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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
326
PIA
Piedmont Investment Advisors
North Carolina
$1.75億 -$32万 21 3.52% 減少
327
OAMG
Odey Asset Management Group
United Kingdom
$1.75億 +$2089万 1 15.9% 買い増し
328
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
$1.74億 +$4580万 1 8.3% 買い増し
329
Wolverine Asset Management
Wolverine Asset Management
Illinois
$1.74億 +$1.41億 13 1.76% 買い増し
330
Davenport & Co
Davenport & Co
Virginia
$1.74億 -$4761万 13 2.09% 減少
331
Norinchukin Bank
Norinchukin Bank
Japan
$1.72億 +$2472万 12 3.02% 買い増し
332
Great Lakes Advisors
Great Lakes Advisors
Illinois
$1.72億 +$4057万 10 3.78% 買い増し
333
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$1.71億 -$1859万 24 2.82% 減少
334
GW&K Investment Management
GW&K Investment Management
Massachusetts
$1.71億 -$3403万 7 2.92% 減少
335
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$1.71億 +$2522万 14 0.94% 買い増し
336
Markel Group
Markel Group
Virginia
$1.7億 $0 8 3.2% 維持
337
Jane Street
Jane Street
New York
$1.69億 -$8468万 32 0.49% 減少
338
Meyer Handelman Company
Meyer Handelman Company
New York
$1.69億 -$1584万 6 8.07% 減少
339
SFM
Systematic Financial Management
New Jersey
$1.67億 -$1991万 15 3.34% 減少
340
Foresters Investment Management
Foresters Investment Management
New York
$1.67億 -$475万 11 2.61% 減少
341
TPI
Tesco Pension Investment
United Kingdom
$1.66億 +$1879万 1 4.4% 買い増し
342
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.66億 -$1731万 19 2.92% 減少
343
Hermes Investment Management
Hermes Investment Management
United Kingdom
$1.66億 +$1971万 5 2.38% 買い増し
344
RA
Rovida Advisors
Florida
$1.66億 +$5263万 4 17.39% 買い増し
345
Smith Group Asset Management
Smith Group Asset Management
Texas
$1.66億 -$360万 9 5.2% 減少
346
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.65億 -$622万 16 3.57% 減少
347
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$1.64億 +$3723万 3 6.32% 買い増し
348
Utah Retirement Systems
Utah Retirement Systems
Utah
$1.6億 +$205万 24 3.35% 買い増し
349
AP
Altarock Partners
Florida
$1.59億 -$1820万 1 20.91% 減少
350
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$1.59億 -$689万 9 5.75% 減少