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 | |
|---|---|---|---|---|---|---|---|
| 2601 |
Rational Advisors
Huntington,
New York
| USD 10.4 M | +USD 475 k | 9 | 0.95% | Aumentadas |
|
| 2602 |
WCG
Weaver Consulting Group
Huntington Beach,
California
| USD 10.4 M | +USD 2.79 M | 7 | 2.13% | Aumentadas |
|
| 2603 |
MSA
McAlister Sweet & Associates
Houston,
Texas
| USD 10.4 M | +USD 3.77 M | 4 | 5.53% | Aumentadas |
|
| 2604 |
SAM
S.A. Mason
Holland,
Michigan
| USD 10.3 M | +USD 360 k | 10 | 3.17% | Aumentadas |
|
| 2605 |
AIC
Archer Investment Corporation
Carmel,
Indiana
| USD 10.3 M | -USD 109 k | 28 | 1.98% | Reducidas |
|
| 2606 |
BFS
Burr Financial Services
Pleasant Hill,
California
| USD 10.3 M | -USD 463 k | 2 | 6.39% | Reducidas |
|
| 2607 |
Deeter Investments
Austin,
Texas
| USD 10.3 M | +USD 8.44 M | 2 | 1.43% | Aumentadas |
|
| 2608 |
Massar Capital Management
Stamford,
Connecticut
| USD 10.3 M | +USD 2.85 M | 10 | 1% | Aumentadas |
|
| 2609 |
BIA
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 10.3 M | +USD 3.18 k | 7 | 3.23% | Aumentadas |
|
| 2610 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
| USD 10.3 M | -USD 319 k | 2 | 4.5% | Reducidas |
|
| 2611 |
Stamos Capital Partners
Menlo Park,
California
| USD 10.3 M | +USD 315 k | 3 | 1.57% | Aumentadas |
|
| 2612 |
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| USD 10.3 M | +USD 10.6 M | 1 | 0.74% | Nuevas |
|
| 2613 |
Continuum Advisory
Eagle,
Idaho
| USD 10.3 M | -USD 1.11 M | 41 | 0.83% | Reducidas |
|
| 2614 |
Princeton Global Asset Management
Princeton,
New Jersey
| USD 10.3 M | +USD 845 k | 20 | 1.47% | Aumentadas |
|
| 2615 |
Smith, Moore & Co
Clayton,
Missouri
| USD 10.2 M | +USD 191 k | 10 | 0.67% | Aumentadas |
|
| 2616 |
Quintet Private Bank (Europe)
Luxembourg
| USD 10.2 M | +USD 967 k | 8 | 0.64% | Aumentadas |
|
| 2617 |
Colonial Trust
Spartanburg,
South Carolina
| USD 10.2 M | -USD 322 k | 30 | 1.3% | Reducidas |
|
| 2618 |
DCM
Dudley Capital Management
Middleburg,
Virginia
| USD 10.2 M | +USD 756 k | 9 | 4.09% | Aumentadas |
|
| 2619 |
MPPW
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 10.2 M | +USD 206 k | 7 | 3.76% | Aumentadas |
|
| 2620 |
Generali Investments CEE
Prague,
Czech Republic
| USD 10.2 M | +USD 17.9 k | 8 | 0.49% | Aumentadas |
|
| 2621 |
EIA
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 10.2 M | -USD 116 k | 2 | 4.02% | Reducidas |
|
| 2622 |
BFA
Benningfield Financial Advisors
San Francisco,
California
| USD 10.2 M | USD 0 | 1 | 7.56% | Mantenido |
|
| 2623 |
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 10.2 M | +USD 10.5 M | 7 | 0.83% | Nuevas |
|
| 2624 |
TSMHT
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 10.2 M | +USD 2.01 M | 35 | 3.7% | Aumentadas |
|
| 2625 |
WAM
Winslow Asset Management
Beachwood,
Ohio
| USD 10.2 M | +USD 412 k | 2 | 1.77% | Aumentadas |
|