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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
476
IMC Chicago
IMC Chicago
Illinois
US$2.86억 +US$1.69억 51 0.07% 증가
477
Capstone Investment Advisors
Capstone Investment Advisors
New York
US$2.85억 +US$1.7억 28 0.53% 증가
478
Verition Fund Management
Verition Fund Management
Connecticut
US$2.85억 +US$6126만 30 1.45% 증가
479
Pinnacle Associates
Pinnacle Associates
New York
US$2.84억 +US$1851만 29 3.1% 증가
480
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$2.84억 -US$1518만 54 2.82% 축소
481
Davenport & Co
Davenport & Co
Virginia
US$2.83억 -US$2695만 28 1.39% 축소
482
Guggenheim Capital
Guggenheim Capital
Illinois
US$2.83억 +US$2406만 38 1.78% 증가
483
PointState Capital
PointState Capital
New York
US$2.83억 +US$2.74억 1 3.62% 신규
484
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
US$2.83억 -US$1180만 13 9.93% 축소
485
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
US$2.81억 +US$1691만 14 3.43% 증가
486
One Madison Group
One Madison Group
New York
US$2.8억 +US$2337만 6 26.88% 증가
487
Ninety One (UK)
Ninety One (UK)
United Kingdom
US$2.79억 -US$1590만 2 0.62% 축소
488
RIT Capital Partners
RIT Capital Partners
United Kingdom
US$2.79억 +US$2.78억 1 44.96% 신규
489
Confluence Investment Management
Confluence Investment Management
Missouri
US$2.79억 -US$303만 6 4.36% 축소
490
Oppenheimer & Co
Oppenheimer & Co
New York
US$2.78억 -US$796만 42 2.97% 축소
491
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
US$2.78억 +US$1517만 43 3% 증가
492
Bridgewater Associates
Bridgewater Associates
Connecticut
US$2.77억 +US$2121만 37 1.14% 증가
493
Capital International Sarl
Capital International Sarl
California
US$2.77억 -US$3180만 13 3.92% 축소
494
Rakuten Investment Management
Rakuten Investment Management
Japan
US$2.76억 +US$6461만 14 0.8% 증가
495
RIM
Rovida Investment Management
Cayman Islands
US$2.75억 +US$4783만 3 18.75% 증가
496
Mediolanum International Funds
Mediolanum International Funds
Ireland
US$2.75억 +US$2993만 14 2.35% 증가
497
Vinva Investment Management
Vinva Investment Management
Australia
US$2.74억 +US$1.18억 17 1.82% 증가
498
Welch & Forbes
Welch & Forbes
Massachusetts
US$2.74억 -US$420만 15 3.33% 축소
499
HM Payson & Co
HM Payson & Co
Maine
US$2.72억 +US$1276만 37 3.6% 증가
500
Longaeva Partners
Longaeva Partners
Illinois
US$2.71억 +US$2.39억 14 5.93% 증가