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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
301
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
US$6.36억 +US$6370만 75 1.43% 증가
302
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$6.35억 -US$3.27억 49 0.75% 축소
303
Capital Wealth Planning
Capital Wealth Planning
Florida
US$6.34억 -US$2.8억 10 3.17% 축소
304
Nordea Investment Management
Nordea Investment Management
Sweden
US$6.34억 +US$1855만 14 0.52% 증가
305
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$6.28억 +US$2702만 62 3.16% 증가
306
Wasatch Advisors
Wasatch Advisors
Utah
US$6.23억 +US$1.22억 12 4.07% 증가
307
Tema ETFs
Tema ETFs
New York
US$6.16억 +US$5.57억 31 19.92% 증가
308
Capital International Inc
Capital International Inc
California
US$6.16억 -US$2949만 12 4.32% 축소
309
DnB Asset Management
DnB Asset Management
Norway
US$6.08억 +US$1.12억 37 1.7% 증가
310
Macquarie Group
Macquarie Group
Australia
US$6.07억 +US$1.91억 32 2.62% 증가
311
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
US$5.93억 -US$983만 5 4.03% 축소
312
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$5.92억 +US$1.08억 27 0.83% 증가
313
Empower Advisory Group
Empower Advisory Group
Colorado
US$5.89억 +US$1428만 17 1.41% 증가
314
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
US$5.86억 +US$1.82억 48 2.1% 증가
315
Sands Capital Management
Sands Capital Management
Virginia
US$5.83억 +US$4.46억 6 2.17% 증가
316
Royce & Associates
Royce & Associates
New York
US$5.82억 -US$1605만 29 4.69% 축소
317
GW&K Investment Management
GW&K Investment Management
Massachusetts
US$5.77억 -US$8750만 28 4.51% 축소
318
NEOS Investment Management
NEOS Investment Management
Connecticut
US$5.75억 +US$9090만 17 2.12% 증가
319
Trexquant Investment
Trexquant Investment
Connecticut
US$5.74억 +US$7592만 41 3.38% 증가
320
Skye Global Management
Skye Global Management
Florida
US$5.7억 -US$5065만 2 11.09% 축소
321
Advanced Micro Devices
Advanced Micro Devices
California
US$5.65억 +US$5.62억 1 43.11% 신규
322
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
US$5.64억 +US$45.1만 59 1.49% 증가
323
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$5.63억 -US$7411만 35 2.49% 축소
324
London Company of Virginia
London Company of Virginia
Virginia
US$5.62억 +US$1271만 3 3.21% 증가
325
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
US$5.58억 +US$8783만 45 1.8% 증가