← 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
451
Oberweis Asset Management
Oberweis Asset Management
Illinois
US$3.17억 +US$3318만 9 6.55% 증가
452
Browning West
Browning West
California
US$3.16억 -US$34.6만 1 18.69% 축소
453
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$3.16억 -US$1977만 28 3.12% 축소
454
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
US$3.11억 +US$6752만 26 2.68% 증가
455
PHAM
Pacific Heights Asset Management
California
US$3.09억 +US$1427만 4 9.8% 증가
456
Artemis Investment Management
Artemis Investment Management
United Kingdom
US$3.09억 +US$1584만 5 2.75% 증가
457
Utah Retirement Systems
Utah Retirement Systems
Utah
US$3.07억 -US$1252만 38 2.92% 축소
458
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$3.07억 +US$1078만 21 4.05% 증가
459
MAI Capital Management
MAI Capital Management
Ohio
US$3.06억 +US$3759만 40 1.15% 증가
460
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
US$3.06억 +US$923만 21 1.92% 증가
461
Atalan Capital Partners
Atalan Capital Partners
New York
US$3.06억 +US$4300만 2 18.76% 증가
462
Arax Advisory Partners
Arax Advisory Partners
Colorado
US$3.04억 +US$2.59억 93 2.02% 증가
463
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
US$3.04억 +US$3.02억 1 3.09% 신규
464
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
US$3억 +US$1.38억 25 5.64% 증가
465
QRG Capital Management
QRG Capital Management
Illinois
US$3억 +US$2496만 33 2.46% 증가
466
Advisors Asset Management
Advisors Asset Management
Colorado
US$3억 -US$467만 45 4.57% 축소
467
Quadrature Capital
Quadrature Capital
United Kingdom
US$2.99억 -US$606만 34 2.56% 축소
468
Park Avenue Securities
Park Avenue Securities
New York
US$2.98억 +US$1.62억 37 1.86% 증가
469
Polen Capital Management
Polen Capital Management
Florida
US$2.97억 +US$2.16억 13 2.56% 증가
470
AE Industrial Partners
AE Industrial Partners
Florida
US$2.96억 -US$4.22억 2 21.65% 축소
471
USS Investment Management
USS Investment Management
United Kingdom
US$2.96억 +US$8231만 17 1.06% 증가
472
Wealthfront Advisers
Wealthfront Advisers
California
US$2.92억 -US$72.8만 33 0.56% 축소
473
MC
Maplelane Capital
New York
US$2.9억 +US$2.51억 2 5.26% 증가
474
AKO Capital
AKO Capital
United Kingdom
US$2.88억 -US$7058만 1 6.72% 축소
475
Mizuho Markets Americas
Mizuho Markets Americas
New York
US$2.86억 -US$2854만 6 4.49% 축소