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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
1276
C
Chescapmanager
Maryland
US$4315萬 +US$178萬 2 3.67% 增持
1277
Titan Global Capital Management USA
Titan Global Capital Management USA
New York
US$4307萬 -US$313萬 3 5.46% 減碼
1278
Telos Capital Management
Telos Capital Management
California
US$4295萬 +US$129萬 10 3.78% 增持
1279
Discovery Capital Management
Discovery Capital Management
Connecticut
US$4292萬 +US$1310萬 3 1.78% 增持
1280
Leavell Investment Management
Leavell Investment Management
Alabama
US$4290萬 -US$218萬 18 1.57% 減碼
1281
Naples Global Advisors
Naples Global Advisors
Florida
US$4289萬 +US$266萬 16 2.65% 增持
1282
FengHe Fund Management
FengHe Fund Management
Singapore
US$4280萬 -US$1.13億 2 4.06% 減碼
1283
Diameter Capital Partners
Diameter Capital Partners
New York
US$4272萬 +US$4247萬 1 3.44% 新
1284
Night Squared
Night Squared
New York
US$4270萬 +US$3139萬 2 4.59% 增持
1285
Varenne Capital Partners
Varenne Capital Partners
France
US$4262萬 +US$3859萬 2 7.06% 新
1286
Zweig-DiMenna Associates
Zweig-DiMenna Associates
New York
US$4261萬 +US$2626萬 5 3.87% 增持
1287
Linden Thomas Advisory Services
Linden Thomas Advisory Services
North Carolina
US$4247萬 -US$174萬 18 3.43% 減碼
1288
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
US$4245萬 +US$194萬 17 1.35% 增持
1289
WCG Wealth Advisors
WCG Wealth Advisors
Nevada
US$4244萬 +US$845萬 9 1.01% 增持
1290
Kesler Norman & Wride
Kesler Norman & Wride
Utah
US$4240萬 -US$281萬 12 6.72% 減碼
1291
LAI
Legal Advantage Investments
California
US$4228萬 -US$301萬 10 14.83% 減碼
1292
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
US$4222萬 -US$8572萬 8 0.84% 減碼
1293
Kapitalo Investimentos
Kapitalo Investimentos
Brazil
US$4220萬 +US$3787萬 2 2.68% 增持
1294
Sender Company & Partners
Sender Company & Partners
New York
US$4216萬 +US$1163萬 7 12.23% 增持
1295
Segra Capital Management
Segra Capital Management
Florida
US$4212萬 +US$1028萬 1 8.5% 增持
1296
GSA Capital Partners
GSA Capital Partners
United Kingdom
US$4212萬 +US$1096萬 43 2.66% 增持
1297
PIP
Palisades Investment Partners
California
US$4203萬 +US$1312萬 6 11.95% 增持
1298
Osmosis Investment Management UK
Osmosis Investment Management UK
United Kingdom
US$4200萬 -US$4582萬 14 1.95% 減碼
1299
Phraction Management
Phraction Management
Connecticut
US$4199萬 -US$95.8萬 6 7.05% 減碼
1300
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
US$4179萬 +US$175萬 25 1.88% 增持