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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
2076
Dorsey Wright & Associates
Dorsey Wright & Associates
California
US$1625만 -US$3642만 5 2.76% 축소
2077
III
Independent Investors Inc
New York
US$1621만 -US$398만 5 3.1% 축소
2078
Think Investments
Think Investments
California
US$1618만 +US$1395만 1 1.91% 신규
2079
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
US$1614만 +US$11.8만 11 4.98% 증가
2080
Gateway Wealth Partners
Gateway Wealth Partners
Wisconsin
US$1610만 -US$1015만 14 0.97% 축소
2081
BNC Wealth Management
BNC Wealth Management
Oregon
US$1610만 -US$271만 5 3.89% 축소
2082
Ellsworth Advisors
Ellsworth Advisors
Ohio
US$1609만 +US$258만 8 2.64% 증가
2083
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
US$1607만 -US$24.3만 10 2.11% 축소
2084
Ithaka Group
Ithaka Group
Virginia
US$1606만 +US$711만 3 2.92% 증가
2085
Zions Bancorporation, National Association
Zions Bancorporation, National Association
Utah
US$1606만 -US$213만 50 0.96% 축소
2086
Convergence Investment Partners
Convergence Investment Partners
Florida
US$1605만 +US$229만 6 1.52% 증가
2087
Westpac Banking Corp
Westpac Banking Corp
Australia
US$1604만 -US$22.3만 19 0.99% 축소
2088
TW
Titan Wealth
US$1604만 -US$378만 4 5.95% 축소
2089
Thompson Investment Management
Thompson Investment Management
Wisconsin
US$1603만 -US$4.49천 12 1.84% 축소
2090
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
US$1602만 +US$185만 6 3.48% 증가
2091
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
US$1600만 US$0 2 12.2% 유지됨
2092
Koshinski Asset Management
Koshinski Asset Management
Illinois
US$1599만 +US$216만 19 0.85% 증가
2093
Condor Capital Management
Condor Capital Management
New Jersey
US$1597만 +US$137만 4 1.2% 증가
2094
Hilltop Holdings
Hilltop Holdings
Texas
US$1594만 -US$172만 19 1.24% 축소
2095
GeoWealth Management
GeoWealth Management
Illinois
US$1594만 +US$59.2만 22 0.5% 증가
2096
Platform Technology Partners
Platform Technology Partners
New York
US$1594만 +US$93.7만 13 2.61% 증가
2097
Legacy Advisors
Legacy Advisors
Pennsylvania
US$1593만 +US$266만 14 1.49% 증가
2098
Secure Asset Management
Secure Asset Management
Michigan
US$1593만 +US$51.3만 11 2.23% 증가
2099
Manhattan West Asset Management
Manhattan West Asset Management
California
US$1592만 +US$440만 9 2.66% 증가
2100
SageView Advisory Group
SageView Advisory Group
California
US$1590만 -US$49.5만 18 0.52% 축소