← 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
1226
Central Securities
Central Securities
New York
$4668万 $0 1 3.48% 維持
1227
Avalon Global Asset Management
Avalon Global Asset Management
California
$4665万 +$292万 3 5.09% 買い増し
1228
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
$4665万 +$594万 1 6.3% 買い増し
1229
Pine Valley Investments
Pine Valley Investments
New Jersey
$4660万 +$464万 17 1.84% 買い増し
1230
IBEX Wealth Advisors
IBEX Wealth Advisors
New Jersey
$4659万 -$142万 5 3.65% 減少
1231
Empirical Wealth Management
Empirical Wealth Management
Washington
$4656万 +$134万 24 0.68% 買い増し
1232
Soltis Investment Advisors
Soltis Investment Advisors
Utah
$4631万 +$203万 16 2.58% 買い増し
1233
CVFG LLC
CVFG LLC
Indiana
$4628万 -$484万 13 4.86% 減少
1234
Semper Augustus Investments Group
Semper Augustus Investments Group
Colorado
$4618万 +$325万 2 5.22% 買い増し
1235
Allianz
Allianz
Germany
$4616万 +$564万 15 0.49% 買い増し
1236
Modera Wealth Management
Modera Wealth Management
New Jersey
$4613万 -$89.2万 14 0.49% 減少
1237
Atomi Financial Group
Atomi Financial Group
New York
$4609万 -$27.8万 25 1.2% 減少
1238
Amica Mutual Insurance
Amica Mutual Insurance
Rhode Island
$4591万 -$299万 8 3.82% 減少
1239
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
$4573万 +$1684万 11 2.4% 買い増し
1240
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$4568万 -$4121万 1 3.13% 減少
1241
Romano Brothers & Co
Romano Brothers & Co
Illinois
$4542万 -$67.1万 10 4.57% 減少
1242
Plato Investment Management
Plato Investment Management
Australia
$4533万 +$1340万 20 2.59% 買い増し
1243
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$4529万 -$201万 20 2.43% 減少
1244
Shay Capital
Shay Capital
New York
$4524万 +$3632万 12 2.91% 買い増し
1245
Coastal Bridge Advisors
Coastal Bridge Advisors
Connecticut
$4519万 +$127万 20 2.79% 買い増し
1246
Hemenway Trust Hemenway Trust
Hemenway Trust Hemenway Trust
New Hampshire
$4518万 -$26.7万 5 3.16% 減少
1247
Novare Capital Management
Novare Capital Management
North Carolina
$4516万 +$17.5万 9 3.21% 買い増し
1248
Bluegrass Capital Partners
Bluegrass Capital Partners
Florida
$4512万 -$903万 2 29.31% 減少
1249
F/M Investments
F/M Investments
District of Columbia
$4509万 +$85.3万 17 2.29% 買い増し
1250
Wilkinson Global Asset Management
Wilkinson Global Asset Management
New York
$4495万 -$77.6万 2 3.57% 減少