← 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
201
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$11.9억 +US$7964만 3 9.58% 증가
202
Danske Bank
Danske Bank
Denmark
US$11.8억 +US$4520만 45 2.34% 증가
203
Creative Planning
Creative Planning
Kansas
US$11.7억 +US$1.33억 79 0.68% 증가
204
Altarock Partners
Altarock Partners
Florida
US$11.7억 -US$4103만 1 27.51% 축소
205
ProShare Advisors
ProShare Advisors
Maryland
US$11.6억 +US$8914만 50 1.68% 증가
206
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
US$11.6억 +US$7221만 62 1.77% 증가
207
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
US$11.6억 +US$2156만 15 3.16% 증가
208
Driehaus Capital Management
Driehaus Capital Management
Illinois
US$11.5억 -US$1.51억 18 6.69% 축소
209
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$11.5억 +US$7.36억 26 3.12% 증가
210
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$11.3억 -US$1.55억 35 3.46% 축소
211
US Bancorp
US Bancorp
Minnesota
US$11.2억 +US$2032만 76 1.22% 증가
212
Osaic Holdings
Osaic Holdings
Arizona
US$11.2억 +US$1.32억 119 1.32% 증가
213
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$11.1억 -US$841만 21 4.55% 축소
214
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$11억 +US$7542만 48 2.42% 증가
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$10.9억 +US$1.06억 43 2.81% 증가
216
ING Group
ING Group
Netherlands
US$10.7억 +US$2.22억 27 5.23% 증가
217
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$10.6억 -US$3595만 36 3.2% 축소
218
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
US$10.6억 +US$3.46억 25 3.63% 증가
219
Alyeska Investment Group
Alyeska Investment Group
Illinois
US$10.5억 +US$3.65억 24 2.71% 증가
220
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$10.3억 -US$3019만 21 2.65% 축소
221
First Manhattan
First Manhattan
New York
US$10.3억 +US$4.24억 25 2.63% 증가
222
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
US$10.3억 +US$9.22억 11 20.22% 증가
223
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$10.3억 +US$2116만 71 1.29% 증가
224
SCHF (GPE)
SCHF (GPE)
Wyoming
US$10.3억 +US$10.2억 1 41.41% 신규
225
Regents of the University of California
Regents of the University of California
California
US$10.3억 +US$10.2억 1 23.49% 신규