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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
151
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$16.6億 -US$1.08億 25 2.33% 減碼
152
GCM Grosvenor Holdings
GCM Grosvenor Holdings
Illinois
US$16.4億 +US$14.6億 2 70.75% 增持
153
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$16.3億 -US$7908萬 48 3.02% 減碼
154
Aviva
Aviva
United Kingdom
US$16.3億 +US$9639萬 27 2.4% 增持
155
William Blair & Company
William Blair & Company
Illinois
US$16.1億 +US$1.65億 51 4.2% 增持
156
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$16.1億 -US$1.52億 37 1.61% 減碼
157
Korea Investment Corp
Korea Investment Corp
South Korea
US$15.6億 +US$1.02億 25 2.97% 增持
158
Point72 Asset Management
Point72 Asset Management
Connecticut
US$15.6億 -US$1.81億 43 1.72% 減碼
159
HighTower Advisors
HighTower Advisors
Illinois
US$15.3億 +US$8079萬 72 1.47% 增持
160
Brown Advisory
Brown Advisory
Maryland
US$15.3億 -US$6835萬 41 2.37% 減碼
161
Trian Fund Management
Trian Fund Management
New York
US$15.1億 US$0 1 35.61% 維持不變
162
Hancock Prospecting
Hancock Prospecting
Australia
US$15億 +US$14.2億 5 26.31% 增持
163
Bessemer Group
Bessemer Group
New Jersey
US$14.9億 -US$1.02億 60 2.04% 減碼
164
Brandes Investment Partners
Brandes Investment Partners
California
US$14.7億 -US$2611萬 6 10.32% 減碼
165
Daiwa Securities Group
Daiwa Securities Group
Japan
US$14.7億 +US$2.52億 35 2.87% 增持
166
Truist Financial
Truist Financial
North Carolina
US$14.7億 +US$150萬 60 1.76% 增持
167
Fred Alger Management
Fred Alger Management
New York
US$14.7億 +US$8.73億 19 4.9% 增持
168
Vident Advisory
Vident Advisory
Georgia
US$14.7億 +US$7413萬 70 10.61% 增持
169
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$14.5億 US$0 1 0.99% 維持不變
170
HRT Financial
HRT Financial
New York
US$14.5億 +US$8.36億 49 2.64% 增持
171
Corient Private Wealth
Corient Private Wealth
Florida
US$14.5億 +US$1.83億 63 2% 增持
172
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$14.4億 +US$6298萬 91 2.21% 增持
173
Kinetic Partners Management
Kinetic Partners Management
Florida
US$14.3億 +US$12.7億 3 34.23% 增持
174
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$14.2億 -US$348萬 49 2.34% 減碼
175
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$14.1億 -US$3481萬 75 2.29% 減碼