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국방 현대화

국방 현대화에는 정부가 국방 예산을 늘리고 고갈된 비축 물자를 다시 채우면서 진행 중인 재무장과 기술 갱신이 포함돼요. 계약 기간이 길고 자금 조달이 확보되어 있으며 경기 변동에 비교적 덜 민감해요.

163개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
226
Hood River Capital Management
Hood River Capital Management
Florida
US$10.2억 +US$3.39억 13 7.41% 증가
227
Vanguard Investments Australia
Vanguard Investments Australia
Australia
US$10.2억 +US$5469만 67 2.53% 증가
228
Lazard Asset Management
Lazard Asset Management
New York
US$10.1억 +US$4906만 38 1.53% 증가
229
Gotham Asset Management
Gotham Asset Management
New York
US$10.1억 +US$1.82억 52 2.35% 증가
230
Nomura Asset Management
Nomura Asset Management
Japan
US$10억 +US$8094만 40 2.14% 증가
231
Kestra Advisory Services
Kestra Advisory Services
Texas
US$9.9억 +US$5584만 47 3.21% 증가
232
Asset Management One
Asset Management One
Japan
US$9.8억 +US$3188만 28 2.52% 증가
233
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$9.8억 -US$729만 55 3.38% 축소
234
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$9.8억 -US$7964만 38 1.86% 축소
235
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
US$9.8억 -US$9813만 24 3.04% 축소
236
Intesa Sanpaolo SpA.
Intesa Sanpaolo SpA.
Italy
US$9.8억 +US$9.5억 9 33.4% 증가
237
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
US$9.7억 +US$1.01억 13 2.46% 증가
238
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$9.6억 +US$9928만 63 1.85% 증가
239
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$9.6억 -US$3123만 33 1.11% 축소
240
Unisphere Establishment
Unisphere Establishment
Liechtenstein
US$9.49억 +US$3187만 3 8.08% 증가
241
William Blair Investment Management
William Blair Investment Management
Illinois
US$9.44억 +US$3.42억 12 2.84% 증가
242
GAMCO Investors
GAMCO Investors
Connecticut
US$9.42억 -US$721만 35 8.45% 축소
243
Viking Global Investors
Viking Global Investors
Connecticut
US$9.41억 +US$1.61억 3 2.68% 증가
244
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
US$9.31억 +US$1.27억 73 1.56% 증가
245
American Securities
American Securities
New York
US$9.31억 US$0 1 24.79% 유지됨
246
Canada Life
Canada Life
Manitoba, Canada
US$9.14억 +US$9051만 44 1.46% 증가
247
WPL
WINDACRE PARTNERSHIP LLC
Texas
US$9.11억 +US$2.14억 1 9.01% 증가
248
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$9.08억 +US$3613만 63 1.74% 증가
249
Freestone Grove Partners
Freestone Grove Partners
California
US$9.06억 +US$3.63억 27 5.82% 증가
250
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
US$9.04억 +US$1.97억 71 1.38% 증가