← 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
351
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$4.97억 -US$2135만 76 1.55% 축소
352
M&T Bank
M&T Bank
New York
US$4.95억 +US$58.6만 49 1.45% 증가
353
Tredje AP-fonden
Tredje AP-fonden
Sweden
US$4.95억 +US$2503만 15 2.24% 증가
354
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
US$4.94억 -US$2102만 18 2.48% 축소
355
Altshuler Shaham
Altshuler Shaham
Israel
US$4.92억 +US$1.39억 12 6.12% 증가
356
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
US$4.91억 +US$5692만 21 5.82% 증가
357
Walleye Capital
Walleye Capital
New York
US$4.86억 +US$1.33억 57 1.74% 증가
358
Carronade Capital Management
Carronade Capital Management
Connecticut
US$4.85억 +US$1.44억 1 8.4% 증가
359
JANA Partners Management
JANA Partners Management
New York
US$4.84억 -US$1415만 1 25.46% 축소
360
Xponance
Xponance
Pennsylvania
US$4.83억 +US$4013만 60 2.96% 증가
361
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
US$4.82억 +US$2.13억 18 5.05% 증가
362
Y.D. More Investments
Y.D. More Investments
Israel
US$4.79억 -US$5821만 24 14.9% 축소
363
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$4.74억 -US$2976만 43 2.3% 축소
364
Maren Capital
Maren Capital
Illinois
US$4.69억 +US$2943만 2 21.76% 증가
365
Amalgamated Bank
Amalgamated Bank
New York
US$4.69억 -US$536만 50 3.24% 축소
366
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
US$4.62억 -US$699만 16 2.52% 축소
367
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$4.56억 +US$4523만 43 2.72% 증가
368
Life Cycle Investment Partners
Life Cycle Investment Partners
US$4.55억 +US$8760만 6 2.12% 증가
369
Frontier Capital Management
Frontier Capital Management
Massachusetts
US$4.5억 -US$2451만 15 4.2% 축소
370
EULAV Asset Management
EULAV Asset Management
Florida
US$4.5억 -US$1150만 10 14.37% 축소
371
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
US$4.49억 +US$1.33억 43 1.97% 증가
372
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
US$4.49억 -US$5191만 55 2.07% 축소
373
Westwood Holdings Group
Westwood Holdings Group
Texas
US$4.48억 -US$3311만 21 3.38% 축소
374
Emerald Advisers
Emerald Advisers
Pennsylvania
US$4.45억 -US$3559만 17 10.48% 축소
375
Empowered Funds
Empowered Funds
Pennsylvania
US$4.37억 -US$9205만 48 2.3% 축소