← すべてのテーマ

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
551
Flossbach Von Storch
Flossbach Von Storch
Germany
$2.22億 -$3822万 1 1.01% 減少
552
Analog Century Management
Analog Century Management
New York
$2.22億 +$4797万 2 8.13% 買い増し
553
C WorldWide Group
C WorldWide Group
Denmark
$2.22億 -$5325万 2 5.34% 減少
554
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$2.21億 +$6001万 9 3.54% 買い増し
555
Meyer Handelman Company
Meyer Handelman Company
New York
$2.21億 +$4.05億 8 6.26% 買い増し
556
River Road Asset Management
River Road Asset Management
Kentucky
$2.21億 +$3595万 4 2.45% 買い増し
557
Wedge Capital Management
Wedge Capital Management
North Carolina
$2.2億 +$343万 14 3.63% 買い増し
558
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$2.19億 +$4068万 14 1.4% 買い増し
559
Banco Santander
Banco Santander
Spain
$2.19億 +$2554万 16 1.36% 買い増し
560
iA Global Asset Management
iA Global Asset Management
Quebec, Canada
$2.18億 -$1641万 15 2.6% 減少
561
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$2.18億 -$2.42億 10 0.81% 減少
562
Insight Holdings Group
Insight Holdings Group
New York
$2.18億 +$2.77億 3 16.55% 買い増し
563
Redwood Capital Management
Redwood Capital Management
New York
$2.18億 +$1.66億 2 23.48% 新規
564
Goanna Capital Management
Goanna Capital Management
Florida
$2.18億 +$2.16億 1 97.37% 新規
565
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$2.16億 +$2511万 1 2.09% 買い増し
566
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$2.14億 +$1849万 34 2.59% 買い増し
567
Americana Partners
Americana Partners
Texas
$2.14億 +$2863万 22 4.82% 買い増し
568
HC
Henshaw Capital
Massachusetts
$2.12億 -$1269万 10 6.89% 減少
569
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$2.12億 -$750万 17 1.68% 減少
570
Appaloosa LP
Appaloosa LP
New Jersey
$2.12億 +$8190万 2 2.74% 買い増し
571
Prospera Financial Services
Prospera Financial Services
Texas
$2.11億 +$507万 35 3.07% 買い増し
572
Silvant Capital Management
Silvant Capital Management
Georgia
$2.1億 +$2998万 18 6.1% 買い増し
573
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$2.08億 -$1189万 12 3.46% 減少
574
OP Asset Management
OP Asset Management
$2.07億 -$6652万 21 2.21% 減少
575
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$2.07億 +$341万 44 3.07% 買い増し