← 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
1726
Diametric Capital
Diametric Capital
Massachusetts
US$2337만 +US$746만 25 2.46% 증가
1727
6CM
683 Capital Management
New York
US$2336만 +US$169만 2 1.15% 증가
1728
Intact Investment Management
Intact Investment Management
Quebec, Canada
US$2336만 -US$1646만 4 0.66% 축소
1729
SCI
S&CO Inc
Massachusetts
US$2333만 -US$83.3만 10 1.35% 축소
1730
Roubaix Capital
Roubaix Capital
Colorado
US$2326만 -US$647만 4 8.34% 축소
1731
Cumberland Partners
Cumberland Partners
Ontario, Canada
US$2324만 +US$714만 5 1.5% 증가
1732
Ramirez Asset Management
Ramirez Asset Management
New York
US$2322만 +US$470만 11 2.42% 증가
1733
Wellington Shields & Co
Wellington Shields & Co
New York
US$2319만 -US$102만 18 5.19% 축소
1734
Van Hulzen Asset Management
Van Hulzen Asset Management
California
US$2316만 +US$98.1만 13 1.65% 증가
1735
Sloy Dahl & Holst
Sloy Dahl & Holst
Washington
US$2315만 +US$257만 4 2.86% 증가
1736
Lockheed Martin Investment Management
Lockheed Martin Investment Management
Maryland
US$2314만 -US$557만 2 0.92% 축소
1737
Kingsman Wealth Management
Kingsman Wealth Management
Florida
US$2314만 -US$1169만 8 10.83% 축소
1738
Mirabella Financial Services
Mirabella Financial Services
United Kingdom
US$2313만 -US$1394만 19 2.21% 축소
1739
RGC
Rubicon Global Capital
United Kingdom
US$2309만 +US$2296만 1 8.46% 신규
1740
Studio Investment Management
Studio Investment Management
Illinois
US$2305만 -US$132만 9 3.9% 축소
1741
Apriem Advisors
Apriem Advisors
California
US$2304만 +US$707만 11 2% 증가
1742
SVB Wealth
SVB Wealth
Massachusetts
US$2303만 -US$210만 13 1.45% 축소
1743
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
US$2302만 -US$35.9만 5 3.24% 축소
1744
Brian C. Broderick
Brian C. Broderick
US$2295만 +US$12.2만 5 3.55% 증가
1745
FFG
Fortem Financial Group
California
US$2291만 +US$83만 12 4.67% 증가
1746
Heights Point Management
Heights Point Management
New York
US$2291만 +US$651만 3 18.23% 증가
1747
Knollwood Investment Advisory
Knollwood Investment Advisory
Maryland
US$2289만 -US$32.9만 10 2.04% 축소
1748
Renaissance Investment Group
Renaissance Investment Group
Massachusetts
US$2288만 -US$85.1만 4 4.5% 축소
1749
BPIM
Brant Point Investment Management
New York
US$2288만 -US$164만 3 2.81% 축소
1750
China Universal Asset Management Company
China Universal Asset Management Company
China
US$2286만 +US$267만 7 1.37% 증가