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 | |
|---|---|---|---|---|---|---|---|
| 2651 |
Richards, Merrill & Peterson
Spokane,
Washington
| USD 9.9 M | +USD 723 k | 10 | 3.15% | Aumentadas |
|
| 2652 |
SIA
Schear Investment Advisers
Cincinnati,
Ohio
| USD 9.9 M | +USD 1.86 M | 6 | 3.32% | Aumentadas |
|
| 2653 |
Little House Capital
Braintree,
Massachusetts
| USD 9.9 M | +USD 96.6 k | 5 | 2.23% | Aumentadas |
|
| 2654 |
3Chopt Investment Partners
Richmond,
Virginia
| USD 9.9 M | +USD 344 k | 13 | 1.86% | Aumentadas |
|
| 2655 |
FNY Investment Advisers
New York
| USD 9.9 M | +USD 3.88 M | 27 | 3.54% | Aumentadas |
|
| 2656 |
Game Creek Capital
Boston,
Massachusetts
| USD 9.9 M | -USD 5.03 M | 4 | 3.5% | Reducidas |
|
| 2657 |
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 9.9 M | -USD 632 k | 10 | 1.49% | Reducidas |
|
| 2658 |
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 9.9 M | -USD 714 k | 12 | 2.96% | Reducidas |
|
| 2659 |
Hudson Valley Investment Advisors
Goshen,
New York
| USD 9.9 M | -USD 608 k | 7 | 1.2% | Reducidas |
|
| 2660 |
Caitong International Asset Management
Hong Kong
| USD 9.9 M | -USD 13.6 M | 82 | 1.35% | Reducidas |
|
| 2661 |
Tenere Capital
New York
| USD 9.9 M | -USD 2.2 M | 1 | 7.84% | Reducidas |
|
| 2662 |
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| USD 9.9 M | +USD 1.39 M | 18 | 1.14% | Aumentadas |
|
| 2663 |
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 9.9 M | +USD 550 k | 7 | 4.34% | Aumentadas |
|
| 2664 |
FAP
Financial Advisory Partners
Winter Park,
Florida
| USD 9.8 M | -USD 93.3 k | 2 | 2.57% | Reducidas |
|
| 2665 |
Vestor Capital
Chicago,
Illinois
| USD 9.8 M | +USD 11.5 M | 9 | 0.62% | Aumentadas |
|
| 2666 |
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| USD 9.8 M | +USD 5.8 M | 6 | 5.8% | Aumentadas |
|
| 2667 |
Allred Capital Management
Dallas,
Texas
| USD 9.8 M | -USD 334 k | 11 | 3.22% | Reducidas |
|
| 2668 |
Burkett Financial Services
Rock Hill,
South Carolina
| USD 9.8 M | -USD 321 k | 10 | 3.07% | Reducidas |
|
| 2669 |
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 9.8 M | -USD 9.6 M | 1 | 2.65% | Reducidas |
|
| 2670 |
Gibson Capital
Wexford,
Pennsylvania
| USD 9.8 M | -USD 2.18 M | 2 | 1.61% | Reducidas |
|
| 2671 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 9.8 M | -USD 507 k | 1 | 0.11% | Reducidas |
|
| 2672 |
Novem Group
Rochester,
New York
| USD 9.8 M | +USD 1.14 M | 11 | 0.99% | Aumentadas |
|
| 2673 |
Lantz Financial
Naperville,
Illinois
| USD 9.8 M | -USD 1.81 M | 8 | 1.79% | Reducidas |
|
| 2674 |
Diamant Asset Management
Ridgefield,
Connecticut
| USD 9.7 M | +USD 460 k | 8 | 6.62% | Aumentadas |
|
| 2675 |
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 9.7 M | -USD 61.1 k | 3 | 5.77% | Reducidas |
|