Modernización de la defensa
La modernización de la defensa abarca el rearme y la renovación tecnológica en curso, mientras los gobiernos aumentan sus presupuestos militares y reponen inventarios agotados. Los contratos son de largo plazo, cuentan con financiamiento y son relativamente insensibles al ciclo económico.
163 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 226 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| USD 1022 M | +USD 339 M | 13 | 7.41% | Aumentadas |
|
| 227 |
Vanguard Investments Australia
Victoria,
Australia
| USD 1016 M | +USD 54.7 M | 67 | 2.53% | Aumentadas |
|
| 228 |
Lazard Asset Management
New York
| USD 1013 M | +USD 49.1 M | 38 | 1.53% | Aumentadas |
|
| 229 |
Gotham Asset Management
New York
| USD 1009 M | +USD 182 M | 52 | 2.35% | Aumentadas |
|
| 230 |
Nomura Asset Management
Tokyo,
Japan
| USD 1001 M | +USD 80.9 M | 40 | 2.14% | Aumentadas |
|
| 231 |
Kestra Advisory Services
Austin,
Texas
| USD 995 M | +USD 55.8 M | 47 | 3.21% | Aumentadas |
|
| 232 |
Asset Management One
Tokyo,
Japan
| USD 984 M | +USD 31.9 M | 28 | 2.52% | Aumentadas |
|
| 233 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 979 M | -USD 7.29 M | 55 | 3.38% | Reducidas |
|
| 234 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 979 M | -USD 79.6 M | 38 | 1.86% | Reducidas |
|
| 235 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 978 M | -USD 98.1 M | 24 | 3.04% | Reducidas |
|
| 236 |
Intesa Sanpaolo SpA.
Turin,
Italy
| USD 976 M | +USD 951 M | 9 | 33.4% | Aumentadas |
|
| 237 |
PFA Pension Forsikringsaktieselskab
Copenhagen,
| USD 970 M | +USD 101 M | 13 | 2.46% | Aumentadas |
|
| 238 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 956 M | +USD 99.3 M | 63 | 1.85% | Aumentadas |
|
| 239 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 956 M | -USD 31.2 M | 33 | 1.11% | Reducidas |
|
| 240 |
Unisphere Establishment
Vaduz,
Liechtenstein
| USD 949 M | +USD 31.9 M | 3 | 8.08% | Aumentadas |
|
| 241 |
William Blair Investment Management
Chicago,
Illinois
| USD 944 M | +USD 342 M | 12 | 2.84% | Aumentadas |
|
| 242 |
GAMCO Investors
Greenwich,
Connecticut
| USD 942 M | -USD 7.21 M | 35 | 8.45% | Reducidas |
|
| 243 |
Viking Global Investors
Stamford,
Connecticut
| USD 941 M | +USD 161 M | 3 | 2.68% | Aumentadas |
|
| 244 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 931 M | +USD 127 M | 73 | 1.56% | Aumentadas |
|
| 245 |
American Securities
New York
| USD 931 M | USD 0 | 1 | 24.79% | Mantenido |
|
| 246 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 914 M | +USD 90.5 M | 44 | 1.46% | Aumentadas |
|
| 247 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 911 M | +USD 214 M | 1 | 9.01% | Aumentadas |
|
| 248 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 908 M | +USD 36.1 M | 63 | 1.74% | Aumentadas |
|
| 249 |
Freestone Grove Partners
San Francisco,
California
| USD 906 M | +USD 363 M | 27 | 5.82% | Aumentadas |
|
| 250 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| USD 904 M | +USD 197 M | 71 | 1.38% | Aumentadas |
|