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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
201
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$11.9億 +US$1.32億 22 2.2% 增持
202
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
US$11.9億 +US$7964萬 3 9.58% 增持
203
Danske Bank
Danske Bank
Denmark
US$11.8億 +US$4520萬 45 2.34% 增持
204
Creative Planning
Creative Planning
Kansas
US$11.7億 +US$1.33億 79 0.68% 增持
205
Altarock Partners
Altarock Partners
Florida
US$11.7億 -US$4103萬 1 27.51% 減碼
206
ProShare Advisors
ProShare Advisors
Maryland
US$11.6億 +US$8914萬 50 1.68% 增持
207
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
US$11.6億 +US$7221萬 62 1.77% 增持
208
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
US$11.6億 +US$2156萬 15 3.16% 增持
209
Driehaus Capital Management
Driehaus Capital Management
Illinois
US$11.5億 -US$1.51億 18 6.69% 減碼
210
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$11.5億 +US$7.36億 26 3.12% 增持
211
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$11.3億 -US$1.55億 35 3.46% 減碼
212
US Bancorp
US Bancorp
Minnesota
US$11.2億 +US$2032萬 76 1.22% 增持
213
Osaic Holdings
Osaic Holdings
Arizona
US$11.2億 +US$1.32億 119 1.32% 增持
214
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
US$11.1億 -US$841萬 21 4.55% 減碼
215
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$11億 +US$7542萬 48 2.42% 增持
216
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$10.9億 +US$1.06億 43 2.81% 增持
217
ING Group
ING Group
Netherlands
US$10.7億 +US$2.22億 27 5.23% 增持
218
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$10.6億 -US$3595萬 36 3.2% 減碼
219
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
US$10.6億 +US$3.46億 25 3.63% 增持
220
Alyeska Investment Group
Alyeska Investment Group
Illinois
US$10.5億 +US$3.65億 24 2.71% 增持
221
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$10.3億 -US$3019萬 21 2.65% 減碼
222
First Manhattan
First Manhattan
New York
US$10.3億 +US$4.24億 25 2.63% 增持
223
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
US$10.3億 +US$9.22億 11 20.22% 增持
224
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
US$10.3億 +US$2116萬 71 1.29% 增持
225
SCHF (GPE)
SCHF (GPE)
Wyoming
US$10.3億 +US$10.2億 1 41.41% 新