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 | |
|---|---|---|---|---|---|---|---|
| 2826 |
DRD
Dennis R. Delaney
| USD 8.57 M | -USD 553 k | 4 | 2.73% | Reducidas |
|
| 2827 |
Joseph Group Capital Management
Columbus,
Ohio
| USD 8.57 M | +USD 989 k | 12 | 1.8% | Aumentadas |
|
| 2828 |
Abacus FCF Advisors
Orlando,
Florida
| USD 8.56 M | +USD 143 k | 1 | 1.57% | Aumentadas |
|
| 2829 |
WBH Advisory
Baltimore,
Maryland
| USD 8.56 M | -USD 163 k | 11 | 0.57% | Reducidas |
|
| 2830 |
Knightsbridge Asset Management
Newport Beach,
California
| USD 8.55 M | -USD 7.25 M | 12 | 1.12% | Reducidas |
|
| 2831 |
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 8.55 M | +USD 4.71 M | 4 | 1.99% | Aumentadas |
|
| 2832 |
AA Financial Advisors
Columbus,
Ohio
| USD 8.54 M | +USD 2.12 M | 10 | 1.03% | Aumentadas |
|
| 2833 |
Banque de Luxembourg Investments (BLI)
Luxembourg City,
Luxembourg
| USD 8.53 M | -USD 3.52 M | 3 | 0.3% | Reducidas |
|
| 2834 |
Empirical Capital Management
Hendersonville,
Tennessee
| USD 8.52 M | +USD 546 k | 1 | 2.33% | Aumentadas |
|
| 2835 |
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 8.52 M | -USD 839 k | 5 | 2.64% | Reducidas |
|
| 2836 |
SHP Wealth Management
Plymouth,
Massachusetts
| USD 8.5 M | +USD 1.22 M | 54 | 0.58% | Aumentadas |
|
| 2837 |
Scholtz & Company
Stamford,
Connecticut
| USD 8.49 M | -USD 4.97 M | 2 | 4.24% | Reducidas |
|
| 2838 |
FirstWave Capital Management
Miami,
Florida
| USD 8.48 M | +USD 7.42 M | 4 | 3.74% | Aumentadas |
|
| 2839 |
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 8.48 M | -USD 11.5 M | 1 | 2.44% | Reducidas |
|
| 2840 |
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| USD 8.47 M | -USD 218 k | 11 | 1.6% | Reducidas |
|
| 2841 |
Core Wealth Partners
Santa Rosa,
California
| USD 8.47 M | +USD 345 k | 7 | 3.61% | Aumentadas |
|
| 2842 |
BKM Wealth Management
Brookfield,
Wisconsin
| USD 8.47 M | -USD 1.51 M | 4 | 3% | Reducidas |
|
| 2843 |
Brendel Financial Advisors
Hanover,
New Hampshire
| USD 8.46 M | +USD 31.9 k | 5 | 3.92% | Aumentadas |
|
| 2844 |
Charter Research & Investment Group
Southport,
Connecticut
| USD 8.46 M | +USD 166 k | 5 | 5.13% | Aumentadas |
|
| 2845 |
Storgate
Dallas,
Texas
| USD 8.45 M | +USD 5.43 M | 11 | 1.75% | Aumentadas |
|
| 2846 |
Townsend Asset Management
Raleigh,
North Carolina
| USD 8.45 M | -USD 104 k | 6 | 2.71% | Reducidas |
|
| 2847 |
Keynote Financial Services
Vernon,
Connecticut
| USD 8.45 M | +USD 46.5 k | 7 | 3.96% | Aumentadas |
|
| 2848 |
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 8.44 M | -USD 593 k | 7 | 0.67% | Reducidas |
|
| 2849 |
Weaver Capital Management
Suwanee,
Georgia
| USD 8.44 M | -USD 1.45 M | 4 | 1.86% | Reducidas |
|
| 2850 |
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 8.43 M | +USD 499 k | 8 | 0.68% | Aumentadas |
|