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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
1051
Intermede Investment Partners
Intermede Investment Partners
United Kingdom
US$6200만 -US$1430만 1 2.61% 축소
1052
Cramer Rosenthal McGlynn
Cramer Rosenthal McGlynn
Connecticut
US$6192만 +US$567만 3 3.13% 증가
1053
Windward Capital Management
Windward Capital Management
California
US$6189만 -US$30.5만 3 4.69% 축소
1054
J. Safra Sarasin Holding
J. Safra Sarasin Holding
US$6178만 +US$5491만 25 0.89% 증가
1055
Fidelis Capital Partners
Fidelis Capital Partners
Florida
US$6177만 +US$2675만 20 3.56% 증가
1056
Themes Management Co
Themes Management Co
Connecticut
US$6163만 -US$41.1만 28 40.85% 축소
1057
YCG LLC
YCG LLC
Texas
US$6160만 +US$1973만 1 5.42% 증가
1058
Braun Stacey Associates
Braun Stacey Associates
New York
US$6160만 -US$876만 2 1.75% 축소
1059
Verity & Verity
Verity & Verity
South Carolina
US$6158만 -US$7.55만 4 4.24% 축소
1060
Thames Capital Management
Thames Capital Management
New Jersey
US$6154만 +US$1181만 2 5.06% 증가
1061
Sigma Planning Corp
Sigma Planning Corp
Michigan
US$6141만 +US$218만 29 1.55% 증가
1062
Pier Capital
Pier Capital
Connecticut
US$6140만 +US$949만 10 8.14% 증가
1063
Waters Parkerson & Co
Waters Parkerson & Co
Louisiana
US$6108만 +US$378만 10 3.01% 증가
1064
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
US$6108만 +US$11.9만 28 1.27% 증가
1065
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
US$6097만 +US$1616만 36 1.22% 증가
1066
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
US$6097만 -US$1849만 37 1.36% 축소
1067
Franklin Street Advisors
Franklin Street Advisors
North Carolina
US$6096만 +US$545만 6 3.41% 증가
1068
BFM
Blacksheep Fund Management
Ireland
US$6095만 US$0 1 19.69% 유지됨
1069
Profund Advisors
Profund Advisors
Maryland
US$6094만 +US$711만 32 1.68% 증가
1070
Greenhouse Funds
Greenhouse Funds
Maryland
US$6079만 -US$1678만 1 3.11% 축소
1071
RFG Advisory
RFG Advisory
Alabama
US$6028만 +US$1873만 21 0.94% 증가
1072
Shapiro Capital Management
Shapiro Capital Management
Georgia
US$6020만 +US$3177만 4 3.65% 증가
1073
HBK Investments
HBK Investments
Texas
US$6011만 +US$3438만 7 0.58% 증가
1074
Spirepoint Private Client
Spirepoint Private Client
Florida
US$6009만 +US$601만 16 4.87% 증가
1075
D'Orazio & Associates
D'Orazio & Associates
Virginia
US$6004만 -US$219만 15 6.95% 축소