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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
126
Russell Investments Group
Russell Investments Group
United Kingdom
$23億 +$2.87億 93 2.02% 買い増し
127
Temasek Holdings
Temasek Holdings
Singapore
$22.9億 +$17.5億 7 6.15% 買い増し
128
Renaissance Technologies
Renaissance Technologies
New York
$22.5億 +$2.08億 69 3.1% 買い増し
129
Harvard Management Company
Harvard Management Company
Massachusetts
$22.1億 +$22億 1 51.84% 新規
130
Fidelity International
Fidelity International
Bermuda
$21.8億 -$3882万 42 1.57% 減少
131
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.8億 +$3804万 72 1.7% 買い増し
132
Jones Financial Companies
Jones Financial Companies
Missouri
$21億 +$4653万 103 0.84% 買い増し
133
Holocene Advisors
Holocene Advisors
New York
$20.7億 +$2.2億 23 4.67% 買い増し
134
Quantinno Capital Management
Quantinno Capital Management
New York
$20.5億 +$3.03億 70 2.47% 買い増し
135
ARK Investment Management
ARK Investment Management
Florida
$20.4億 +$8.11億 20 13.22% 買い増し
136
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$19.9億 -$9069万 52 3.34% 減少
137
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$19.6億 +$7395万 41 2.94% 買い増し
138
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.5億 +$1.3億 50 2.43% 買い増し
139
Allianz Asset Management
Allianz Asset Management
Germany
$19.3億 +$3.2億 40 1.57% 買い増し
140
TD Asset Management
TD Asset Management
Ontario, Canada
$19.2億 -$3.57億 44 1.66% 減少
141
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$18.9億 +$5932万 63 3.14% 買い増し
142
StepStone Group
StepStone Group
California
$18.9億 +$18.2億 3 87.51% 買い増し
143
Allspring Global Investments
Allspring Global Investments
North Carolina
$18.4億 +$1807万 49 2.81% 買い増し
144
TCM
Tao Capital Management
California
$18.2億 +$18億 1 93.75% 買い増し
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$18.2億 +$1.37億 70 3.66% 買い増し
146
Prudential Financial
Prudential Financial
New Jersey
$17.8億 -$2億 65 1.94% 減少
147
Marshall Wace
Marshall Wace
United Kingdom
$17.3億 +$1.28億 67 1.37% 買い増し
148
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$17.2億 -$6.07億 34 4.92% 減少
149
Winslow Capital Management
Winslow Capital Management
Minnesota
$17.1億 +$2468万 5 5.89% 買い増し
150
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$16.9億 +$101万 24 2.41% 買い増し