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 | |
|---|---|---|---|---|---|---|---|
| 276 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 736 M | -USD 110 M | 14 | 3.4% | Reducidas |
|
| 277 |
TPG GP A
Fort Worth,
Texas
| USD 735 M | +USD 731 M | 1 | 14.69% | Nuevas |
|
| 278 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 735 M | -USD 51 M | 30 | 0.92% | Reducidas |
|
| 279 |
MML Investors Services
Springfield,
Massachusetts
| USD 719 M | +USD 153 M | 52 | 1.47% | Aumentadas |
|
| 280 |
Westfield Capital Management
Boston,
Massachusetts
| USD 717 M | -USD 188 M | 9 | 2.34% | Reducidas |
|
| 281 |
Huntington National Bank
Columbus,
Ohio
| USD 715 M | -USD 15.2 M | 62 | 3.47% | Reducidas |
|
| 282 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 714 M | +USD 37 M | 47 | 1.56% | Aumentadas |
|
| 283 |
Commerce Bank
Kansas City,
Missouri
| USD 698 M | -USD 2.16 M | 32 | 3.06% | Reducidas |
|
| 284 |
Defiance ETFs
New York
| USD 695 M | -USD 331 M | 39 | 9.43% | Reducidas |
|
| 285 |
Stockbridge Partners
Boston,
Massachusetts
| USD 694 M | +USD 103 M | 2 | 14.59% | Aumentadas |
|
| 286 |
Nomura Holdings
Tokyo,
Japan
| USD 693 M | +USD 437 M | 36 | 0.81% | Aumentadas |
|
| 287 |
Burkehill Global Management
New York
| USD 690 M | +USD 577 M | 7 | 24.92% | Aumentadas |
|
| 288 |
Mercer Global Advisors
Denver,
Colorado
| USD 681 M | +USD 54.8 M | 66 | 0.84% | Aumentadas |
|
| 289 |
Marex Group
London,
| USD 664 M | +USD 490 M | 46 | 2.82% | Aumentadas |
|
| 290 |
Nissay Asset Management
Tokyo,
Japan
| USD 664 M | +USD 119 M | 27 | 2.8% | Aumentadas |
|
| 291 |
Polar Capital Holdings
London,
United Kingdom
| USD 662 M | -USD 374 M | 3 | 1.56% | Reducidas |
|
| 292 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 662 M | +USD 23.8 M | 13 | 5.85% | Aumentadas |
|
| 293 |
Nikko Asset Management Americas
New York
| USD 661 M | +USD 236 M | 16 | 8.53% | Aumentadas |
|
| 294 |
MetLife Investment Management
Whippany,
New Jersey
| USD 660 M | -USD 26.5 M | 82 | 2.99% | Reducidas |
|
| 295 |
Heard Capital LLC
Chicago,
Illinois
| USD 659 M | +USD 70.1 M | 4 | 28.2% | Aumentadas |
|
| 296 |
Great Lakes Advisors
Chicago,
Illinois
| USD 656 M | +USD 3.55 M | 27 | 4.99% | Aumentadas |
|
| 297 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 647 M | +USD 291 M | 12 | 1.96% | Aumentadas |
|
| 298 |
Clear Street
New York
| USD 647 M | +USD 281 M | 18 | 1.64% | Aumentadas |
|
| 299 |
Los Angeles Capital Management
Los Angeles,
California
| USD 642 M | -USD 174 M | 63 | 2.36% | Reducidas |
|
| 300 |
Resona Asset Management
Koto-Ku,tokyo,
Japan
| USD 637 M | -USD 25.6 M | 24 | 2.99% | Reducidas |
|