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國防現代化

國防現代化涵蓋各國政府提高軍事預算、補充耗盡的庫存之際,正在進行的重新武裝與技術更新。相關合約期限長、資金已到位,且相對不受經濟景氣循環影響。

163檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
326
PIA
Piedmont Investment Advisors
North Carolina
US$1.75億 -US$32萬 21 3.52% 減碼
327
OAMG
Odey Asset Management Group
United Kingdom
US$1.75億 +US$2089萬 1 15.9% 增持
328
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
US$1.74億 +US$4580萬 1 8.3% 增持
329
Wolverine Asset Management
Wolverine Asset Management
Illinois
US$1.74億 +US$1.41億 13 1.76% 增持
330
Davenport & Co
Davenport & Co
Virginia
US$1.74億 -US$4761萬 13 2.09% 減碼
331
Norinchukin Bank
Norinchukin Bank
Japan
US$1.72億 +US$2472萬 12 3.02% 增持
332
Great Lakes Advisors
Great Lakes Advisors
Illinois
US$1.72億 +US$4057萬 10 3.78% 增持
333
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
US$1.71億 -US$1859萬 24 2.82% 減碼
334
GW&K Investment Management
GW&K Investment Management
Massachusetts
US$1.71億 -US$3403萬 7 2.92% 減碼
335
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$1.71億 +US$2522萬 14 0.94% 增持
336
Markel Group
Markel Group
Virginia
US$1.7億 US$0 8 3.2% 維持不變
337
Jane Street
Jane Street
New York
US$1.69億 -US$8468萬 32 0.49% 減碼
338
Meyer Handelman Company
Meyer Handelman Company
New York
US$1.69億 -US$1584萬 6 8.07% 減碼
339
SFM
Systematic Financial Management
New Jersey
US$1.67億 -US$1991萬 15 3.34% 減碼
340
Foresters Investment Management
Foresters Investment Management
New York
US$1.67億 -US$475萬 11 2.61% 減碼
341
TPI
Tesco Pension Investment
United Kingdom
US$1.66億 +US$1879萬 1 4.4% 增持
342
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$1.66億 -US$1731萬 19 2.92% 減碼
343
Hermes Investment Management
Hermes Investment Management
United Kingdom
US$1.66億 +US$1971萬 5 2.38% 增持
344
RA
Rovida Advisors
Florida
US$1.66億 +US$5263萬 4 17.39% 增持
345
Smith Group Asset Management
Smith Group Asset Management
Texas
US$1.66億 -US$360萬 9 5.2% 減碼
346
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$1.65億 -US$622萬 16 3.57% 減碼
347
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$1.64億 +US$3723萬 3 6.32% 增持
348
Utah Retirement Systems
Utah Retirement Systems
Utah
US$1.6億 +US$205萬 24 3.35% 增持
349
AP
Altarock Partners
Florida
US$1.59億 -US$1820萬 1 20.91% 減碼
350
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
US$1.59億 -US$689萬 9 5.75% 減碼