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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
751
J. Stern & Co
J. Stern & Co
United Kingdom
US$1.22억 +US$235만 5 11.51% 증가
752
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
US$1.21억 -US$2.3억 18 3.01% 축소
753
Lee, Danner & Bass
Lee, Danner & Bass
Tennessee
US$1.21억 +US$267만 11 6.96% 증가
754
J.W. Cole Advisors
J.W. Cole Advisors
Florida
US$1.21억 +US$7271만 33 2.07% 증가
755
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
US$1.19억 -US$2654만 18 2.39% 축소
756
Causeway Capital Management
Causeway Capital Management
California
US$1.19억 -US$76.8만 2 1.29% 축소
757
Granite Investment Partners
Granite Investment Partners
California
US$1.19억 +US$2406만 25 6.08% 증가
758
OpenArc Corporate Advisory
OpenArc Corporate Advisory
Georgia
US$1.19억 +US$441만 26 1.41% 증가
759
Brookstone Capital Management
Brookstone Capital Management
Illinois
US$1.18억 -US$1396만 28 1.19% 축소
760
NewEdge Wealth
NewEdge Wealth
Pennsylvania
US$1.18억 +US$766만 29 1.18% 증가
761
Burney Company
Burney Company
Virginia
US$1.18억 -US$916만 23 3.18% 축소
762
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
US$1.18억 +US$3402만 16 7.5% 증가
763
AdviceOne Advisory Services
AdviceOne Advisory Services
Connecticut
US$1.17억 +US$540만 5 66.26% 증가
764
Optiver Holding
Optiver Holding
Netherlands
US$1.17억 +US$5501만 21 0.03% 증가
765
Zimmer Partners
Zimmer Partners
New York
US$1.17억 -US$1.11억 8 2.69% 축소
766
Vaughan David Investments
Vaughan David Investments
Illinois
US$1.17억 -US$7.12만 9 2.32% 축소
767
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
US$1.17억 -US$1918만 29 0.86% 축소
768
South Dakota Investment Council
South Dakota Investment Council
South Dakota
US$1.16억 -US$904만 23 1.99% 축소
769
Manning & Napier Advisors
Manning & Napier Advisors
New York
US$1.15억 +US$255만 19 1.48% 증가
770
Aristotle Capital Boston
Aristotle Capital Boston
Massachusetts
US$1.15억 -US$4415만 7 7.7% 축소
771
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
US$1.15억 -US$276만 11 3.68% 축소
772
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
US$1.15억 +US$4320만 1 0.48% 증가
773
Summit Financial
Summit Financial
New Jersey
US$1.15억 +US$1004만 32 1.26% 증가
774
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
US$1.14억 -US$667만 16 2.26% 축소
775
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
US$1.14억 -US$3655만 15 4.75% 축소