← 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
151
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$16.6억 -US$1.08억 25 2.33% 축소
152
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
US$16.4억 +US$14.6억 2 70.75% 증가
153
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$16.3억 -US$7908만 48 3.02% 축소
154
Aviva
Aviva
United Kingdom
US$16.3억 +US$9639만 27 2.4% 증가
155
William Blair & Company
William Blair & Company
Illinois
US$16.1억 +US$1.65억 51 4.2% 증가
156
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$16.1억 -US$1.52억 37 1.61% 축소
157
Korea Investment Corp
Korea Investment Corp
South Korea
US$15.6억 +US$1.02억 25 2.97% 증가
158
Point72 Asset Management
Point72 Asset Management
Connecticut
US$15.6억 -US$1.81억 43 1.72% 축소
159
HighTower Advisors
HighTower Advisors
Illinois
US$15.3억 +US$8079만 72 1.47% 증가
160
Brown Advisory
Brown Advisory
Maryland
US$15.3억 -US$6835만 41 2.37% 축소
161
Trian Fund Management
Trian Fund Management
New York
US$15.1억 US$0 1 35.61% 유지됨
162
Hancock Prospecting
Hancock Prospecting
Australia
US$15억 +US$14.2억 5 26.31% 증가
163
Bessemer Group
Bessemer Group
New Jersey
US$14.9억 -US$1.02억 60 2.04% 축소
164
Brandes Investment Partners
Brandes Investment Partners
California
US$14.7억 -US$2611만 6 10.32% 축소
165
Daiwa Securities Group
Daiwa Securities Group
Japan
US$14.7억 +US$2.52억 35 2.87% 증가
166
Truist Financial
Truist Financial
North Carolina
US$14.7억 +US$150만 60 1.76% 증가
167
Fred Alger Management
Fred Alger Management
New York
US$14.7억 +US$8.73억 19 4.9% 증가
168
Vident Advisory
Vident Advisory
Georgia
US$14.7억 +US$7413만 70 10.61% 증가
169
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$14.5억 US$0 1 0.99% 유지됨
170
HRT Financial
HRT Financial
New York
US$14.5억 +US$8.36억 49 2.64% 증가
171
Corient Private Wealth
Corient Private Wealth
Florida
US$14.5억 +US$1.83억 63 2% 증가
172
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$14.4억 +US$6298만 91 2.21% 증가
173
Kinetic Partners Management
Kinetic Partners Management
Florida
US$14.3억 +US$12.7억 3 34.23% 증가
174
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$14.2억 -US$348만 49 2.34% 축소
175
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$14.1억 -US$3481만 75 2.29% 축소