← 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
901
Wedbush Securities
Wedbush Securities
California
US$8576만 +US$660만 33 2.21% 증가
902
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
US$8557만 +US$532만 32 2% 증가
903
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
US$8532만 -US$2794만 6 0.88% 축소
904
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
US$8506만 +US$85.2만 32 0.72% 증가
905
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
US$8503만 -US$86.9만 12 2.87% 축소
906
Argent Trust Co
Argent Trust Co
Tennessee
US$8469만 +US$260만 19 2.45% 증가
907
Oaktree Capital Management
Oaktree Capital Management
California
US$8466만 +US$4125만 2 1.17% 증가
908
Stansberry Asset Management
Stansberry Asset Management
Texas
US$8459만 +US$2532만 6 7.75% 증가
909
CRCM
Cat Rock Capital Management
Connecticut
US$8437만 +US$2119만 1 19.57% 증가
910
Tempo Wealth
Tempo Wealth
Ohio
US$8428만 -US$1544만 11 12.48% 축소
911
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
US$8423만 -US$777만 1 1.24% 축소
912
Sapient Capital
Sapient Capital
Indiana
US$8422만 -US$4290만 14 1.1% 축소
913
AP
Archon Partners
New Jersey
US$8418만 +US$277만 5 8.99% 증가
914
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
US$8406만 -US$51.1만 16 1.32% 축소
915
Eagle Global Advisors
Eagle Global Advisors
Texas
US$8396만 -US$8.08만 9 2.78% 축소
916
OWIM
Old West Investment Management
California
US$8326만 +US$1813만 13 8.82% 증가
917
Starboard Value
Starboard Value
New York
US$8311만 -US$6365만 1 1.84% 축소
918
SteelPeak Wealth
SteelPeak Wealth
California
US$8307만 +US$670만 25 2.15% 증가
919
Perigon Wealth Management
Perigon Wealth Management
California
US$8269만 -US$7.28만 31 1.3% 축소
920
Bleakley Financial Group
Bleakley Financial Group
New Jersey
US$8266만 +US$1414만 18 1.05% 증가
921
TOTUOP
Trustees of The University of Pennsylvania
Pennsylvania
US$8250만 -US$1940만 1 79.14% 축소
922
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
US$8154만 -US$781만 105 2% 축소
923
Peregrine Capital Management
Peregrine Capital Management
Minnesota
US$8150만 -US$1516만 8 2.65% 축소
924
Mar Vista Investment Partners
Mar Vista Investment Partners
California
US$8101만 -US$3308만 3 8.06% 축소
925
AIA Group
AIA Group
Hong Kong
US$8090만 -US$3395만 11 1.02% 축소