← 모든 테마

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
251
Alkeon Capital Management
Alkeon Capital Management
New York
US$8.81억 -US$2.28억 4 1.19% 축소
252
Voloridge Investment Management
Voloridge Investment Management
Florida
US$8.76억 +US$2.52억 22 3.73% 증가
253
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$8.63억 -US$1.41억 58 2.54% 축소
254
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$8.61억 +US$2.01억 20 2.23% 증가
255
Woodline Partners
Woodline Partners
California
US$8.54억 +US$2.45억 31 2.64% 증가
256
Rafferty Asset Management
Rafferty Asset Management
New York
US$8.49억 +US$1.19억 37 1.93% 증가
257
KeyBank National Association
KeyBank National Association
Ohio
US$8.45억 -US$426만 36 2.78% 축소
258
Snyder Capital Management
Snyder Capital Management
California
US$8.37억 +US$2460만 8 14.46% 증가
259
Tudor Investment Corp
Tudor Investment Corp
Connecticut
US$8.33억 +US$2.72억 41 1.16% 증가
260
Congress Asset Management
Congress Asset Management
Massachusetts
US$8.28억 -US$293만 13 5.1% 축소
261
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$8.16억 +US$5908만 19 1.38% 증가
262
XN LP
XN LP
New York
US$8.09억 +US$5.86억 3 21.29% 증가
263
Stephens Investment Management Group
Stephens Investment Management Group
Texas
US$8.05억 +US$8240만 14 8.63% 증가
264
Gabelli Funds
Gabelli Funds
New York
US$8.05억 +US$960만 46 5.14% 증가
265
Axiom Investors
Axiom Investors
Connecticut
US$8.02억 -US$1740만 9 6.94% 축소
266
Credit Agricole
Credit Agricole
France
US$7.95억 +US$1.49억 37 1.61% 증가
267
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
US$7.81억 -US$2786만 41 2.09% 축소
268
Pacer Advisors
Pacer Advisors
Pennsylvania
US$7.77억 +US$4.51억 40 1.98% 증가
269
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$7.76억 -US$2.35억 23 0.95% 축소
270
STRS Ohio
STRS Ohio
Ohio
US$7.67억 -US$6371만 74 2.87% 축소
271
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
US$7.65억 -US$1488만 49 2.27% 축소
272
8VC Opportunities GP II
8VC Opportunities GP II
Texas
US$7.64억 +US$7.6억 1 97.49% 신규
273
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$7.52억 -US$1.4억 29 1.94% 축소
274
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$7.39억 -US$1967만 57 2.52% 축소
275
WCM Investment Management
WCM Investment Management
California
US$7.38억 -US$1.72억 16 1.34% 축소