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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
551
Flossbach Von Storch
Flossbach Von Storch
Germany
US$2.22억 -US$3822만 1 1.01% 축소
552
Analog Century Management
Analog Century Management
New York
US$2.22억 +US$4797만 2 8.13% 증가
553
C WorldWide Group
C WorldWide Group
Denmark
US$2.22억 -US$5325만 2 5.34% 축소
554
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
US$2.21억 +US$6001만 9 3.54% 증가
555
Meyer Handelman Company
Meyer Handelman Company
New York
US$2.21억 +US$4.05억 8 6.26% 증가
556
River Road Asset Management
River Road Asset Management
Kentucky
US$2.21억 +US$3595만 4 2.45% 증가
557
Wedge Capital Management
Wedge Capital Management
North Carolina
US$2.2억 +US$343만 14 3.63% 증가
558
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
US$2.19억 +US$4068만 14 1.4% 증가
559
Banco Santander
Banco Santander
Spain
US$2.19억 +US$2554만 16 1.36% 증가
560
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
US$2.18억 -US$1641만 15 2.6% 축소
561
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
US$2.18억 -US$2.42억 10 0.81% 축소
562
Insight Holdings Group
Insight Holdings Group
New York
US$2.18억 +US$2.77억 3 16.55% 증가
563
Redwood Capital Management
Redwood Capital Management
New York
US$2.18억 +US$1.66억 2 23.48% 신규
564
GCM
Goanna Capital Management
Florida
US$2.18억 +US$2.16억 1 97.37% 신규
565
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
US$2.16억 +US$2511만 1 2.09% 증가
566
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
US$2.14억 +US$1849만 34 2.59% 증가
567
Americana Partners
Americana Partners
Texas
US$2.14억 +US$2863만 22 4.82% 증가
568
HC
Henshaw Capital
Massachusetts
US$2.12억 -US$1269만 10 6.89% 축소
569
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$2.12억 -US$750만 17 1.68% 축소
570
Appaloosa LP
Appaloosa LP
New Jersey
US$2.12억 +US$8190만 2 2.74% 증가
571
Prospera Financial Services
Prospera Financial Services
Texas
US$2.11억 +US$507만 35 3.07% 증가
572
SCM
Silvant Capital Management
Georgia
US$2.1억 +US$2998만 18 6.1% 증가
573
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
US$2.08억 -US$1189만 12 3.46% 축소
574
OP Asset Management
OP Asset Management
US$2.07억 -US$6652만 21 2.21% 축소
575
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
US$2.07억 +US$341만 44 3.07% 증가