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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
826
VARA
Value Aligned Research Advisors
New Jersey
$1.01億 +$1億 1 0.25% 新規
827
Mark Asset Management
Mark Asset Management
New York
$1.01億 +$272万 4 6.78% 買い増し
828
New Age Alpha Advisors
New Age Alpha Advisors
New York
$1.01億 +$68.2万 32 4.26% 買い増し
829
Perpetual Ltd
Perpetual Ltd
Australia
$1億 +$6435万 13 1.43% 買い増し
830
Hamilton Capital Partners (Canada)
Hamilton Capital Partners (Canada)
$1億 +$1446万 3 2.9% 買い増し
831
Blue Grotto Capital
Blue Grotto Capital
Georgia
$9973万 +$2815万 2 8.32% 買い増し
832
Letko, Brosseau & Associates
Letko, Brosseau & Associates
Quebec, Canada
$9966万 +$2225万 1 1.47% 買い増し
833
CapWealth Advisors
CapWealth Advisors
Tennessee
$9961万 +$57.5万 5 6.83% 買い増し
834
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$9938万 -$1712万 10 5.27% 減少
835
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$9927万 -$22万 13 2.36% 減少
836
MGO One Seven
MGO One Seven
Ohio
$9899万 +$886万 34 1.64% 買い増し
837
Waratah Capital Advisors
Waratah Capital Advisors
Ontario, Canada
$9890万 +$314万 11 3.36% 買い増し
838
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$9884万 -$1675万 7 0.76% 減少
839
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$9871万 +$338万 20 1.87% 買い増し
840
Castleark Management
Castleark Management
Illinois
$9862万 +$1636万 14 2.66% 買い増し
841
Quilter Plc
Quilter Plc
United Kingdom
$9845万 +$1387万 6 1.48% 買い増し
842
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$9813万 +$161万 14 4.26% 買い増し
843
Rivermont Capital Management
Rivermont Capital Management
New York
$9708万 +$3407万 2 13.77% 買い増し
844
Ironvine Capital Partners
Ironvine Capital Partners
Nebraska
$9704万 +$1496万 5 9.04% 買い増し
845
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$9699万 -$6612万 21 0.6% 減少
846
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$9612万 -$704万 15 2.73% 減少
847
Gladstone Capital Management
Gladstone Capital Management
United Kingdom
$9509万 -$3752万 2 9.41% 減少
848
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$9503万 -$5192万 5 0.91% 減少
849
Ostrum Asset Management
Ostrum Asset Management
France
$9493万 -$162万 17 4.57% 減少
850
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$9434万 +$8265万 10 1.22% 買い増し