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
1076	HBK Investments Dallas, Texas	US$6011萬	+US$3438萬	7	0.58%	增持
1077	Spirepoint Private Client Vero Beach, Florida	US$6009萬	+US$601萬	16	4.87%	增持
1078	D'Orazio & Associates Falls Church, Virginia	US$6004萬	-US$219萬	15	6.95%	減碼
1079	Payden & Rygel Los Angeles, California	US$6000萬	+US$793萬	7	4.61%	增持
1080	Cadinha & Co Honolulu, Hawaii	US$5997萬	+US$244萬	8	8.88%	增持
1081	Cambiar Investors Denver, Colorado	US$5991萬	+US$222萬	3	2.6%	增持
1082	BFSG LLC Irvine, California	US$5968萬	-US$297萬	19	5.29%	減碼
1083	TCTC Holdings Dallas, Texas	US$5962萬	+US$725萬	5	1.57%	增持
1084	Mill Capital Management Concord, North Carolina	US$5955萬	+US$6,751	5	3.98%	增持
1085	First Horizon Corporation Memphis, Tennessee	US$5950萬	-US$71.1萬	43	2.29%	減碼
1086	Savvy Advisors Inc New York	US$5949萬	+US$1160萬	26	1.26%	增持
1087	Edgar Lomax Company Kingstowne, Virginia	US$5931萬	-US$363萬	2	4.43%	減碼
1088	SignatureFD Atlanta, Georgia	US$5929萬	-US$79萬	76	0.79%	減碼
1089	G2 Investment Partners Management New York	US$5923萬	-US$533萬	7	10.79%	減碼
1090	BNP Paribas Paris, France	US$5915萬	-US$278萬	11	1.61%	減碼
1091	MA Mutual Advisors Omaha, Nebraska	US$5884萬	+US$505萬	26	1.11%	增持
1092	Kimelman & Baird New York	US$5859萬	-US$2.87萬	9	4.32%	減碼
1093	Edgestream Partners Princeton, New Jersey	US$5855萬	-US$1630萬	26	1.74%	減碼
1094	Harbour Investments Madison, Wisconsin	US$5855萬	+US$263萬	87	0.79%	增持
1095	LFCM Long Focus Capital Management San Juan, Puerto Rico	US$5838萬	-US$2909萬	1	1.49%	減碼
1096	Heartland Advisors Milwaukee, Wisconsin	US$5822萬	+US$767萬	7	2.59%	增持
1097	Kingswood Wealth Advisors San Diego, California	US$5821萬	+US$521萬	22	2.35%	增持
1098	Belpointe Asset Management Reno, Nevada	US$5814萬	+US$233萬	24	1.9%	增持
1099	KM KP Management Edina, Minnesota	US$5797萬	-US$17.1萬	8	10.87%	減碼
1100	Principle Wealth Partners Madison, Connecticut	US$5783萬	+US$291萬	13	2.86%	增持