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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
1851
Wealth Alliance
Wealth Alliance
New York
$2031万 +$149万 16 1.7% 買い増し
1852
Herbst Group
Herbst Group
Connecticut
$2028万 -$387万 6 11.05% 減少
1853
DDD Partners
DDD Partners
Washington
$2024万 -$822万 6 1.26% 減少
1854
Victrix Investment Advisors
Victrix Investment Advisors
Florida
$2022万 +$219万 7 8.48% 買い増し
1855
Peregrine Investment Management
Peregrine Investment Management
Ontario, Canada
$2020万 -$364万 2 8.61% 減少
1856
Personal CFO Solutions
Personal CFO Solutions
New Jersey
$2017万 +$26.1万 20 2.92% 買い増し
1857
Polaris Capital Management
Polaris Capital Management
Massachusetts
$2015万 -$1291万 2 1.9% 減少
1858
MAM
Morse Asset Management
Connecticut
$2014万 +$8.38万 19 3.34% 買い増し
1859
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$2012万 -$549万 4 3.2% 減少
1860
Nemes Rush Group
Nemes Rush Group
Michigan
$2011万 +$79.4万 22 1.66% 買い増し
1861
Mitchell McLeod Pugh & Williams
Mitchell McLeod Pugh & Williams
Alabama
$2009万 +$281万 14 2.47% 買い増し
1862
WealthPlan Investment Management
WealthPlan Investment Management
Nebraska
$2008万 -$198万 11 1% 減少
1863
Tandem Capital Management
Tandem Capital Management
New Jersey
$2007万 +$45.4万 6 8.44% 買い増し
1864
Cypress Funds
Cypress Funds
California
$2006万 -$692万 1 6.39% 減少
1865
Perennial Investment Advisors
Perennial Investment Advisors
California
$2004万 +$409万 17 1.33% 買い増し
1866
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$2004万 +$205万 4 2.07% 買い増し
1867
State of Wyoming
State of Wyoming
Wyoming
$2002万 +$303万 59 2.02% 買い増し
1868
Avantax Planning Partners
Avantax Planning Partners
Iowa
$2002万 +$60.3万 12 0.5% 買い増し
1869
TC
TTRF Capital
$1999万 +$2337万 1 13.18% 新規
1870
Bard Associates
Bard Associates
Illinois
$1997万 -$353万 9 4.43% 減少
1871
Wills Financial Group
Wills Financial Group
Virginia
$1997万 +$4.82万 6 7.27% 買い増し
1872
Two Point Capital Management
Two Point Capital Management
New York
$1997万 -$18.5万 3 8.04% 減少
1873
SF
Symphony Financial
Texas
$1996万 +$557万 13 2.18% 買い増し
1874
Evolution Wealth Advisors
Evolution Wealth Advisors
Florida
$1996万 +$70.7万 3 2.33% 買い増し
1875
Fogel Capital Management
Fogel Capital Management
Florida
$1994万 -$49.7万 4 8.02% 減少