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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
51
Dodge & Cox
Dodge & Cox
California
US$90億 -US$9011萬 8 4.71% 減碼
52
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
US$86.6億 +US$86.1億 1 54.89% 新
53
Principal Financial Group
Principal Financial Group
Iowa
US$81.2億 -US$6.98億 57 3.99% 減碼
54
AllianceBernstein
AllianceBernstein
Tennessee
US$80.6億 +US$6.77億 83 2.67% 增持
55
Deutsche Bank
Deutsche Bank
Germany
US$72.3億 -US$2.44億 91 2.1% 減碼
56
Jupiter Topco
Jupiter Topco
New York
US$69.4億 +US$67.1億 68 2.83% 新
57
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
US$68.8億 +US$2.19億 83 8.21% 增持
58
Amundi
Amundi
France
US$68.1億 -US$7.17億 57 1.64% 減碼
59
K5 Global Advisor
K5 Global Advisor
Florida
US$65.9億 +US$65.6億 1 99.99% 新
60
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$65億 +US$3.05億 74 1.53% 增持
61
Millennium Management
Millennium Management
New York
US$63.1億 +US$31億 83 2.28% 增持
62
Raymond James Financial
Raymond James Financial
Florida
US$62億 +US$4.21億 97 1.68% 增持
63
First Trust Advisors
First Trust Advisors
Illinois
US$60.6億 +US$5.7億 68 3.57% 增持
64
Swiss National Bank
Swiss National Bank
Switzerland
US$59.5億 -US$625萬 67 3.11% 減碼
65
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$59億 +US$16.9億 41 3.87% 增持
66
American Century Companies
American Century Companies
Missouri
US$58.2億 +US$9.7億 70 2.57% 增持
67
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$57.9億 +US$49.2億 43 8.55% 增持
68
Barclays
Barclays
United Kingdom
US$57.1億 -US$9.38億 107 1.1% 減碼
69
VanEck Associates
VanEck Associates
New York
US$56.8億 -US$7.98億 50 3.46% 減碼
70
Alpha Wave Global
Alpha Wave Global
New York
US$54.5億 +US$53.2億 6 87.3% 增持
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
US$53.9億 +US$9.5億 94 1.86% 增持
72
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
US$52.4億 +US$2.17億 37 3% 增持
73
SG Americas Securities
SG Americas Securities
New York
US$51.8億 +US$29.5億 69 2.9% 增持
74
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
US$51.4億 +US$4.73億 67 2.85% 增持
75
Sanders Capital
Sanders Capital
Florida
US$50.1億 +US$4.44億 4 5.02% 增持