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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
176
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$14.1億 -US$3481萬 75 2.29% 減碼
177
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$14.1億 +US$7625萬 15 0.71% 增持
178
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$13.9億 -US$5147萬 62 1.4% 減碼
179
Rizvi Traverse Management
Rizvi Traverse Management
Florida
US$13.9億 +US$13.9億 2 98.76% 新
180
Squarepoint
Squarepoint
New York
US$13.9億 -US$8645萬 71 1.53% 減碼
181
LSV Asset Management
LSV Asset Management
Illinois
US$13.9億 +US$4812萬 15 2.52% 增持
182
Pentwater Capital Management
Pentwater Capital Management
Florida
US$13.8億 -US$1.53億 3 8.46% 減碼
183
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$13.8億 +US$2.65億 35 2.08% 增持
184
Select Equity Group
Select Equity Group
New York
US$13.7億 +US$5.66億 12 6.79% 增持
185
Pictet Asset Management
Pictet Asset Management
Switzerland
US$13.7億 -US$1864萬 63 1.31% 減碼
186
Dragoneer Investment Group
Dragoneer Investment Group
California
US$13.7億 +US$13.6億 1 48.22% 新
187
Tidal Investments
Tidal Investments
Wisconsin
US$13.6億 +US$5.05億 66 2.36% 增持
188
Man Group
Man Group
United Kingdom
US$13.6億 +US$1.74億 48 2.16% 增持
189
Mariner
Mariner
Kansas
US$13.5億 -US$9315萬 59 1.42% 減碼
190
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
US$13.4億 +US$9316萬 80 1.22% 增持
191
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
US$13.4億 +US$9.6億 14 5.85% 增持
192
Clal Insurance
Clal Insurance
Israel
US$13.1億 -US$1.23億 8 5.86% 減碼
193
Penserra Capital Management
Penserra Capital Management
California
US$13億 +US$5.6億 47 9.96% 增持
194
Aberdeen Group
Aberdeen Group
United Kingdom
US$12.9億 -US$1.24億 23 1.81% 減碼
195
Lightspeed Management Company
Lightspeed Management Company
California
US$12.8億 +US$12.4億 2 53.42% 增持
196
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
US$12.5億 +US$4.2億 9 3.66% 增持
197
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
US$12.5億 +US$2.05億 29 6.07% 增持
198
Cerity Partners
Cerity Partners
New York
US$12.3億 +US$5341萬 65 1.49% 增持
199
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
US$12.3億 -US$2.31億 52 1.26% 減碼
200
Soroban Capital Partners
Soroban Capital Partners
New York
US$12億 +US$5157萬 1 2.5% 增持