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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
1001
GA
GRS Advisors
Illinois
US$7027萬 +US$913萬 1 5.93% 增持
1002
Catalyst Funds Management
Catalyst Funds Management
Australia
US$6992萬 +US$3414萬 21 3.92% 增持
1003
SouthState Corp
SouthState Corp
Florida
US$6991萬 +US$347萬 35 2.92% 增持
1004
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
US$6984萬 +US$13.4萬 7 1.01% 增持
1005
CA
Cornerstone Advisors
North Carolina
US$6961萬 +US$2270萬 4 2.29% 增持
1006
Inspire Investing
Inspire Investing
Idaho
US$6946萬 +US$879萬 29 2.85% 增持
1007
Rheos Capital Works
Rheos Capital Works
Japan
US$6936萬 -US$2369萬 6 3.95% 減碼
1008
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
US$6918萬 -US$1304萬 17 6.03% 減碼
1009
Delta Asset Management
Delta Asset Management
Tennessee
US$6875萬 -US$52.2萬 12 5.95% 減碼
1010
Essex Investment Management
Essex Investment Management
Massachusetts
US$6870萬 -US$285萬 16 9% 減碼
1011
Narwhal Capital Management
Narwhal Capital Management
Georgia
US$6804萬 -US$641萬 7 4.7% 減碼
1012
Coldstream Capital Management
Coldstream Capital Management
Washington
US$6787萬 -US$101萬 32 0.85% 減碼
1013
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
US$6781萬 +US$1438萬 6 1.32% 增持
1014
McGuire Investment Group
McGuire Investment Group
Rhode Island
US$6777萬 +US$8.95萬 10 5.94% 增持
1015
General American Investors
General American Investors
New York
US$6769萬 +US$898萬 3 4.01% 增持
1016
59 North Capital Management
59 North Capital Management
Texas
US$6763萬 +US$6321萬 1 1.51% 新
1017
Maple Capital Management
Maple Capital Management
Vermont
US$6752萬 -US$45.1萬 3 4.01% 減碼
1018
First National Bank of Omaha
First National Bank of Omaha
Nebraska
US$6740萬 +US$1023萬 12 1.9% 增持
1019
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
US$6666萬 -US$14.3萬 21 0.79% 減碼
1020
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
US$6646萬 +US$4428萬 2 3.73% 增持
1021
Running Oak Capital
Running Oak Capital
Minnesota
US$6643萬 -US$3210萬 8 11.33% 減碼
1022
MIM
Meridiem Investment Management
United Kingdom
US$6641萬 +US$5835萬 1 1.78% 增持
1023
IHT Wealth Management
IHT Wealth Management
Illinois
US$6640萬 +US$728萬 28 1.41% 增持
1024
Penn Davis McFarland
Penn Davis McFarland
Texas
US$6628萬 -US$1,270 4 5.9% 減碼
1025
GAMMA Investing
GAMMA Investing
California
US$6624萬 +US$298萬 79 2.46% 增持