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
3626	Kepler Cheuvreux Nyon,	$462万	-$1679万	2	0.26%	減少
3627	Intellus Advisors Naples, Florida	$462万	-$27.2万	6	0.56%	減少
3628	WrapManager Inc Mill Valley, California	$462万	-$45.8万	8	1.44%	減少
3629	Bellwether Advisors Lincoln, Nebraska	$462万	-$391万	2	0.68%	減少
3630	Orser Capital Management Southlake, Texas	$461万	+$233万	4	2.29%	買い増し
3631	CIS Custom Index Systems New York	$461万	+$94.9万	14	1.66%	買い増し
3632	Providence Wealth Advisors Frankfort, Illinois	$461万	-$89.7万	4	2.72%	減少
3633	Triasima Portfolio Management Montreal, Quebec, Canada	$461万	-$413万	5	0.62%	減少
3634	Sendero Wealth Management San Antonio, Texas	$461万	-$105万	1	0.46%	減少
3635	Armistice Capital New York	$460万	+$25.4万	4	0.06%	買い増し
3636	Alpine Bank Wealth Management Grand Junction, Colorado	$460万	+$46.9万	12	0.59%	買い増し
3637	Pinkerton Retirement Specialists Coeur D Alene, Idaho	$460万	-$1381万	4	0.39%	減少
3638	Allegiance Financial Group Advisory Services Vienna, Virginia	$459万	-$25.5万	7	0.8%	減少
3639	Pinnacle Bancorp Beatrice, Nebraska	$459万	+$37.5万	19	1.19%	買い増し
3640	Uniting Wealth Partners Mission, Kansas	$459万	-$119万	6	0.93%	減少
3641	Arvest Investments Lowell, Arkansas	$459万	+$32.9万	7	0.56%	買い増し
3642	Financial Management Network Mission Viejo, California	$458万	+$111万	9	0.66%	買い増し
3643	Cornerstone Planning Group Fairfield, New Jersey	$458万	+$104万	46	0.58%	買い増し
3644	Prasad Wealth Partners Independence, Ohio	$457万	+$53.9万	5	1.1%	買い増し
3645	Daybright Advisory Services Miami, Florida	$457万	+$350万	3	1.09%	買い増し
3646	Commonwealth Financial Services Vienna, West Virginia	$457万	+$3.6万	6	0.61%	買い増し
3647	Sequent Planning Omaha, Nebraska	$457万	+$385万	4	0.98%	買い増し
3648	Summit Creek Advisors Minneapolis, Minnesota	$457万	+$377万	1	1.55%	新規
3649	RL Rogco LP Claremore, Oklahoma	$457万	-$49.2万	8	1.4%	減少
3650	Atticus Wealth Management Palm Beach Gardens, Florida	$455万	+$102万	7	1.08%	買い増し