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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
601
Giverny Capital
Giverny Capital
Quebec, Canada
US$1.9億 -US$73.9萬 1 6.38% 減碼
602
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
US$1.89億 +US$445萬 20 2.18% 增持
603
SFA
Spectrum Financial Alliance
Kentucky
US$1.89億 +US$1253萬 3 27.79% 增持
604
Cardano Risk Management
Cardano Risk Management
Netherlands
US$1.88億 +US$1.03億 2 1.45% 增持
605
EC
Edenbrook Capital
New York
US$1.88億 +US$244萬 2 37.9% 增持
606
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
US$1.87億 +US$2331萬 40 1.59% 增持
607
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
US$1.86億 +US$3380萬 4 4.25% 增持
608
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
US$1.86億 +US$2923萬 3 5.05% 增持
609
Veritas Asset Management
Veritas Asset Management
United Kingdom
US$1.84億 +US$491萬 1 3.31% 增持
610
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
US$1.84億 +US$4441萬 40 3.63% 增持
611
Allstate Corporation
Allstate Corporation
Illinois
US$1.83億 -US$3821萬 44 1.83% 減碼
612
ARS Investment Partners
ARS Investment Partners
New York
US$1.83億 +US$4835萬 15 8% 增持
613
SIC
Schwartz Investment Counsel
Michigan
US$1.83億 +US$142萬 4 6.06% 增持
614
Ancora Advisors
Ancora Advisors
Ohio
US$1.83億 -US$1338萬 44 3.52% 減碼
615
Weiss Asset Management
Weiss Asset Management
Massachusetts
US$1.82億 +US$9678萬 18 1.91% 增持
616
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
US$1.82億 +US$1459萬 24 1.79% 增持
617
Ophir Asset Management
Ophir Asset Management
Australia
US$1.82億 -US$3862萬 4 14.93% 減碼
618
Harding Loevner
Harding Loevner
New Jersey
US$1.81億 -US$5176萬 4 1.7% 減碼
619
BCM
Bond Capital Management
California
US$1.81億 +US$1.8億 1 59.18% 新
620
Stephens Inc
Stephens Inc
Arkansas
US$1.8億 +US$216萬 36 2.02% 增持
621
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
US$1.8億 +US$9606萬 18 1.94% 增持
622
UNICOM Systems
UNICOM Systems
Nevada
US$1.75億 +US$962萬 3 11.43% 增持
623
AH
Allen Holding
New York
US$1.75億 US$0 1 17.26% 維持不變
624
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
US$1.74億 -US$62.4萬 19 1.27% 減碼
625
Black Creek Investment Management
Black Creek Investment Management
Ontario, Canada
US$1.74億 +US$1574萬 1 9.76% 增持