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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
701
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
US$1.38억 -US$175만 22 0.95% 축소
702
Granahan Investment Management
Granahan Investment Management
Massachusetts
US$1.37억 -US$1037만 9 4.89% 축소
703
Aware Super
Aware Super
Australia
US$1.37억 +US$1479만 10 1.94% 증가
704
Tremblant Capital Group
Tremblant Capital Group
Florida
US$1.37억 +US$1569만 3 3.94% 증가
705
Atwood & Palmer
Atwood & Palmer
Missouri
US$1.37억 +US$11.5만 16 7.3% 증가
706
AO
Allen Operations
New York
US$1.36억 +US$160만 4 18.9% 증가
707
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
US$1.36억 -US$1020만 11 3.39% 축소
708
Citizens Financial Group
Citizens Financial Group
Rhode Island
US$1.36억 +US$223만 29 1.64% 증가
709
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
US$1.36억 +US$2132만 20 2.43% 증가
710
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
US$1.36억 +US$885만 36 3.41% 증가
711
Cooke & Bieler
Cooke & Bieler
Pennsylvania
US$1.35억 -US$1129만 1 1.56% 축소
712
Hill City Capital
Hill City Capital
Massachusetts
US$1.35억 +US$1560만 1 3.14% 증가
713
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
US$1.34억 +US$4227만 14 1.72% 증가
714
SBI Securities
SBI Securities
Japan
US$1.34억 +US$1553만 100 3.04% 증가
715
Suvretta Capital Management
Suvretta Capital Management
New York
US$1.33억 +US$1719만 2 2.44% 증가
716
Norinchukin Bank
Norinchukin Bank
Japan
US$1.33억 +US$22.7만 17 1.3% 증가
717
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
US$1.33억 +US$7554만 17 1.15% 증가
718
Bridgeway Capital Management
Bridgeway Capital Management
Texas
US$1.33억 -US$1292만 24 2.33% 축소
719
SFG
Sather Financial Group
Texas
US$1.32억 +US$3333만 7 7.6% 증가
720
Callan Family Office
Callan Family Office
Pennsylvania
US$1.32억 +US$508만 41 2.59% 증가
721
Falcon Wealth Planning
Falcon Wealth Planning
California
US$1.32억 -US$16.5만 9 8.34% 축소
722
Gates Capital Management
Gates Capital Management
New York
US$1.31억 -US$3888만 2 3.15% 축소
723
Mizuho Securities USA
Mizuho Securities USA
New York
US$1.31억 +US$2083만 14 2.11% 증가
724
WAM
WT Asset Management
Hong Kong
US$1.3억 +US$1.29억 1 2.58% 신규
725
Salem Investment Counselors
Salem Investment Counselors
North Carolina
US$1.3억 -US$398만 32 3.23% 축소