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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
251
Alkeon Capital Management
Alkeon Capital Management
New York
$8.81億 -$2.28億 4 1.19% 減少
252
Voloridge Investment Management
Voloridge Investment Management
Florida
$8.76億 +$2.52億 22 3.73% 買い増し
253
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.63億 -$1.41億 58 2.54% 減少
254
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$8.61億 +$2.01億 20 2.23% 買い増し
255
Woodline Partners
Woodline Partners
California
$8.54億 +$2.45億 31 2.64% 買い増し
256
Rafferty Asset Management
Rafferty Asset Management
New York
$8.49億 +$1.19億 37 1.93% 買い増し
257
KeyBank National Association
KeyBank National Association
Ohio
$8.45億 -$426万 36 2.78% 減少
258
Snyder Capital Management
Snyder Capital Management
California
$8.37億 +$2460万 8 14.46% 買い増し
259
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$8.33億 +$2.72億 41 1.16% 買い増し
260
Congress Asset Management
Congress Asset Management
Massachusetts
$8.28億 -$293万 13 5.1% 減少
261
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$8.16億 +$5908万 19 1.38% 買い増し
262
XN LP
XN LP
New York
$8.09億 +$5.86億 3 21.29% 買い増し
263
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$8.05億 +$8240万 14 8.63% 買い増し
264
Gabelli Funds
Gabelli Funds
New York
$8.05億 +$960万 46 5.14% 買い増し
265
Axiom Investors
Axiom Investors
Connecticut
$8.02億 -$1740万 9 6.94% 減少
266
Credit Agricole
Credit Agricole
France
$7.95億 +$1.49億 37 1.61% 買い増し
267
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$7.81億 -$2786万 41 2.09% 減少
268
Pacer Advisors
Pacer Advisors
Pennsylvania
$7.77億 +$4.51億 40 1.98% 買い増し
269
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$7.76億 -$2.35億 23 0.95% 減少
270
STRS Ohio
STRS Ohio
Ohio
$7.67億 -$6371万 74 2.87% 減少
271
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$7.65億 -$1488万 49 2.27% 減少
272
8VC Opportunities GP II
8VC Opportunities GP II
Texas
$7.64億 +$7.6億 1 97.49% 新規
273
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.52億 -$1.4億 29 1.94% 減少
274
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$7.39億 -$1967万 57 2.52% 減少
275
WCM Investment Management
WCM Investment Management
California
$7.38億 -$1.72億 16 1.34% 減少