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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
326
Sanctuary Advisors
Sanctuary Advisors
Indiana
US$5.57억 +US$3269만 56 2.58% 증가
327
Lone Pine Capital
Lone Pine Capital
Connecticut
US$5.5억 +US$4.33억 2 3.36% 증가
328
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$5.48억 -US$1546만 14 4.73% 축소
329
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$5.48억 +US$7787만 22 1.76% 증가
330
LBP AM
LBP AM
France
US$5.48억 +US$1.98억 24 5.48% 증가
331
Rathbones Group
Rathbones Group
United Kingdom
US$5.47억 +US$5730만 17 2.02% 증가
332
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
US$5.43억 +US$1632만 6 4.97% 증가
333
Zacks Investment Management
Zacks Investment Management
Illinois
US$5.42억 +US$327만 24 3.86% 증가
334
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$5.42억 -US$3330만 37 3.55% 축소
335
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
US$5.32억 +US$3.09억 44 3.43% 증가
336
GGHC
Gilder Gagnon Howe & Co
New York
US$5.3억 +US$4891만 20 5.47% 증가
337
APG Asset Management
APG Asset Management
Netherlands
US$5.28억 +US$1.39억 8 1.3% 증가
338
Nykredit A/S
Nykredit A/S
Denmark
US$5.28억 +US$5.12억 61 2.01% 신규
339
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$5.22억 -US$246만 3 3.1% 축소
340
Swiss Life Asset Management
Swiss Life Asset Management
US$5.22억 +US$4191만 53 2.16% 증가
341
Czech National Bank
Czech National Bank
Czech Republic
US$5.15억 +US$2179만 16 2.81% 증가
342
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
US$5.15억 +US$3383만 67 0.27% 증가
343
TCW Group
TCW Group
California
US$5.15억 +US$3344만 25 3.46% 증가
344
NewEdge Advisors
NewEdge Advisors
Louisiana
US$5.12억 +US$5440만 82 1.52% 증가
345
Findlay Park Partners
Findlay Park Partners
United Kingdom
US$5.09억 +US$4902만 2 6.88% 증가
346
Port Capital
Port Capital
Illinois
US$5.07억 -US$158만 4 20.71% 축소
347
Cullen Capital Management
Cullen Capital Management
New York
US$5.07억 +US$9.7만 5 4.98% 증가
348
&Partners
&Partners
Tennessee
US$5.04억 +US$5351만 52 2.07% 증가
349
Calamos Advisors
Calamos Advisors
Illinois
US$5.03억 -US$5835만 25 1.67% 축소
350
Seven Grand Managers
Seven Grand Managers
New York
US$5.02억 +US$3.7억 13 20.2% 증가