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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
126
Russell Investments Group
Russell Investments Group
United Kingdom
US$23億 +US$2.87億 93 2.02% 增持
127
Temasek Holdings
Temasek Holdings
Singapore
US$22.9億 +US$17.5億 7 6.15% 增持
128
Renaissance Technologies
Renaissance Technologies
New York
US$22.5億 +US$2.08億 69 3.1% 增持
129
Harvard Management Company
Harvard Management Company
Massachusetts
US$22.1億 +US$22億 1 51.84% 新
130
Fidelity International
Fidelity International
Bermuda
US$21.8億 -US$3882萬 42 1.57% 減碼
131
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$21.8億 +US$3804萬 72 1.7% 增持
132
Jones Financial Companies
Jones Financial Companies
Missouri
US$21億 +US$4653萬 103 0.84% 增持
133
Holocene Advisors
Holocene Advisors
New York
US$20.7億 +US$2.2億 23 4.67% 增持
134
Quantinno Capital Management
Quantinno Capital Management
New York
US$20.5億 +US$3.03億 70 2.47% 增持
135
ARK Investment Management
ARK Investment Management
Florida
US$20.4億 +US$8.11億 20 13.22% 增持
136
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$19.9億 -US$9069萬 52 3.34% 減碼
137
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
US$19.6億 +US$7395萬 41 2.94% 增持
138
Balyasny Asset Management
Balyasny Asset Management
Illinois
US$19.5億 +US$1.3億 50 2.43% 增持
139
Allianz Asset Management
Allianz Asset Management
Germany
US$19.3億 +US$3.2億 40 1.57% 增持
140
TD Asset Management
TD Asset Management
Ontario, Canada
US$19.2億 -US$3.57億 44 1.66% 減碼
141
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$18.9億 +US$5932萬 63 3.14% 增持
142
StepStone Group
StepStone Group
California
US$18.9億 +US$18.2億 3 87.51% 增持
143
Galileo PTC
Galileo PTC
British Virgin Islands
US$18.4億 +US$18.3億 1 62.48% 新
144
Allspring Global Investments
Allspring Global Investments
North Carolina
US$18.4億 +US$1807萬 49 2.81% 增持
145
TCM
Tao Capital Management
California
US$18.2億 +US$18億 1 93.75% 增持
146
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$18.2億 +US$1.37億 70 3.66% 增持
147
Prudential Financial
Prudential Financial
New Jersey
US$17.8億 -US$2億 65 1.94% 減碼
148
Marshall Wace
Marshall Wace
United Kingdom
US$17.3億 +US$1.28億 67 1.37% 增持
149
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$17.2億 -US$6.07億 34 4.92% 減碼
150
Winslow Capital Management
Winslow Capital Management
Minnesota
US$17.1億 +US$2468萬 5 5.89% 增持