← 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
1776
PI
Pennant Investors
New Jersey
US$2234만 US$0 1 6.67% 유지됨
1777
DCM
Divisar Capital Management
California
US$2230만 -US$666만 2 5.14% 축소
1778
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
US$2229만 +US$147만 10 0.55% 증가
1779
McKinley Carter Wealth Services
McKinley Carter Wealth Services
West Virginia
US$2224만 +US$8.53만 5 1.15% 증가
1780
Premier Path Wealth Partners
Premier Path Wealth Partners
New Jersey
US$2224만 -US$66.6만 14 2.56% 축소
1781
RWC Asset Management
RWC Asset Management
United Kingdom
US$2221만 +US$8.7만 2 0.84% 증가
1782
CCC
Chelsea Counsel Company
California
US$2220만 -US$58.5만 13 9.4% 축소
1783
Perryman Financial Advisory
Perryman Financial Advisory
Texas
US$2217만 +US$275만 8 2.95% 증가
1784
Eos Management LP
Eos Management LP
New York
US$2211만 -US$1041만 5 8.76% 축소
1785
Spear Advisors
Spear Advisors
New York
US$2210만 -US$960만 4 7.59% 축소
1786
Caption Management
Caption Management
Oklahoma
US$2208만 -US$500만 9 0.1% 축소
1787
LRI Investments
LRI Investments
Florida
US$2208만 +US$86.2만 52 1.78% 증가
1788
Trinity Street Asset Management
Trinity Street Asset Management
United Kingdom
US$2203만 -US$115만 1 1.13% 축소
1789
Legacy Private Trust
Legacy Private Trust
Wisconsin
US$2198만 -US$16.4만 8 1.22% 축소
1790
Northcape Wealth Management
Northcape Wealth Management
New York
US$2189만 +US$2.06천 9 5.74% 증가
1791
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
US$2186만 +US$940만 14 0.63% 증가
1792
Cutler Investment Counsel
Cutler Investment Counsel
Oregon
US$2186만 +US$4.73만 1 2.06% 증가
1793
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
US$2172만 -US$47.1만 7 3.92% 축소
1794
Medina Value Partners
Medina Value Partners
California
US$2170만 +US$473만 1 4.25% 증가
1795
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
US$2166만 +US$221만 25 1.46% 증가
1796
Alpha Capital Management
Alpha Capital Management
Texas
US$2160만 -US$318만 6 2.8% 축소
1797
HCR Wealth Advisors
HCR Wealth Advisors
California
US$2151만 +US$245만 11 1.93% 증가
1798
Farmers & Merchants Trust Company
Farmers & Merchants Trust Company
California
US$2149만 +US$12.9만 11 4.62% 증가
1799
Sharkey, Howes & Javer
Sharkey, Howes & Javer
Colorado
US$2149만 +US$514만 3 2.59% 증가
1800
Mengis Capital Management
Mengis Capital Management
Oregon
US$2146만 +US$94.8만 10 3.26% 증가