← 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
1951
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
US$1852만 +US$54.2만 12 0.46% 증가
1952
Stablepoint Partners
Stablepoint Partners
Massachusetts
US$1849만 -US$62.1만 7 2.56% 축소
1953
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
US$1849만 -US$281만 7 2.02% 축소
1954
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
US$1845만 US$0 4 2.84% 유지됨
1955
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group
Minnesota
US$1844만 +US$65.5만 8 2.18% 증가
1956
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
US$1842만 -US$64.2만 8 1.09% 축소
1957
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
US$1839만 -US$74.3만 9 3.16% 축소
1958
Westhampton Capital
Westhampton Capital
North Carolina
US$1839만 -US$96.1만 10 7.63% 축소
1959
1900 Wealth Management
1900 Wealth Management
Texas
US$1836만 +US$1501만 8 1.02% 증가
1960
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
US$1836만 -US$1325만 1 0.44% 축소
1961
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
US$1836만 +US$1567만 2 0.32% 신규
1962
1776 Wealth
1776 Wealth
Georgia
US$1832만 +US$22.7만 3 6.46% 증가
1963
WCMN
Westchester Capital Management (Nebraska)
Nebraska
US$1832만 -US$34.4만 2 3.3% 축소
1964
WPI
Walter Public Investments
Canada
US$1830만 -US$452만 2 4.4% 축소
1965
Pictet North America Advisors
Pictet North America Advisors
Switzerland
US$1827만 +US$197만 6 1.61% 증가
1966
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
US$1823만 -US$159만 10 0.7% 축소
1967
RFMS
RWQ Financial Management Services
Florida
US$1823만 +US$1121만 3 8.79% 증가
1968
Qtron Investments
Qtron Investments
Massachusetts
US$1822만 -US$105만 17 2.43% 축소
1969
Embree Financial Group
Embree Financial Group
Illinois
US$1822만 +US$369만 12 1.82% 증가
1970
one8zero8 LLC
one8zero8 LLC
North Carolina
US$1821만 +US$412만 10 3.61% 증가
1971
Searle & Co
Searle & Co
Connecticut
US$1819만 -US$572만 8 4.09% 축소
1972
Maestria Partners
Maestria Partners
Georgia
US$1819만 US$0 1 6.32% 유지됨
1973
Axxion S.A.
Axxion S.A.
Luxembourg
US$1818만 +US$1790만 9 1.29% 신규
1974
ShawSpring Partners
ShawSpring Partners
Massachusetts
US$1815만 +US$1534만 1 7.82% 신규
1975
Darden Wealth Group
Darden Wealth Group
Michigan
US$1814만 +US$5.43천 10 7.19% 증가