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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
801
GF Fund Management
GF Fund Management
China
US$1.08억 +US$1044만 7 1.3% 증가
802
Senvest Management
Senvest Management
New York
US$1.08억 -US$3646만 3 3.17% 축소
803
Hantz Financial Services
Hantz Financial Services
Michigan
US$1.08억 -US$796만 53 1.46% 축소
804
Canal Insurance Company
Canal Insurance Company
South Carolina
US$1.08억 +US$224만 13 23.56% 증가
805
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
US$1.07억 +US$14.2만 35 1.26% 증가
806
Broad Bay Capital Management
Broad Bay Capital Management
New York
US$1.07억 -US$811만 1 10.01% 축소
807
Vise Technologies
Vise Technologies
New York
US$1.07억 +US$4046만 41 1.21% 증가
808
Cannell & Spears
Cannell & Spears
New York
US$1.07억 -US$346만 15 1.9% 축소
809
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
US$1.06억 -US$494만 18 0.71% 축소
810
RIA
RPG Investment Advisory
California
US$1.06억 +US$178만 8 10.87% 증가
811
Ranger Investment Management
Ranger Investment Management
Texas
US$1.06억 +US$826만 5 6.68% 증가
812
PCM
Palestra Capital Management
New York
US$1.05억 +US$9074만 1 3.57% 신규
813
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
US$1.05억 -US$7243만 5 3.58% 축소
814
Reinhart Partners
Reinhart Partners
Wisconsin
US$1.05억 -US$257만 1 2.39% 축소
815
Moran Wealth Management
Moran Wealth Management
Florida
US$1.04억 -US$437만 17 2.85% 축소
816
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja
US$1.04억 +US$431만 13 3.95% 증가
817
Choreo LLC
Choreo LLC
Illinois
US$1.03억 +US$24.8만 38 1.14% 증가
818
Palisade Capital Management
Palisade Capital Management
New Jersey
US$1.03억 -US$3023만 10 4.49% 축소
819
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
US$1.03억 -US$1999만 13 3.39% 축소
820
Epoch Investment Partners
Epoch Investment Partners
New York
US$1.03억 -US$6191만 5 0.58% 축소
821
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
US$1.03억 -US$198만 8 0.77% 축소
822
Cary Street Partners
Cary Street Partners
Virginia
US$1.02억 +US$1447만 24 2.23% 증가
823
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
US$1.02억 -US$340만 13 1.16% 축소
824
SEB Asset Management
SEB Asset Management
US$1.02억 +US$5740만 21 0.38% 증가
825
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
US$1.01억 +US$2489만 77 3.78% 증가