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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
376
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$4.35億 +$4251万 52 2.17% 買い増し
377
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$4.33億 +$1460万 22 2.99% 買い増し
378
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$4.29億 -$6351万 6 9.33% 減少
379
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.26億 +$933万 86 3.2% 買い増し
380
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$4.26億 -$6084万 1 7.21% 減少
381
CIBC World Market
CIBC World Market
Ontario, Canada
$4.25億 +$7305万 38 0.68% 買い増し
382
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$4.25億 +$2366万 48 2.89% 買い増し
383
TimesSquare Capital Management
TimesSquare Capital Management
New York
$4.19億 -$4375万 8 6.17% 減少
384
AGF Management
AGF Management
Ontario, Canada
$4.19億 -$4.61億 17 1.63% 減少
385
Liberty Street Advisors
Liberty Street Advisors
New York
$4.19億 +$4.11億 1 82.61% 買い増し
386
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$4.19億 +$1660万 24 5.93% 買い増し
387
Yacktman Asset Management
Yacktman Asset Management
Texas
$4.16億 +$839万 5 5.15% 買い増し
388
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$4.16億 -$1.62億 23 1.83% 減少
389
UniSuper Management
UniSuper Management
Australia
$4.12億 -$6133万 21 2.13% 減少
390
Homestead Advisers
Homestead Advisers
Virginia
$4.11億 -$2247万 7 10.21% 減少
391
Marsico Capital Management
Marsico Capital Management
Colorado
$4.06億 -$5929万 5 10.6% 減少
392
IEQ Capital
IEQ Capital
California
$4.06億 -$1.24億 41 1.87% 減少
393
KBC Group
KBC Group
Belgium
$4.04億 -$3285万 55 0.87% 減少
394
Douglas Lane & Associates
Douglas Lane & Associates
New York
$3.97億 +$331万 7 5.38% 買い増し
395
Needham Investment Management
Needham Investment Management
New York
$3.95億 +$1.02億 23 11.89% 買い増し
396
Maverick Capital
Maverick Capital
Texas
$3.93億 -$1.43億 5 3.47% 減少
397
GA
Greenhaven Associates
New York
$3.93億 +$390万 1 4.53% 買い増し
398
PineBridge Investments
PineBridge Investments
New York
$3.91億 +$2824万 19 3.22% 買い増し
399
Phoenix Financial
Phoenix Financial
Israel
$3.9億 +$1.04億 25 2.66% 買い増し
400
Vontobel Holding
Vontobel Holding
Switzerland
$3.89億 +$4891万 41 1.24% 買い増し