← 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
601
Giverny Capital
Giverny Capital
Quebec, Canada
US$1.9억 -US$73.9만 1 6.38% 축소
602
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
US$1.89억 +US$445만 20 2.18% 증가
603
SFA
Spectrum Financial Alliance
Kentucky
US$1.89억 +US$1253만 3 27.79% 증가
604
Cardano Risk Management
Cardano Risk Management
Netherlands
US$1.88억 +US$1.03억 2 1.45% 증가
605
Edenbrook Capital
Edenbrook Capital
New York
US$1.88억 +US$244만 2 37.9% 증가
606
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
US$1.87억 +US$2331만 40 1.59% 증가
607
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
US$1.86억 +US$3380만 4 4.25% 증가
608
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
US$1.86억 +US$2923만 3 5.05% 증가
609
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$1.84억 +US$491만 1 3.31% 증가
610
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
US$1.84억 +US$4441만 40 3.63% 증가
611
Allstate Corporation
Allstate Corporation
Illinois
US$1.83억 -US$3821만 44 1.83% 축소
612
ARS Investment Partners
ARS Investment Partners
New York
US$1.83억 +US$4835만 15 8% 증가
613
Schwartz Investment Counsel
Schwartz Investment Counsel
Michigan
US$1.83억 +US$142만 4 6.06% 증가
614
Ancora Advisors
Ancora Advisors
Ohio
US$1.83억 -US$1338만 44 3.52% 축소
615
Weiss Asset Management
Weiss Asset Management
Massachusetts
US$1.82억 +US$9678만 18 1.91% 증가
616
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
US$1.82억 +US$1459만 24 1.79% 증가
617
Ophir Asset Management
Ophir Asset Management
Australia
US$1.82억 -US$3862만 4 14.93% 축소
618
Harding Loevner
Harding Loevner
New Jersey
US$1.81억 -US$5176만 4 1.7% 축소
619
Bond Capital Management
Bond Capital Management
California
US$1.81억 +US$1.8억 1 59.18% 신규
620
Stephens Inc
Stephens Inc
Arkansas
US$1.8억 +US$216만 36 2.02% 증가
621
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
US$1.8억 +US$9606만 18 1.94% 증가
622
UNICOM Systems
UNICOM Systems
Nevada
US$1.75억 +US$962만 3 11.43% 증가
623
AH
Allen Holding
New York
US$1.75억 US$0 1 17.26% 유지됨
624
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
US$1.74억 -US$62.4만 19 1.27% 축소
625
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$1.74억 +US$1574만 1 9.76% 증가