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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
2076
Dorsey Wright & Associates
Dorsey Wright & Associates
California
$1625万 -$3642万 5 2.76% 減少
2077
III
Independent Investors Inc
New York
$1621万 -$398万 5 3.1% 減少
2078
Think Investments
Think Investments
California
$1618万 +$1395万 1 1.91% 新規
2079
Investment Research & Advisory Group
Investment Research & Advisory Group
Georgia
$1614万 +$11.8万 11 4.98% 買い増し
2080
Gateway Wealth Partners
Gateway Wealth Partners
Wisconsin
$1610万 -$1015万 14 0.97% 減少
2081
BNC Wealth Management
BNC Wealth Management
Oregon
$1610万 -$271万 5 3.89% 減少
2082
Ellsworth Advisors
Ellsworth Advisors
Ohio
$1609万 +$258万 8 2.64% 買い増し
2083
Ironwood Investment Counsel
Ironwood Investment Counsel
Arizona
$1607万 -$24.3万 10 2.11% 減少
2084
Ithaka Group
Ithaka Group
Virginia
$1606万 +$711万 3 2.92% 買い増し
2085
Zions Bancorporation, National Association
Zions Bancorporation, National Association
Utah
$1606万 -$213万 50 0.96% 減少
2086
Convergence Investment Partners
Convergence Investment Partners
Florida
$1605万 +$229万 6 1.52% 買い増し
2087
Westpac Banking Corp
Westpac Banking Corp
Australia
$1604万 -$22.3万 19 0.99% 減少
2088
TW
Titan Wealth
$1604万 -$378万 4 5.95% 減少
2089
Thompson Investment Management
Thompson Investment Management
Wisconsin
$1603万 -$4,488 12 1.84% 減少
2090
Alpine Woods Capital Investors
Alpine Woods Capital Investors
New York
$1602万 +$185万 6 3.48% 買い増し
2091
Morgens Waterfall Vintiadis & Co
Morgens Waterfall Vintiadis & Co
New York
$1600万 $0 2 12.2% 維持
2092
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1599万 +$216万 19 0.85% 買い増し
2093
Condor Capital Management
Condor Capital Management
New Jersey
$1597万 +$137万 4 1.2% 買い増し
2094
Hilltop Holdings
Hilltop Holdings
Texas
$1594万 -$172万 19 1.24% 減少
2095
GeoWealth Management
GeoWealth Management
Illinois
$1594万 +$59.2万 22 0.5% 買い増し
2096
Platform Technology Partners
Platform Technology Partners
New York
$1594万 +$93.7万 13 2.61% 買い増し
2097
Legacy Advisors
Legacy Advisors
Pennsylvania
$1593万 +$266万 14 1.49% 買い増し
2098
Secure Asset Management
Secure Asset Management
Michigan
$1593万 +$51.3万 11 2.23% 買い増し
2099
Manhattan West Asset Management
Manhattan West Asset Management
California
$1592万 +$440万 9 2.66% 買い増し
2100
SageView Advisory Group
SageView Advisory Group
California
$1590万 -$49.5万 18 0.52% 減少