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 | |
|---|---|---|---|---|---|---|---|
| 2801 |
AB
Atlas Brown
Louisville,
Kentucky
| USD 8.71 M | -USD 319 k | 6 | 2.34% | Reducidas |
|
| 2802 |
Parthenon LLC
Louisville,
Kentucky
| USD 8.71 M | -USD 326 k | 2 | 0.91% | Reducidas |
|
| 2803 |
Elite Wealth Management
Kirkland,
Washington
| USD 8.69 M | +USD 43.7 k | 3 | 2.58% | Aumentadas |
|
| 2804 |
Drive Wealth Management
Lehi,
Utah
| USD 8.68 M | -USD 275 k | 15 | 1.55% | Reducidas |
|
| 2805 |
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 8.66 M | +USD 729 k | 2 | 3.41% | Aumentadas |
|
| 2806 |
Sigma Investment Counselors
Northville,
Michigan
| USD 8.66 M | +USD 1.01 M | 7 | 0.42% | Aumentadas |
|
| 2807 |
Yorktown Management & Research Company
Forest,
Virginia
| USD 8.65 M | +USD 1.32 M | 14 | 5.3% | Aumentadas |
|
| 2808 |
Knuff & Co
Foster City,
California
| USD 8.64 M | +USD 433 k | 7 | 2.19% | Aumentadas |
|
| 2809 |
Brookwood Investment Group
Phoenix,
Arizona
| USD 8.64 M | +USD 1.61 M | 11 | 0.97% | Aumentadas |
|
| 2810 |
Vista Investment Partners II
Richmond,
Indiana
| USD 8.63 M | -USD 200 k | 6 | 3.38% | Reducidas |
|
| 2811 |
Henry James International Management
New York
| USD 8.63 M | -USD 1.74 k | 2 | 2.58% | Reducidas |
|
| 2812 |
PFS Partners
Mine Hill,
New Jersey
| USD 8.62 M | +USD 62.4 k | 22 | 3.49% | Aumentadas |
|
| 2813 |
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 8.62 M | -USD 295 k | 9 | 2.14% | Reducidas |
|
| 2814 |
Perkins Capital Management
Wayzata,
Minnesota
| USD 8.61 M | -USD 864 k | 4 | 6.47% | Reducidas |
|
| 2815 |
O'Connor Alternative Investments
New York
| USD 8.6 M | +USD 7.87 M | 2 | 0.63% | Nuevas |
|
| 2816 |
Wealth Effects
Boston,
Massachusetts
| USD 8.6 M | +USD 1.11 M | 8 | 2.32% | Aumentadas |
|
| 2817 |
KR Capital LP
New York City,
New York
| USD 8.6 M | +USD 7.56 M | 2 | 0.85% | Nuevas |
|
| 2818 |
Secured Retirement Advisors
St Louis Park,
Minnesota
| USD 8.59 M | -USD 1.72 M | 7 | 4.41% | Reducidas |
|
| 2819 |
RIA Advisory Group
Des Moines,
Iowa
| USD 8.59 M | +USD 7.11 M | 2 | 1.87% | Aumentadas |
|
| 2820 |
Andrew Hill Investment Advisors
Naples,
Florida
| USD 8.58 M | +USD 2.75 M | 3 | 6.37% | Aumentadas |
|
| 2821 |
Bannerstone Capital Management
Wayzata,
Minnesota
| USD 8.58 M | -USD 1.71 M | 8 | 7.2% | Reducidas |
|
| 2822 |
Liberty Capital Management
Birmingham,
Michigan
| USD 8.57 M | +USD 8.33 M | 4 | 1.47% | Nuevas |
|
| 2823 |
111 Capital
Paris,
France
| USD 8.57 M | +USD 213 k | 14 | 1.47% | Aumentadas |
|
| 2824 |
DRD
Dennis R. Delaney
| USD 8.57 M | -USD 553 k | 4 | 2.73% | Reducidas |
|
| 2825 |
Joseph Group Capital Management
Columbus,
Ohio
| USD 8.57 M | +USD 989 k | 12 | 1.8% | Aumentadas |
|