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 | |
|---|---|---|---|---|---|---|---|
| 2526 |
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 11 M | +USD 845 k | 13 | 2.99% | Aumentadas |
|
| 2527 |
FSM Wealth Advisors
Cleveland,
Ohio
| USD 11 M | +USD 137 k | 14 | 1.17% | Aumentadas |
|
| 2528 |
Pelham Capital
London,
United Kingdom
| USD 11 M | -USD 2.6 M | 1 | 6.24% | Reducidas |
|
| 2529 |
Sandler Capital Management
New York
| USD 11 M | -USD 9.17 M | 9 | 5.44% | Reducidas |
|
| 2530 |
Bridgewater Advisors
New York
| USD 10.9 M | +USD 1.18 M | 12 | 0.59% | Aumentadas |
|
| 2531 |
Marble Wealth
Montgomery,
Alabama
| USD 10.9 M | -USD 2.66 M | 7 | 1.67% | Reducidas |
|
| 2532 |
LT
Legacy Trust
Grand Rapids,
Michigan
| USD 10.9 M | -USD 3.58 M | 7 | 1.93% | Reducidas |
|
| 2533 |
Spinecap SAS
Paris,
France
| USD 10.9 M | -USD 340 k | 1 | 3.26% | Reducidas |
|
| 2534 |
SLFPAM
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| USD 10.9 M | +USD 10.1 M | 3 | 5.81% | Nuevas |
|
| 2535 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
| USD 10.9 M | +USD 3.26 M | 9 | 1.71% | Aumentadas |
|
| 2536 |
Jag Capital Management
St Louis,
Missouri
| USD 10.9 M | +USD 8.93 M | 7 | 1.02% | Aumentadas |
|
| 2537 |
GeoSphere Capital Management
Miami Beach,
Florida
| USD 10.9 M | +USD 4.9 M | 1 | 3.56% | Aumentadas |
|
| 2538 |
First Nebraska Trust
Lincoln,
Nebraska
| USD 10.9 M | -USD 20.6 k | 9 | 0.88% | Reducidas |
|
| 2539 |
VarCov Co
Darien,
Connecticut
| USD 10.9 M | -USD 53.1 k | 16 | 4.13% | Reducidas |
|
| 2540 |
Parker Investment Management
Menlo Park,
California
| USD 10.9 M | +USD 714 k | 1 | 0.83% | Aumentadas |
|
| 2541 |
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| USD 10.9 M | +USD 326 k | 4 | 1.55% | Aumentadas |
|
| 2542 |
BankChampaign National Association
Champaign,
Illinois
| USD 10.9 M | +USD 510 k | 14 | 8.35% | Aumentadas |
|
| 2543 |
One Wealth Advisors
San Francisco,
California
| USD 10.9 M | +USD 1.36 M | 10 | 1.2% | Aumentadas |
|
| 2544 |
Bangor Savings Bank
Bangor,
Maine
| USD 10.9 M | -USD 566 k | 17 | 0.8% | Reducidas |
|
| 2545 |
BTG Pactual Asset Management US
New York
| USD 10.9 M | +USD 8.06 M | 5 | 0.67% | Aumentadas |
|
| 2546 |
BankPlus Trust Department
Jackson,
Mississippi
| USD 10.9 M | +USD 591 k | 15 | 2.54% | Aumentadas |
|
| 2547 |
Stolper & Co
Tulsa,
Oklahoma
| USD 10.8 M | +USD 8.36 M | 2 | 2.8% | Aumentadas |
|
| 2548 |
Northside Capital Management
Hood River,
Oregon
| USD 10.8 M | +USD 225 k | 8 | 0.89% | Aumentadas |
|
| 2549 |
DI
DKRT Investments
Toronto,
| USD 10.8 M | +USD 849 k | 3 | 2.65% | Aumentadas |
|
| 2550 |
Strategies Wealth Advisors
Grand Rapids,
Michigan
| USD 10.8 M | +USD 4.19 M | 8 | 0.97% | Aumentadas |
|