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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
276
Bahl & Gaynor
Bahl & Gaynor
Ohio
US$7.36억 -US$1.1억 14 3.4% 축소
277
TPG GP A
TPG GP A
Texas
US$7.35억 +US$7.31억 1 14.69% 신규
278
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$7.35억 -US$5104만 30 0.92% 축소
279
MML Investors Services
MML Investors Services
Massachusetts
US$7.19억 +US$1.53억 52 1.47% 증가
280
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$7.17억 -US$1.88억 9 2.34% 축소
281
Huntington National Bank
Huntington National Bank
Ohio
US$7.15억 -US$1520만 62 3.47% 축소
282
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$7.14억 +US$3701만 47 1.56% 증가
283
Commerce Bank
Commerce Bank
Missouri
US$6.98억 -US$216만 32 3.06% 축소
284
Defiance ETFs
Defiance ETFs
New York
US$6.95억 -US$3.31억 39 9.43% 축소
285
Stockbridge Partners
Stockbridge Partners
Massachusetts
US$6.94억 +US$1.03억 2 14.59% 증가
286
Nomura Holdings
Nomura Holdings
Japan
US$6.93억 +US$4.37억 36 0.81% 증가
287
Burkehill Global Management
Burkehill Global Management
New York
US$6.9억 +US$5.77억 7 24.92% 증가
288
Mercer Global Advisors
Mercer Global Advisors
Colorado
US$6.81억 +US$5484만 66 0.84% 증가
289
Marex Group
Marex Group
US$6.64억 +US$4.9억 46 2.82% 증가
290
Nissay Asset Management
Nissay Asset Management
Japan
US$6.64억 +US$1.19억 27 2.8% 증가
291
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$6.62억 -US$3.74억 3 1.56% 축소
292
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
US$6.62억 +US$2376만 13 5.85% 증가
293
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
US$6.61억 +US$2.36억 16 8.53% 증가
294
MetLife Investment Management
MetLife Investment Management
New Jersey
US$6.6억 -US$2646만 82 2.99% 축소
295
Heard Capital LLC
Heard Capital LLC
Illinois
US$6.59억 +US$7008만 4 28.2% 증가
296
Great Lakes Advisors
Great Lakes Advisors
Illinois
US$6.56억 +US$355만 27 4.99% 증가
297
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
US$6.47억 +US$2.91억 12 1.96% 증가
298
Clear Street
Clear Street
New York
US$6.47억 +US$2.81억 18 1.64% 증가
299
Los Angeles Capital Management
Los Angeles Capital Management
California
US$6.42억 -US$1.74억 63 2.36% 축소
300
Resona Asset Management
Resona Asset Management
Japan
US$6.37억 -US$2563만 24 2.99% 축소