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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
901
PDT Partners
PDT Partners
New York
$8608万 -$3925万 19 4.52% 減少
902
Wedbush Securities
Wedbush Securities
California
$8576万 +$660万 33 2.21% 買い増し
903
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$8557万 +$532万 32 2% 買い増し
904
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
$8532万 -$2794万 6 0.88% 減少
905
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$8506万 +$85.2万 32 0.72% 買い増し
906
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$8503万 -$86.9万 12 2.87% 減少
907
Argent Trust Co
Argent Trust Co
Tennessee
$8469万 +$260万 19 2.45% 買い増し
908
Oaktree Capital Management
Oaktree Capital Management
California
$8466万 +$4125万 2 1.17% 買い増し
909
Stansberry Asset Management
Stansberry Asset Management
Texas
$8459万 +$2532万 6 7.75% 買い増し
910
Cat Rock Capital Management
Cat Rock Capital Management
Connecticut
$8437万 +$2119万 1 19.57% 買い増し
911
Tempo Wealth
Tempo Wealth
Ohio
$8428万 -$1544万 11 12.48% 減少
912
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$8423万 -$777万 1 1.24% 減少
913
Sapient Capital
Sapient Capital
Indiana
$8422万 -$4290万 14 1.1% 減少
914
AP
Archon Partners
New Jersey
$8418万 +$277万 5 8.99% 買い増し
915
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$8406万 -$51.1万 16 1.32% 減少
916
Eagle Global Advisors
Eagle Global Advisors
Texas
$8396万 -$8.08万 9 2.78% 減少
917
Old West Investment Management
Old West Investment Management
California
$8326万 +$1813万 13 8.82% 買い増し
918
Starboard Value
Starboard Value
New York
$8311万 -$6365万 1 1.84% 減少
919
SteelPeak Wealth
SteelPeak Wealth
California
$8307万 +$670万 25 2.15% 買い増し
920
Perigon Wealth Management
Perigon Wealth Management
California
$8269万 -$7.28万 31 1.3% 減少
921
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$8266万 +$1414万 18 1.05% 買い増し
922
Trustees of The University of Pennsylvania
Trustees of The University of Pennsylvania
Pennsylvania
$8250万 -$1940万 1 79.14% 減少
923
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$8154万 -$781万 105 2% 減少
924
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$8150万 -$1516万 8 2.65% 減少
925
Mar Vista Investment Partners
Mar Vista Investment Partners
California
$8101万 -$3308万 3 8.06% 減少