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
1351	J.L. Bainbridge & Co Sarasota, Florida	$3851万	-$50.4万	3	3.03%	減少
1352	Cyndeo Wealth Partners St. Petersburg, Florida	$3834万	-$245万	13	1.81%	減少
1353	Talbot Financial Bellevue, Washington	$3827万	+$102万	4	2.82%	買い増し
1354	Topline Capital Management Santa Monica, California	$3820万	-$1368万	4	9.9%	減少
1355	Teamwork Financial Advisors San Antonio, Texas	$3816万	+$346万	10	3.46%	買い増し
1356	PAM Pegasus Asset Management Montebello, New York	$3792万	+$769万	8	10.81%	買い増し
1357	Integrated Advisors Network Dallas, Texas	$3790万	+$918万	17	1.74%	買い増し
1358	Montag & Associates Atlanta, Georgia	$3787万	-$107万	34	1.6%	減少
1359	NBT Bank Norwich, New York	$3785万	-$687万	21	2.51%	減少
1360	Strategy Asset Managers Pasadena, California	$3774万	-$157万	11	5.64%	減少
1361	Antipodes Partners Royal Exchange, Australia	$3760万	+$147万	4	0.69%	買い増し
1362	Parkwood LLC Cleveland, Ohio	$3754万	+$2447万	4	2.69%	買い増し
1363	Ananym Capital Management New York	$3745万	+$1541万	1	13.47%	買い増し
1364	Nations Financial Group Cedar Rapids, Iowa	$3742万	+$169万	18	1.79%	買い増し
1365	Apella Capital West Hartford, Connecticut	$3742万	+$113万	15	0.53%	買い増し
1366	Hilton Capital Management Garden City, New York	$3739万	+$1057万	7	2.54%	買い増し
1367	Parallax Volatility Advisers San Francisco, California	$3739万	-$584万	7	0.06%	減少
1368	Lowe Brockenbrough & Co Richmond, Virginia	$3739万	-$16万	10	1.66%	減少
1369	Estuary Capital Management Wayzata, Minnesota	$3737万	+$4119万	1	6.34%	新規
1370	Panview Capital Hong Kong	$3727万	+$3250万	1	6.56%	新規
1371	ARS Wealth Advisors Group St. Petersburg, Florida	$3727万	+$19万	7	2.92%	買い増し
1372	Builder Investment Group Atlanta, Georgia	$3723万	+$481万	9	7.38%	買い増し
1373	Arvest Bank Trust Division Dewey, Oklahoma	$3722万	+$273万	9	1.81%	買い増し
1374	Wedbush Fund Advisers Pasadena, California	$3721万	+$1179万	3	3.3%	買い増し
1375	Susquehanna Portfolio Strategies Bala Cynwyd, Pennsylvania	$3717万	-$7125万	12	0.59%	減少