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防衛力の近代化

防衛力の近代化とは、各国政府が軍事予算を増額し、枯渇した在庫を補充する中で進む再軍備と技術更新を指します。契約期間が長く、資金が確保されており、景気循環の影響を比較的受けにくい分野です。

163銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
226
Hood River Capital Management
Hood River Capital Management
Florida
$10.2億 +$3.39億 13 7.41% 買い増し
227
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$10.2億 +$5469万 67 2.53% 買い増し
228
Lazard Asset Management
Lazard Asset Management
New York
$10.1億 +$4906万 38 1.53% 買い増し
229
Gotham Asset Management
Gotham Asset Management
New York
$10.1億 +$1.82億 52 2.35% 買い増し
230
Nomura Asset Management
Nomura Asset Management
Japan
$10億 +$8094万 40 2.14% 買い増し
231
Kestra Advisory Services
Kestra Advisory Services
Texas
$9.9億 +$5584万 47 3.21% 買い増し
232
Asset Management One
Asset Management One
Japan
$9.8億 +$3188万 28 2.52% 買い増し
233
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$9.8億 -$729万 55 3.38% 減少
234
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.8億 -$7964万 38 1.86% 減少
235
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$9.8億 -$9813万 24 3.04% 減少
236
Intesa Sanpaolo SpA.
Intesa Sanpaolo SpA.
Italy
$9.8億 +$9.5億 9 33.4% 買い増し
237
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$9.7億 +$1.01億 13 2.46% 買い増し
238
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$9.6億 +$9928万 63 1.85% 買い増し
239
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$9.6億 -$3123万 33 1.11% 減少
240
Unisphere Establishment
Unisphere Establishment
Liechtenstein
$9.49億 +$3187万 3 8.08% 買い増し
241
William Blair Investment Management
William Blair Investment Management
Illinois
$9.44億 +$3.42億 12 2.84% 買い増し
242
GAMCO Investors
GAMCO Investors
Connecticut
$9.42億 -$721万 35 8.45% 減少
243
Viking Global Investors
Viking Global Investors
Connecticut
$9.41億 +$1.61億 3 2.68% 買い増し
244
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9.31億 +$1.27億 73 1.56% 買い増し
245
American Securities
American Securities
New York
$9.31億 $0 1 24.79% 維持
246
Canada Life
Canada Life
Manitoba, Canada
$9.14億 +$9051万 44 1.46% 買い増し
247
WPL
WINDACRE PARTNERSHIP LLC
Texas
$9.11億 +$2.14億 1 9.01% 買い増し
248
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$9.08億 +$3613万 63 1.74% 買い増し
249
Freestone Grove Partners
Freestone Grove Partners
California
$9.06億 +$3.63億 27 5.82% 買い増し
250
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$9.04億 +$1.97億 71 1.38% 買い増し