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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
176
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.1億 +$7625万 15 0.71% 買い増し
177
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$13.9億 -$5147万 62 1.4% 減少
178
Rizvi Traverse Management
Rizvi Traverse Management
Florida
$13.9億 +$13.9億 2 98.76% 新規
179
Squarepoint
Squarepoint
New York
$13.9億 -$8645万 71 1.53% 減少
180
LSV Asset Management
LSV Asset Management
Illinois
$13.9億 +$4812万 15 2.52% 買い増し
181
Pentwater Capital Management
Pentwater Capital Management
Florida
$13.8億 -$1.53億 3 8.46% 減少
182
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$13.8億 +$2.65億 35 2.08% 買い増し
183
Select Equity Group
Select Equity Group
New York
$13.7億 +$5.66億 12 6.79% 買い増し
184
Pictet Asset Management
Pictet Asset Management
Switzerland
$13.7億 -$1864万 63 1.31% 減少
185
Dragoneer Investment Group
Dragoneer Investment Group
California
$13.7億 +$13.6億 1 48.22% 新規
186
Tidal Investments
Tidal Investments
Wisconsin
$13.6億 +$5.05億 66 2.36% 買い増し
187
Man Group
Man Group
United Kingdom
$13.6億 +$1.74億 48 2.16% 買い増し
188
Mariner
Mariner
Kansas
$13.5億 -$9315万 59 1.42% 減少
189
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.4億 +$9316万 80 1.22% 買い増し
190
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$13.4億 +$9.6億 14 5.85% 買い増し
191
Clal Insurance
Clal Insurance
Israel
$13.1億 -$1.23億 8 5.86% 減少
192
Penserra Capital Management
Penserra Capital Management
California
$13億 +$5.6億 47 9.96% 買い増し
193
Aberdeen Group
Aberdeen Group
United Kingdom
$12.9億 -$1.24億 23 1.81% 減少
194
Lightspeed Management Company
Lightspeed Management Company
California
$12.8億 +$12.4億 2 53.42% 買い増し
195
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$12.5億 +$4.2億 9 3.66% 買い増し
196
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$12.5億 +$2.05億 29 6.07% 買い増し
197
Cerity Partners
Cerity Partners
New York
$12.3億 +$5341万 65 1.49% 買い増し
198
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$12.3億 -$2.31億 52 1.26% 減少
199
Soroban Capital Partners
Soroban Capital Partners
New York
$12億 +$5157万 1 2.5% 買い増し
200
Royal London Asset Management
Royal London Asset Management
United Kingdom
$11.9億 +$1.32億 22 2.2% 買い増し