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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
1951
FACT Capital
FACT Capital
New York
US$1856萬 +US$237萬 2 10.43% 增持
1952
Investors Asset Management of Georgia
Investors Asset Management of Georgia
Georgia
US$1854萬 -US$8.19萬 8 6.44% 減碼
1953
Balboa Wealth Partners
Balboa Wealth Partners
Arizona
US$1853萬 +US$174萬 17 2.52% 增持
1954
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
US$1852萬 +US$54.2萬 12 0.46% 增持
1955
Stablepoint Partners
Stablepoint Partners
Massachusetts
US$1849萬 -US$62.1萬 7 2.56% 減碼
1956
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
US$1849萬 -US$281萬 7 2.02% 減碼
1957
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
US$1845萬 US$0 4 2.84% 維持不變
1958
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group
Minnesota
US$1844萬 +US$65.5萬 8 2.18% 增持
1959
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
US$1842萬 -US$64.2萬 8 1.09% 減碼
1960
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
US$1839萬 -US$74.3萬 9 3.16% 減碼
1961
Westhampton Capital
Westhampton Capital
North Carolina
US$1839萬 -US$96.1萬 10 7.63% 減碼
1962
1900 Wealth Management
1900 Wealth Management
Texas
US$1836萬 +US$1501萬 8 1.02% 增持
1963
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
US$1836萬 -US$1325萬 1 0.44% 減碼
1964
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
US$1836萬 +US$1567萬 2 0.32% 新
1965
1776 Wealth
1776 Wealth
Georgia
US$1832萬 +US$22.7萬 3 6.46% 增持
1966
WCMN
Westchester Capital Management (Nebraska)
Nebraska
US$1832萬 -US$34.4萬 2 3.3% 減碼
1967
WPI
Walter Public Investments
Canada
US$1830萬 -US$452萬 2 4.4% 減碼
1968
Pictet North America Advisors
Pictet North America Advisors
Switzerland
US$1827萬 +US$197萬 6 1.61% 增持
1969
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
US$1823萬 -US$159萬 10 0.7% 減碼
1970
RFMS
RWQ Financial Management Services
Florida
US$1823萬 +US$1121萬 3 8.79% 增持
1971
Qtron Investments
Qtron Investments
Massachusetts
US$1822萬 -US$105萬 17 2.43% 減碼
1972
Embree Financial Group
Embree Financial Group
Illinois
US$1822萬 +US$369萬 12 1.82% 增持
1973
one8zero8 LLC
one8zero8 LLC
North Carolina
US$1821萬 +US$412萬 10 3.61% 增持
1974
Searle & Co
Searle & Co
Connecticut
US$1819萬 -US$572萬 8 4.09% 減碼
1975
Maestria Partners
Maestria Partners
Georgia
US$1819萬 US$0 1 6.32% 維持不變