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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
726
Shelton Capital Management
Shelton Capital Management
Colorado
$1.3億 +$852万 34 2.41% 買い増し
727
Carmignac Gestion
Carmignac Gestion
France
$1.3億 +$9080万 2 1.68% 買い増し
728
Carrhae Capital
Carrhae Capital
United Kingdom
$1.29億 -$5272万 1 3.58% 減少
729
Lexington Partners
Lexington Partners
New York
$1.29億 -$1.19億 1 96.6% 減少
730
Irenic Capital Management
Irenic Capital Management
New York
$1.28億 $0 1 6.15% 維持
731
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$1.28億 -$281万 13 3.55% 減少
732
PEAK6
PEAK6
Illinois
$1.28億 +$7268万 32 0.26% 買い増し
733
Graham Capital Management
Graham Capital Management
Connecticut
$1.28億 +$2033万 33 2.33% 買い増し
734
DSM Capital Partners
DSM Capital Partners
Florida
$1.26億 -$1226万 6 2.17% 減少
735
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$1.26億 +$99.5万 16 1.21% 買い増し
736
Chicago Capital
Chicago Capital
Illinois
$1.26億 -$274万 15 3.04% 減少
737
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
$1.26億 -$99.4万 14 2.21% 減少
738
UMB Bank
UMB Bank
Missouri
$1.26億 -$3171万 52 1.59% 減少
739
Cartenna Capital
Cartenna Capital
Connecticut
$1.25億 -$1.69億 4 2.98% 減少
740
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$1.25億 +$3088万 13 2.38% 買い増し
741
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$1.25億 +$1614万 11 3.51% 買い増し
742
Voleon Capital Management
Voleon Capital Management
California
$1.25億 -$655万 23 2.28% 減少
743
Cacti Asset Management
Cacti Asset Management
Georgia
$1.25億 $0 4 6.25% 維持
744
Samlyn Capital
Samlyn Capital
New York
$1.24億 +$731万 2 2.02% 買い増し
745
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$1.24億 +$1490万 42 2.12% 買い増し
746
WesBanco Bank
WesBanco Bank
West Virginia
$1.24億 +$80.4万 15 3.08% 買い増し
747
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$1.23億 +$9703万 8 3.36% 買い増し
748
Erste Asset Management
Erste Asset Management
Austria
$1.23億 -$1017万 25 0.95% 減少
749
Capital International
Capital International
California
$1.22億 -$1894万 9 4% 減少
750
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$1.22億 +$1346万 11 2.7% 買い増し