67M 3 0.27% Reduced
206
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$31.8M -$3.54M 1 0.08% Reduced
207
Nomura Asset Management
Nomura Asset Management
Japan
$31.7M +$488K 3 0.15% Increased
208
ELI
Empire Life Investments
Ontario, Canada
$31.1M +$358K 1 2.12% Increased
209
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$30.6M +$3.69M 3 0.21% Increased
210
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$30M +$27.3M 4 0.1% Increased
211
Ancora Advisors
Ancora Advisors
Ohio
$29.5M -$65.2K 4 0.78% Reduced
212
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$29.5M -$3.39M 3 0.08% Reduced
213
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$29.3M +$6.92M 1 0.56% Increased
214
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$29.1M +$13.6M 3 0.35% Increased
215
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.8M +$779K 4 0.11% Increased
216
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$28.5M +$1.76M 5 0.11% Increased
217
Gabelli Funds
Gabelli Funds
New York
$28.5M +$365K 4 0.22% Increased
218
Renaissance Technologies
Renaissance Technologies
New York
$28.3M -$205M 7 0.04% Reduced
219
Silvercrest Asset Management
Silvercrest Asset Management
New York
$28.3M -$13.2K 4 0.2% Reduced
220
Tocqueville Asset Management
Tocqueville Asset Management
New York
$28.2M -$2.32M 1 0.51% Reduced
221
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$27.9M +$1.57M 1 0.64% Increased
222
TPSF
Texas Permanent School Fund
Texas
$27.8M -$13.9K 4 0.26% Reduced
223
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$27.4M -$2.58M 2 0.15% Reduced
224
FCI
Financial Counselors Inc
Kansas
$27.2M +$904K 1 0.55% Increased
225
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$26.9M -$501K 4 0.11% Reduced