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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
176
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$14.1억 +US$7625만 15 0.71% 증가
177
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$13.9억 -US$5147만 62 1.4% 축소
178
Rizvi Traverse Management
Rizvi Traverse Management
Florida
US$13.9억 +US$13.9억 2 98.76% 신규
179
Squarepoint
Squarepoint
New York
US$13.9억 -US$8645만 71 1.53% 축소
180
LSV Asset Management
LSV Asset Management
Illinois
US$13.9억 +US$4812만 15 2.52% 증가
181
Pentwater Capital Management
Pentwater Capital Management
Florida
US$13.8억 -US$1.53억 3 8.46% 축소
182
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$13.8억 +US$2.65억 35 2.08% 증가
183
Select Equity Group
Select Equity Group
New York
US$13.7억 +US$5.66억 12 6.79% 증가
184
Pictet Asset Management
Pictet Asset Management
Switzerland
US$13.7억 -US$1864만 63 1.31% 축소
185
Dragoneer Investment Group
Dragoneer Investment Group
California
US$13.7억 +US$13.6억 1 48.22% 신규
186
Tidal Investments
Tidal Investments
Wisconsin
US$13.6억 +US$5.05억 66 2.36% 증가
187
Man Group
Man Group
United Kingdom
US$13.6억 +US$1.74억 48 2.16% 증가
188
Mariner
Mariner
Kansas
US$13.5억 -US$9315만 59 1.42% 축소
189
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$13.4억 +US$9316만 80 1.22% 증가
190
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
US$13.4억 +US$9.6억 14 5.85% 증가
191
Clal Insurance
Clal Insurance
Israel
US$13.1억 -US$1.23억 8 5.86% 축소
192
Penserra Capital Management
Penserra Capital Management
California
US$13억 +US$5.6억 47 9.96% 증가
193
Aberdeen Group
Aberdeen Group
United Kingdom
US$12.9억 -US$1.24억 23 1.81% 축소
194
Lightspeed Management Company
Lightspeed Management Company
California
US$12.8억 +US$12.4억 2 53.42% 증가
195
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$12.5억 +US$4.2억 9 3.66% 증가
196
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
US$12.5억 +US$2.05억 29 6.07% 증가
197
Cerity Partners
Cerity Partners
New York
US$12.3억 +US$5341만 65 1.49% 증가
198
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
US$12.3억 -US$2.31억 52 1.26% 축소
199
Soroban Capital Partners
Soroban Capital Partners
New York
US$12억 +US$5157만 1 2.5% 증가
200
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$11.9억 +US$1.32억 22 2.2% 증가