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 | |
|---|---|---|---|---|---|---|---|
| 2551 |
Brooks Moore & Associates
Chattanooga,
Tennessee
| USD 10.8 M | +USD 675 k | 6 | 4.86% | Aumentadas |
|
| 2552 |
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 10.8 M | -USD 2.86 M | 15 | 0.58% | Reducidas |
|
| 2553 |
Hills Bank & Trust
North Liberty,
Iowa
| USD 10.8 M | -USD 1.5 M | 9 | 0.46% | Reducidas |
|
| 2554 |
Midland Wealth Advisors
Effingham,
Illinois
| USD 10.8 M | -USD 800 k | 7 | 0.51% | Reducidas |
|
| 2555 |
Dean Investment Associates
Beavercreek,
Ohio
| USD 10.8 M | -USD 3.95 M | 4 | 1.42% | Reducidas |
|
| 2556 |
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 10.8 M | +USD 949 k | 2 | 1.31% | Aumentadas |
|
| 2557 |
Spectrum Asset Management (California)
Newport Beach,
California
| USD 10.8 M | -USD 762 k | 7 | 2.99% | Reducidas |
|
| 2558 |
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 10.8 M | +USD 919 k | 43 | 1.09% | Aumentadas |
|
| 2559 |
Wulff, Hansen & Co
San Rafael,
California
| USD 10.8 M | +USD 319 k | 8 | 8.27% | Aumentadas |
|
| 2560 |
Nippon Life Global Investors Americas
New York
| USD 10.8 M | -USD 80.4 M | 2 | 0.43% | Reducidas |
|
| 2561 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 10.8 M | +USD 1.26 M | 9 | 1.79% | Aumentadas |
|
| 2562 |
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 10.8 M | +USD 7.74 k | 6 | 3.87% | Aumentadas |
|
| 2563 |
Praesidium Investment Management Company
New York
| USD 10.8 M | -USD 28.7 M | 1 | 5.02% | Reducidas |
|
| 2564 |
Bridgefront Capital
Austin,
Texas
| USD 10.8 M | -USD 2.54 M | 13 | 2.84% | Reducidas |
|
| 2565 |
Potentia Wealth
San Jose,
California
| USD 10.8 M | -USD 836 k | 3 | 4.4% | Reducidas |
|
| 2566 |
Formidable Asset Management
Cincinnati,
Ohio
| USD 10.8 M | +USD 635 k | 10 | 1.71% | Aumentadas |
|
| 2567 |
Lazari Capital Management
Woodland Hills,
California
| USD 10.8 M | +USD 793 k | 6 | 3.31% | Aumentadas |
|
| 2568 |
Hartford Financial Management
Hartford,
Connecticut
| USD 10.7 M | -USD 794 k | 9 | 2.4% | Reducidas |
|
| 2569 |
Lebenthal Global Advisors
Hauppauge,
New York
| USD 10.7 M | +USD 3.97 M | 9 | 1.45% | Aumentadas |
|
| 2570 |
Kensington Investment Counsel
Long Beach,
California
| USD 10.7 M | -USD 536 k | 5 | 4.66% | Reducidas |
|
| 2571 |
CIM
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 10.7 M | -USD 665 k | 13 | 2.57% | Reducidas |
|
| 2572 |
Infrastructure Capital Advisors
New York
| USD 10.7 M | +USD 9.01 M | 5 | 0.63% | Aumentadas |
|
| 2573 |
Private Wealth Asset Management
Cedar Rapids,
Iowa
| USD 10.7 M | +USD 747 k | 23 | 1.03% | Aumentadas |
|
| 2574 |
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 10.7 M | +USD 136 k | 12 | 0.37% | Aumentadas |
|
| 2575 |
Davis Selected Advisers
Tucson,
Arizona
| USD 10.7 M | -USD 211 k | 1 | 0.05% | Reducidas |
|