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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
126
Russell Investments Group
Russell Investments Group
United Kingdom
US$23억 +US$2.87억 93 2.02% 증가
127
Temasek Holdings
Temasek Holdings
Singapore
US$22.9억 +US$17.5억 7 6.15% 증가
128
Renaissance Technologies
Renaissance Technologies
New York
US$22.5억 +US$2.08억 69 3.1% 증가
129
Harvard Management Company
Harvard Management Company
Massachusetts
US$22.1억 +US$22억 1 51.84% 신규
130
Fidelity International
Fidelity International
Bermuda
US$21.8억 -US$3882만 42 1.57% 축소
131
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$21.8억 +US$3804만 72 1.7% 증가
132
Jones Financial Companies
Jones Financial Companies
Missouri
US$21억 +US$4653만 103 0.84% 증가
133
Holocene Advisors
Holocene Advisors
New York
US$20.7억 +US$2.2억 23 4.67% 증가
134
Quantinno Capital Management
Quantinno Capital Management
New York
US$20.5억 +US$3.03억 70 2.47% 증가
135
ARK Investment Management
ARK Investment Management
Florida
US$20.4억 +US$8.11억 20 13.22% 증가
136
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$19.9억 -US$9069만 52 3.34% 축소
137
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
US$19.6억 +US$7395만 41 2.94% 증가
138
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$19.5억 +US$1.3억 50 2.43% 증가
139
Allianz Asset Management
Allianz Asset Management
Germany
US$19.3억 +US$3.2억 40 1.57% 증가
140
TD Asset Management
TD Asset Management
Ontario, Canada
US$19.2억 -US$3.57억 44 1.66% 축소
141
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$18.9억 +US$5932만 63 3.14% 증가
142
StepStone Group
StepStone Group
California
US$18.9억 +US$18.2억 3 87.51% 증가
143
Allspring Global Investments
Allspring Global Investments
North Carolina
US$18.4억 +US$1807만 49 2.81% 증가
144
TCM
Tao Capital Management
California
US$18.2억 +US$18억 1 93.75% 증가
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$18.2억 +US$1.37억 70 3.66% 증가
146
Prudential Financial
Prudential Financial
New Jersey
US$17.8억 -US$2억 65 1.94% 축소
147
Marshall Wace
Marshall Wace
United Kingdom
US$17.3억 +US$1.28억 67 1.37% 증가
148
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$17.2억 -US$6.07억 34 4.92% 축소
149
Winslow Capital Management
Winslow Capital Management
Minnesota
US$17.1억 +US$2468만 5 5.89% 증가
150
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$16.9억 +US$101만 24 2.41% 증가