← 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
1001
Catalyst Funds Management
Catalyst Funds Management
Australia
$6992万 +$3414万 21 3.92% 買い増し
1002
SouthState Corp
SouthState Corp
Florida
$6991万 +$347万 35 2.92% 買い増し
1003
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$6984万 +$13.4万 7 1.01% 買い増し
1004
CA
Cornerstone Advisors
North Carolina
$6961万 +$2270万 4 2.29% 買い増し
1005
Inspire Investing
Inspire Investing
Idaho
$6946万 +$879万 29 2.85% 買い増し
1006
Rheos Capital Works
Rheos Capital Works
Japan
$6936万 -$2369万 6 3.95% 減少
1007
Marks Group Wealth Management
Marks Group Wealth Management
Minnesota
$6918万 -$1304万 17 6.03% 減少
1008
Delta Asset Management
Delta Asset Management
Tennessee
$6875万 -$52.2万 12 5.95% 減少
1009
Essex Investment Management
Essex Investment Management
Massachusetts
$6870万 -$285万 16 9% 減少
1010
Narwhal Capital Management
Narwhal Capital Management
Georgia
$6804万 -$641万 7 4.7% 減少
1011
Coldstream Capital Management
Coldstream Capital Management
Washington
$6787万 -$101万 32 0.85% 減少
1012
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$6781万 +$1438万 6 1.32% 買い増し
1013
McGuire Investment Group
McGuire Investment Group
Rhode Island
$6777万 +$8.95万 10 5.94% 買い増し
1014
General American Investors
General American Investors
New York
$6769万 +$898万 3 4.01% 買い増し
1015
59 North Capital Management
59 North Capital Management
Texas
$6763万 +$6321万 1 1.51% 新規
1016
Maple Capital Management
Maple Capital Management
Vermont
$6752万 -$45.1万 3 4.01% 減少
1017
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$6740万 +$1023万 12 1.9% 買い増し
1018
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$6666万 -$14.3万 21 0.79% 減少
1019
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
$6646万 +$4428万 2 3.73% 買い増し
1020
Running Oak Capital
Running Oak Capital
Minnesota
$6643万 -$3210万 8 11.33% 減少
1021
MIM
Meridiem Investment Management
United Kingdom
$6641万 +$5835万 1 1.78% 買い増し
1022
IHT Wealth Management
IHT Wealth Management
Illinois
$6640万 +$728万 28 1.41% 買い増し
1023
Penn Davis McFarland
Penn Davis McFarland
Texas
$6628万 -$1,270 4 5.9% 減少
1024
GAMMA Investing
GAMMA Investing
California
$6624万 +$298万 79 2.46% 買い増し
1025
Wesleyan Assurance Society
Wesleyan Assurance Society
United Kingdom
$6596万 -$5.46万 7 3.33% 減少