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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
376
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
US$4.35억 +US$4251만 52 2.17% 증가
377
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
US$4.33억 +US$1460만 22 2.99% 증가
378
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
US$4.29억 -US$6351만 6 9.33% 축소
379
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
US$4.26억 +US$933만 86 3.2% 증가
380
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
US$4.26억 -US$6084만 1 7.21% 축소
381
CIBC World Market
CIBC World Market
Ontario, Canada
US$4.25억 +US$7305만 38 0.68% 증가
382
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$4.25억 +US$2366만 48 2.89% 증가
383
TimesSquare Capital Management
TimesSquare Capital Management
New York
US$4.19억 -US$4375만 8 6.17% 축소
384
AGF Management
AGF Management
Ontario, Canada
US$4.19억 -US$4.61억 17 1.63% 축소
385
Liberty Street Advisors
Liberty Street Advisors
New York
US$4.19억 +US$4.11억 1 82.61% 증가
386
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
US$4.19억 +US$1660만 24 5.93% 증가
387
Yacktman Asset Management
Yacktman Asset Management
Texas
US$4.16억 +US$839만 5 5.15% 증가
388
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$4.16억 -US$1.62억 23 1.83% 축소
389
UniSuper Management
UniSuper Management
Australia
US$4.12억 -US$6133만 21 2.13% 축소
390
Homestead Advisers
Homestead Advisers
Virginia
US$4.11억 -US$2247만 7 10.21% 축소
391
Marsico Capital Management
Marsico Capital Management
Colorado
US$4.06억 -US$5929만 5 10.6% 축소
392
IEQ Capital
IEQ Capital
California
US$4.06억 -US$1.24억 41 1.87% 축소
393
KBC Group
KBC Group
Belgium
US$4.04억 -US$3285만 55 0.87% 축소
394
Douglas Lane & Associates
Douglas Lane & Associates
New York
US$3.97억 +US$331만 7 5.38% 증가
395
Needham Investment Management
Needham Investment Management
New York
US$3.95억 +US$1.02억 23 11.89% 증가
396
Maverick Capital
Maverick Capital
Texas
US$3.93억 -US$1.43억 5 3.47% 축소
397
GA
Greenhaven Associates
New York
US$3.93억 +US$390만 1 4.53% 증가
398
PineBridge Investments
PineBridge Investments
New York
US$3.91억 +US$2824만 19 3.22% 증가
399
Phoenix Financial
Phoenix Financial
Israel
US$3.9억 +US$1.04억 25 2.66% 증가
400
Vontobel Holding
Vontobel Holding
Switzerland
US$3.89억 +US$4891만 41 1.24% 증가