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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
1101
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$5758万 +$62.7万 7 2.39% 買い増し
1102
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$5751万 -$79.8万 7 3.72% 減少
1103
Centiva Capital
Centiva Capital
New York
$5745万 +$3552万 30 0.5% 買い増し
1104
United Capital Management of KS
United Capital Management of KS
Kansas
$5740万 -$3.8万 8 7.52% 減少
1105
Landscape Capital Management
Landscape Capital Management
New Jersey
$5738万 -$2056万 14 3.72% 減少
1106
DCM
Dilation Capital Management
New York
$5733万 +$2177万 4 23.13% 買い増し
1107
Venturi Wealth Management
Venturi Wealth Management
Texas
$5721万 +$243万 21 2.21% 買い増し
1108
Abner Herrman & Brock
Abner Herrman & Brock
New Jersey
$5713万 +$1215万 5 5.42% 買い増し
1109
M&G plc
M&G plc
United Kingdom
$5704万 +$3335万 6 0.28% 買い増し
1110
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$5704万 +$404万 55 1.96% 買い増し
1111
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$5698万 -$119万 30 2.31% 減少
1112
ACG
Aventail Capital Group
New York
$5697万 -$1054万 5 3.27% 減少
1113
CK
Cohen Klingenstein
New York
$5674万 -$6.83万 7 1.62% 減少
1114
Distillate Capital Partners
Distillate Capital Partners
Illinois
$5672万 +$2373万 4 2.95% 買い増し
1115
Value Base
Value Base
Israel
$5666万 +$203万 1 34.9% 買い増し
1116
Evergreen Capital Management
Evergreen Capital Management
Washington
$5665万 -$614万 41 0.99% 減少
1117
Keystone Investors
Keystone Investors
Singapore
$5662万 +$4934万 3 3.03% 新規
1118
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
$5659万 -$55万 9 5.75% 減少
1119
Diversified Trust
Diversified Trust
Tennessee
$5656万 -$1098万 26 0.91% 減少
1120
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$5636万 +$1982万 5 1.57% 買い増し
1121
Harvest Investment Services
Harvest Investment Services
Illinois
$5633万 -$309万 14 8.71% 減少
1122
Empirical Finance
Empirical Finance
Pennsylvania
$5620万 +$66.9万 18 2.34% 買い増し
1123
PFG Investments
PFG Investments
New York
$5619万 +$975万 28 2.18% 買い増し
1124
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$5614万 -$44.9万 4 5.73% 減少
1125
Sargent Investment Group
Sargent Investment Group
Maryland
$5602万 -$421万 10 6.74% 減少