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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
51
Dodge & Cox
Dodge & Cox
California
$90億 -$9011万 8 4.71% 減少
52
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$86.6億 +$86.1億 1 54.89% 新規
53
Principal Financial Group
Principal Financial Group
Iowa
$81.2億 -$6.98億 57 3.99% 減少
54
AllianceBernstein
AllianceBernstein
Tennessee
$80.6億 +$6.77億 83 2.67% 買い増し
55
Deutsche Bank
Deutsche Bank
Germany
$72.3億 -$2.44億 91 2.1% 減少
56
Jupiter Topco
Jupiter Topco
New York
$69.4億 +$67.1億 68 2.83% 新規
57
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$68.8億 +$2.19億 83 8.21% 買い増し
58
Amundi
Amundi
France
$68.1億 -$7.17億 57 1.64% 減少
59
K5 Global Advisor
K5 Global Advisor
Florida
$65.9億 +$65.6億 1 99.99% 新規
60
Envestnet Asset Management
Envestnet Asset Management
Illinois
$65億 +$3.05億 74 1.53% 買い増し
61
Millennium Management
Millennium Management
New York
$63.1億 +$31億 83 2.28% 買い増し
62
Raymond James Financial
Raymond James Financial
Florida
$62億 +$4.21億 97 1.68% 買い増し
63
First Trust Advisors
First Trust Advisors
Illinois
$60.6億 +$5.7億 68 3.57% 買い増し
64
Swiss National Bank
Swiss National Bank
Switzerland
$59.5億 -$625万 67 3.11% 減少
65
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$59億 +$16.9億 41 3.87% 買い増し
66
American Century Companies
American Century Companies
Missouri
$58.2億 +$9.7億 70 2.57% 買い増し
67
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$57.9億 +$49.2億 43 8.55% 買い増し
68
Barclays
Barclays
United Kingdom
$57.1億 -$9.38億 107 1.1% 減少
69
VanEck Associates
VanEck Associates
New York
$56.8億 -$7.98億 50 3.46% 減少
70
Alpha Wave Global
Alpha Wave Global
New York
$54.5億 +$53.2億 6 87.3% 買い増し
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$53.9億 +$9.5億 94 1.86% 買い増し
72
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$52.4億 +$2.17億 37 3% 買い増し
73
SG Americas Securities
SG Americas Securities
New York
$51.8億 +$29.5億 69 2.9% 買い増し
74
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$51.4億 +$4.73億 67 2.85% 買い増し
75
Sanders Capital
Sanders Capital
Florida
$50.1億 +$4.44億 4 5.02% 買い増し