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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
826
VARA
Value Aligned Research Advisors
New Jersey
US$1.01억 +US$1억 1 0.25% 신규
827
Mark Asset Management
Mark Asset Management
New York
US$1.01억 +US$272만 4 6.78% 증가
828
New Age Alpha Advisors
New Age Alpha Advisors
New York
US$1.01억 +US$68.2만 32 4.26% 증가
829
Perpetual Ltd
Perpetual Ltd
Australia
US$1억 +US$6435만 13 1.43% 증가
830
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
US$1억 +US$1446만 3 2.9% 증가
831
Blue Grotto Capital
Blue Grotto Capital
Georgia
US$9973만 +US$2815만 2 8.32% 증가
832
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
US$9966만 +US$2225만 1 1.47% 증가
833
CapWealth Advisors
CapWealth Advisors
Tennessee
US$9961만 +US$57.5만 5 6.83% 증가
834
Next Century Growth Investors
Next Century Growth Investors
Minnesota
US$9938만 -US$1712만 10 5.27% 축소
835
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
US$9927만 -US$22만 13 2.36% 축소
836
MGO One Seven
MGO One Seven
Ohio
US$9899만 +US$886만 34 1.64% 증가
837
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
US$9890만 +US$314만 11 3.36% 증가
838
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
US$9884만 -US$1675만 7 0.76% 축소
839
Baker Avenue Asset Management
Baker Avenue Asset Management
California
US$9871만 +US$338만 20 1.87% 증가
840
Castleark Management
Castleark Management
Illinois
US$9862만 +US$1636만 14 2.66% 증가
841
Quilter Plc
Quilter Plc
United Kingdom
US$9845만 +US$1387만 6 1.48% 증가
842
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
US$9813만 +US$161만 14 4.26% 증가
843
Rivermont Capital Management
Rivermont Capital Management
New York
US$9708만 +US$3407만 2 13.77% 증가
844
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
US$9704만 +US$1496만 5 9.04% 증가
845
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
US$9699만 -US$6612만 21 0.6% 축소
846
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
US$9612만 -US$704만 15 2.73% 축소
847
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
US$9509만 -US$3752만 2 9.41% 축소
848
Thornburg Investment Management
Thornburg Investment Management
New Mexico
US$9503만 -US$5192만 5 0.91% 축소
849
Ostrum Asset Management
Ostrum Asset Management
France
US$9493만 -US$162만 17 4.57% 축소
850
ABN AMRO Bank
ABN AMRO Bank
Netherlands
US$9434만 +US$8265만 10 1.22% 증가