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 | |
|---|---|---|---|---|---|---|---|
| 2501 |
McDonough Capital Management
Orlando,
Florida
| USD 11.3 M | +USD 417 k | 4 | 5.63% | Aumentadas |
|
| 2502 |
Tradewinds LLC
Raleigh,
North Carolina
| USD 11.3 M | -USD 844 k | 7 | 2.53% | Reducidas |
|
| 2503 |
SM
Sciencast Management
Princeton,
New Jersey
| USD 11.2 M | -USD 30.3 M | 8 | 2.33% | Reducidas |
|
| 2504 |
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 11.2 M | +USD 6.51 M | 2 | 5.64% | Aumentadas |
|
| 2505 |
WMA
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 11.2 M | +USD 1.11 M | 11 | 3.1% | Aumentadas |
|
| 2506 |
HORAN Wealth
Cincinnati,
Ohio
| USD 11.2 M | -USD 8.03 M | 5 | 1.4% | Reducidas |
|
| 2507 |
Sippican Capital Advisors
Boston,
Massachusetts
| USD 11.2 M | -USD 271 k | 6 | 6.84% | Reducidas |
|
| 2508 |
Exeter Financial
Scottsdale,
Arizona
| USD 11.2 M | -USD 47.5 k | 5 | 4.28% | Reducidas |
|
| 2509 |
Acropolis Investment Management
St. Louis,
Missouri
| USD 11.2 M | -USD 589 k | 16 | 0.44% | Reducidas |
|
| 2510 |
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 11.2 M | -USD 167 k | 2 | 2.53% | Reducidas |
|
| 2511 |
World Equity Group
Schaumburg,
Illinois
| USD 11.2 M | +USD 615 k | 11 | 2.5% | Aumentadas |
|
| 2512 |
Keystone Financial Services (Colorado)
Loveland,
Colorado
| USD 11.2 M | +USD 1.85 M | 4 | 2.88% | Aumentadas |
|
| 2513 |
Mubadala Investment Company
Abu Dhabi,
United Arab Emirates
| USD 11.2 M | -USD 5.86 M | 1 | 0.03% | Reducidas |
|
| 2514 |
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 11.1 M | -USD 629 k | 12 | 2.86% | Reducidas |
|
| 2515 |
Ruane, Cunniff & Goldfarb
New York
| USD 11.1 M | -USD 26.3 M | 1 | 0.17% | Reducidas |
|
| 2516 |
OC
Owlhouse Capital
New York
| USD 11.1 M | +USD 4.07 M | 4 | 17.04% | Aumentadas |
|
| 2517 |
Purus Wealth Management
Newport Beach,
California
| USD 11.1 M | +USD 64.9 k | 11 | 3.06% | Aumentadas |
|
| 2518 |
Pavion Blue Capital
Newport Beach,
California
| USD 11.1 M | -USD 489 k | 6 | 4.47% | Reducidas |
|
| 2519 |
MIM
Meixler Investment Management
Show Low,
Arizona
| USD 11.1 M | +USD 2.53 M | 6 | 6.12% | Aumentadas |
|
| 2520 |
Roberts, Glore & Co
Deerfield,
Illinois
| USD 11.1 M | +USD 465 k | 11 | 2.74% | Aumentadas |
|
| 2521 |
NAMP
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 11.1 M | +USD 501 k | 12 | 2.08% | Aumentadas |
|
| 2522 |
DMKC Advisory Services
Des Moines,
Iowa
| USD 11 M | +USD 4.2 M | 3 | 2.09% | Aumentadas |
|
| 2523 |
Stokes Family Office
New Orleans,
Louisiana
| USD 11 M | -USD 1.16 M | 5 | 1.29% | Reducidas |
|
| 2524 |
11 Capital Partners
Darien,
Connecticut
| USD 11 M | -USD 8.83 M | 1 | 3% | Reducidas |
|
| 2525 |
Accel Wealth Management
Waverly,
Iowa
| USD 11 M | -USD 58.7 k | 14 | 2.48% | Reducidas |
|