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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
301
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$6.36億 +$6370万 75 1.43% 買い増し
302
Acadian Asset Management
Acadian Asset Management
Massachusetts
$6.35億 -$3.27億 49 0.75% 減少
303
Capital Wealth Planning
Capital Wealth Planning
Florida
$6.34億 -$2.8億 10 3.17% 減少
304
Nordea Investment Management
Nordea Investment Management
Sweden
$6.34億 +$1855万 14 0.52% 買い増し
305
Arizona State Retirement System
Arizona State Retirement System
Arizona
$6.28億 +$2702万 62 3.16% 買い増し
306
Wasatch Advisors
Wasatch Advisors
Utah
$6.23億 +$1.22億 12 4.07% 買い増し
307
Tema ETFs
Tema ETFs
New York
$6.16億 +$5.57億 31 19.92% 買い増し
308
Capital International Inc
Capital International Inc
California
$6.16億 -$2949万 12 4.32% 減少
309
DnB Asset Management
DnB Asset Management
Norway
$6.08億 +$1.12億 37 1.7% 買い増し
310
Macquarie Group
Macquarie Group
Australia
$6.07億 +$1.91億 32 2.62% 買い増し
311
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$5.93億 -$983万 5 4.03% 減少
312
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.92億 +$1.08億 27 0.83% 買い増し
313
Empower Advisory Group
Empower Advisory Group
Colorado
$5.89億 +$1428万 17 1.41% 買い増し
314
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$5.86億 +$1.82億 48 2.1% 買い増し
315
Sands Capital Management
Sands Capital Management
Virginia
$5.83億 +$4.46億 6 2.17% 買い増し
316
Royce & Associates
Royce & Associates
New York
$5.82億 -$1605万 29 4.69% 減少
317
GW&K Investment Management
GW&K Investment Management
Massachusetts
$5.77億 -$8750万 28 4.51% 減少
318
NEOS Investment Management
NEOS Investment Management
Connecticut
$5.75億 +$9090万 17 2.12% 買い増し
319
Trexquant Investment
Trexquant Investment
Connecticut
$5.74億 +$7592万 41 3.38% 買い増し
320
Skye Global Management
Skye Global Management
Florida
$5.7億 -$5065万 2 11.09% 減少
321
Advanced Micro Devices
Advanced Micro Devices
California
$5.65億 +$5.62億 1 43.11% 新規
322
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$5.64億 +$45.1万 59 1.49% 買い増し
323
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$5.63億 -$7411万 35 2.49% 減少
324
London Company of Virginia
London Company of Virginia
Virginia
$5.62億 +$1271万 3 3.21% 買い増し
325
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$5.58億 +$8783万 45 1.8% 買い増し