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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
1951
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$1852万 +$54.2万 12 0.46% 買い増し
1952
Stablepoint Partners
Stablepoint Partners
Massachusetts
$1849万 -$62.1万 7 2.56% 減少
1953
ICICI Prudential Asset Management
ICICI Prudential Asset Management
India
$1849万 -$281万 7 2.02% 減少
1954
Onex Canada Asset Management
Onex Canada Asset Management
Ontario, Canada
$1845万 $0 4 2.84% 維持
1955
Parr McKnight Wealth Management Group
Parr McKnight Wealth Management Group
Minnesota
$1844万 +$65.5万 8 2.18% 買い増し
1956
Fulton Breakefield Broenniman
Fulton Breakefield Broenniman
Maryland
$1842万 -$64.2万 8 1.09% 減少
1957
Marietta Investment Partners
Marietta Investment Partners
Wisconsin
$1839万 -$74.3万 9 3.16% 減少
1958
Westhampton Capital
Westhampton Capital
North Carolina
$1839万 -$96.1万 10 7.63% 減少
1959
1900 Wealth Management
1900 Wealth Management
Texas
$1836万 +$1501万 8 1.02% 買い増し
1960
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1836万 -$1325万 1 0.44% 減少
1961
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$1836万 +$1567万 2 0.32% 新規
1962
1776 Wealth
1776 Wealth
Georgia
$1832万 +$22.7万 3 6.46% 買い増し
1963
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$1832万 -$34.4万 2 3.3% 減少
1964
WPI
Walter Public Investments
Canada
$1830万 -$452万 2 4.4% 減少
1965
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$1827万 +$197万 6 1.61% 買い増し
1966
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
$1823万 -$159万 10 0.7% 減少
1967
RFMS
RWQ Financial Management Services
Florida
$1823万 +$1121万 3 8.79% 買い増し
1968
Qtron Investments
Qtron Investments
Massachusetts
$1822万 -$105万 17 2.43% 減少
1969
Embree Financial Group
Embree Financial Group
Illinois
$1822万 +$369万 12 1.82% 買い増し
1970
one8zero8 LLC
one8zero8 LLC
North Carolina
$1821万 +$412万 10 3.61% 買い増し
1971
Searle & Co
Searle & Co
Connecticut
$1819万 -$572万 8 4.09% 減少
1972
Maestria Partners
Maestria Partners
Georgia
$1819万 $0 1 6.32% 維持
1973
Axxion S.A.
Axxion S.A.
Luxembourg
$1818万 +$1790万 9 1.29% 新規
1974
ShawSpring Partners
ShawSpring Partners
Massachusetts
$1815万 +$1534万 1 7.82% 新規
1975
Darden Wealth Group
Darden Wealth Group
Michigan
$1814万 +$5,434 10 7.19% 買い増し