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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
276
Bahl & Gaynor
Bahl & Gaynor
Ohio
$7.36億 -$1.1億 14 3.4% 減少
277
TPG GP A
TPG GP A
Texas
$7.35億 +$7.31億 1 14.69% 新規
278
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$7.35億 -$5104万 30 0.92% 減少
279
MML Investors Services
MML Investors Services
Massachusetts
$7.19億 +$1.53億 52 1.47% 買い増し
280
Westfield Capital Management
Westfield Capital Management
Massachusetts
$7.17億 -$1.88億 9 2.34% 減少
281
Huntington National Bank
Huntington National Bank
Ohio
$7.15億 -$1520万 62 3.47% 減少
282
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$7.14億 +$3701万 47 1.56% 買い増し
283
Commerce Bank
Commerce Bank
Missouri
$6.98億 -$216万 32 3.06% 減少
284
Defiance ETFs
Defiance ETFs
New York
$6.95億 -$3.31億 39 9.43% 減少
285
Stockbridge Partners
Stockbridge Partners
Massachusetts
$6.94億 +$1.03億 2 14.59% 買い増し
286
Nomura Holdings
Nomura Holdings
Japan
$6.93億 +$4.37億 36 0.81% 買い増し
287
Burkehill Global Management
Burkehill Global Management
New York
$6.9億 +$5.77億 7 24.92% 買い増し
288
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.81億 +$5484万 66 0.84% 買い増し
289
Marex Group
Marex Group
$6.64億 +$4.9億 46 2.82% 買い増し
290
Nissay Asset Management
Nissay Asset Management
Japan
$6.64億 +$1.19億 27 2.8% 買い増し
291
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$6.62億 -$3.74億 3 1.56% 減少
292
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$6.62億 +$2376万 13 5.85% 買い増し
293
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$6.61億 +$2.36億 16 8.53% 買い増し
294
MetLife Investment Management
MetLife Investment Management
New Jersey
$6.6億 -$2646万 82 2.99% 減少
295
Heard Capital LLC
Heard Capital LLC
Illinois
$6.59億 +$7008万 4 28.2% 買い増し
296
Great Lakes Advisors
Great Lakes Advisors
Illinois
$6.56億 +$355万 27 4.99% 買い増し
297
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.47億 +$2.91億 12 1.96% 買い増し
298
Clear Street
Clear Street
New York
$6.47億 +$2.81億 18 1.64% 買い増し
299
Los Angeles Capital Management
Los Angeles Capital Management
California
$6.42億 -$1.74億 63 2.36% 減少
300
Resona Asset Management
Resona Asset Management
Japan
$6.37億 -$2563万 24 2.99% 減少