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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
426
D.A. Davidson & Co
D.A. Davidson & Co
Montana
US$3.41억 +US$879만 30 1.89% 증가
427
Markel Group
Markel Group
Virginia
US$3.39억 US$0 6 2.58% 유지됨
428
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
US$3.38억 +US$5564만 87 1.73% 증가
429
Local Pensions Partnership Investment
Local Pensions Partnership Investment
United Kingdom
US$3.37억 -US$2314만 2 7.07% 축소
430
IFM Investors
IFM Investors
Australia
US$3.33억 +US$5188만 22 2.2% 증가
431
LMR Partners
LMR Partners
United Kingdom
US$3.32억 +US$2.13억 27 1.24% 증가
432
Hyperion Asset Management
Hyperion Asset Management
Australia
US$3.31억 +US$2.18억 2 8.77% 증가
433
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$3.3억 -US$1.21억 18 1.19% 축소
434
Channing Capital Management
Channing Capital Management
Illinois
US$3.29억 +US$2055만 5 7.58% 증가
435
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
US$3.29억 +US$2.93억 7 5.67% 증가
436
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$3.27억 -US$7440만 9 2.62% 축소
437
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
US$3.26억 -US$1056만 13 0.77% 축소
438
Whittier Trust
Whittier Trust
California
US$3.25억 +US$1811만 40 3.15% 증가
439
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$3.24억 +US$4394만 10 1.55% 증가
440
AIC
AWM Investment Company
New York
US$3.24억 -US$3628만 12 28.11% 축소
441
OFI Invest Asset Management
OFI Invest Asset Management
France
US$3.23억 +US$1.62억 8 3.23% 증가
442
Donaldson Capital Management
Donaldson Capital Management
Indiana
US$3.23억 +US$565만 14 9.23% 증가
443
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
US$3.23억 +US$864만 62 2.65% 증가
444
INTECH Investment Management
INTECH Investment Management
Florida
US$3.21억 +US$315만 56 2.95% 증가
445
Bowen Hanes & Co
Bowen Hanes & Co
Florida
US$3.21억 US$0 8 7.81% 유지됨
446
GE Investment Management
GE Investment Management
Connecticut
US$3.2억 US$0 1 99.74% 유지됨
447
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
US$3.19억 +US$2678만 39 3.31% 증가
448
Kennedy Capital Management
Kennedy Capital Management
Missouri
US$3.18억 -US$2314만 20 5.63% 축소
449
Madison Asset Management
Madison Asset Management
Wisconsin
US$3.17억 +US$1058만 11 3.78% 증가
450
Jain Global
Jain Global
New York
US$3.17억 -US$9713만 40 1.25% 축소