← 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
1676
Faithward Advisors
Faithward Advisors
Pennsylvania
US$2505만 -US$129만 11 3.06% 축소
1677
SCM
Steadfast Capital Management
New York
US$2505만 +US$2490만 1 0.77% 신규
1678
Uncommon Cents Investing
Uncommon Cents Investing
Wisconsin
US$2499만 -US$2.64만 10 5.41% 축소
1679
Howard Capital Management
Howard Capital Management
Georgia
US$2497만 +US$1233만 15 0.3% 증가
1680
Cynosure Group
Cynosure Group
Utah
US$2495만 +US$168만 8 3.75% 증가
1681
Parisi Gray Wealth Management
Parisi Gray Wealth Management
New Jersey
US$2489만 +US$119만 16 5.11% 증가
1682
Edgemoor Investment Advisors
Edgemoor Investment Advisors
Maryland
US$2485만 +US$274만 6 1.7% 증가
1683
Professional Advisory Services
Professional Advisory Services
Florida
US$2483만 +US$116만 3 2.97% 증가
1684
Evelyn Partners
Evelyn Partners
US$2482만 +US$2509만 16 0.05% 신규
1685
AIS
AM Investment Strategies
Tennessee
US$2480만 +US$48.5만 7 4.76% 증가
1686
CCM
Cohen Capital Management
California
US$2479만 +US$2.47만 7 3.37% 증가
1687
180 Wealth Advisors
180 Wealth Advisors
Washington
US$2476만 -US$86.8만 15 2.48% 축소
1688
Prosperity Consulting Group
Prosperity Consulting Group
Maryland
US$2474만 +US$1311만 13 0.94% 증가
1689
Contravisory Investment Management
Contravisory Investment Management
Massachusetts
US$2472만 -US$666만 16 4.37% 축소
1690
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
US$2471만 +US$31.1만 13 1.44% 증가
1691
Nan Fung Trinity
Nan Fung Trinity
Hong Kong
US$2454만 +US$575만 2 2.42% 증가
1692
Sunriver Management
Sunriver Management
Connecticut
US$2454만 -US$1843만 1 3.85% 축소
1693
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
US$2451만 +US$14.9만 13 0.43% 증가
1694
LCM
Lionhunter Capital Management
New York
US$2449만 +US$2429만 6 11.04% 신규
1695
BCM
Birmingham Capital Management
Alabama
US$2448만 +US$18.7만 7 9.31% 증가
1696
WAM
Werlinich Asset Management
Connecticut
US$2448만 +US$91.5만 11 9.35% 증가
1697
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
US$2445만 +US$215만 15 0.86% 증가
1698
SONA Asset Management (US)
SONA Asset Management (US)
New York
US$2445만 +US$1702만 1 0.51% 증가
1699
Bayberry Capital Partners
Bayberry Capital Partners
New York
US$2441만 -US$1153만 2 8.41% 축소
1700
L & S Advisors
L & S Advisors
California
US$2438만 -US$1597만 10 2.52% 축소