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
1826	Biondo Investment Advisors Milford, Pennsylvania	$2091万	+$853万	2	2.56%	買い増し
1827	Laurion Capital Management New York	$2089万	+$842万	8	0.54%	買い増し
1828	Focus Financial Network Minneapolis, Minnesota	$2082万	+$340万	16	0.64%	買い増し
1829	Evolve Private Wealth Los Angeles, California	$2082万	-$1115万	28	1.27%	減少
1830	Vista Investment Partners Oklahoma City, Oklahoma	$2079万	-$76.4万	10	5.23%	減少
1831	Lumbard & Kellner Hollis, New Hampshire	$2079万	+$27.9万	8	6.3%	買い増し
1832	QVT Financial New York	$2075万	-$147万	4	1.22%	減少
1833	SPC Stony Point Capital New York	$2075万	+$2426万	1	1.35%	新規
1834	Lansing Management New York	$2073万	+$8.45万	1	12.55%	買い増し
1835	Northeast Investment Management Boston, Massachusetts	$2070万	-$1078万	6	0.76%	減少
1836	OFCM One Fin Capital Management San Francisco, California	$2069万	+$2063万	2	6.68%	新規
1837	Meiji Yasuda America New York	$2068万	+$381万	2	3.46%	買い増し
1838	Foyston, Gordon, & Payne Toronto, Ontario, Canada	$2067万	+$25.7万	4	4.42%	買い増し
1839	BigSur Wealth Management Miami, Florida	$2063万	+$171万	10	4.97%	買い増し
1840	Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$2057万	+$65万	6	4.03%	買い増し
1841	Jay A. Fishman Ltd Troy, Michigan	$2049万	-$27.1万	7	1.63%	減少
1842	SP SIH Partners Wilmington, Delaware	$2048万	-$1199万	8	0.13%	減少
1843	GWM Gibbs Wealth Management Alpharetta, Georgia	$2047万	-$27.9万	18	2.47%	減少
1844	CMH Wealth Management Portsmouth, New Hampshire	$2045万	+$98.1万	7	3.12%	買い増し
1845	Rockland Trust Hanover, Massachusetts	$2045万	-$3028万	9	0.8%	減少
1846	Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina	$2040万	-$84.6万	4	2.47%	減少
1847	SMA Capital New York	$2036万	-$1770万	3	8.55%	減少
1848	CWM Compass Wealth Management Guilford, Connecticut	$2035万	+$388万	10	3.85%	買い増し
1849	McGowan Group Asset Management Dallas, Texas	$2034万	-$23.6万	9	2.47%	減少
1850	Aviance Capital Partners Naples, Florida	$2033万	+$54.3万	9	2.11%	買い増し