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 | |
|---|---|---|---|---|---|---|---|
| 3001 |
Letson Investment Management
Atlanta,
Georgia
| USD 7.51 M | -USD 26.1 k | 6 | 2.76% | Reducidas |
|
| 3002 |
High Net Worth Advisory Group
Naples,
Florida
| USD 7.51 M | -USD 243 k | 7 | 1.59% | Reducidas |
|
| 3003 |
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 7.5 M | -USD 2.74 k | 11 | 1.41% | Reducidas |
|
| 3004 |
Martin Capital Partners
Eugene,
Oregon
| USD 7.49 M | -USD 286 k | 1 | 2.75% | Reducidas |
|
| 3005 |
Owl Creek Asset Management
New York
| USD 7.47 M | -USD 3.42 M | 1 | 0.62% | Reducidas |
|
| 3006 |
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 7.47 M | +USD 751 k | 9 | 0.64% | Aumentadas |
|
| 3007 |
J.M. Forbes & Co
Boston,
Massachusetts
| USD 7.44 M | +USD 2.8 M | 8 | 0.59% | Aumentadas |
|
| 3008 |
Monarch Capital Management
Fort Wayne,
Indiana
| USD 7.44 M | +USD 61.2 k | 3 | 1.71% | Aumentadas |
|
| 3009 |
Hidden Lake Asset Management
New York
| USD 7.43 M | +USD 6.41 M | 1 | 2.24% | Nuevas |
|
| 3010 |
MWA Asset Management
Lexington,
Massachusetts
| USD 7.43 M | +USD 459 k | 5 | 3.36% | Aumentadas |
|
| 3011 |
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 7.43 M | +USD 43.9 k | 5 | 3.11% | Aumentadas |
|
| 3012 |
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 7.43 M | -USD 333 k | 7 | 1.49% | Reducidas |
|
| 3013 |
RS
R Squared
Central,
Hong Kong
| USD 7.42 M | -USD 658 k | 15 | 3.9% | Reducidas |
|
| 3014 |
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 7.42 M | -USD 4.64 M | 3 | 0.7% | Reducidas |
|
| 3015 |
Formula Growth
Montreal,
Quebec, Canada
| USD 7.42 M | +USD 1.74 M | 5 | 2.61% | Aumentadas |
|
| 3016 |
Acumen Wealth Advisors
Chattanooga,
Tennessee
| USD 7.42 M | +USD 5.92 M | 19 | 1.57% | Aumentadas |
|
| 3017 |
Vickerman Investment Advisors
Spokane,
Washington
| USD 7.41 M | -USD 1.12 M | 3 | 1.44% | Reducidas |
|
| 3018 |
MWA
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 7.41 M | +USD 179 k | 6 | 3.13% | Aumentadas |
|
| 3019 |
Outlook Capital Management
Arlington Heights,
Illinois
| USD 7.41 M | +USD 7.73 M | 5 | 2.39% | Nuevas |
|
| 3020 |
Breakwater Capital Group
Paramus,
New Jersey
| USD 7.38 M | -USD 1.44 M | 5 | 0.89% | Reducidas |
|
| 3021 |
Sentry LLC
Memphis,
Tennessee
| USD 7.38 M | +USD 343 | 4 | 2.06% | Aumentadas |
|
| 3022 |
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 7.37 M | +USD 85.2 k | 4 | 4.02% | Aumentadas |
|
| 3023 |
Taylor Financial Group
Roanoke,
Virginia
| USD 7.37 M | -USD 39.2 k | 7 | 4.05% | Reducidas |
|
| 3024 |
Root Financial Partners
Encinitas,
California
| USD 7.36 M | -USD 939 k | 11 | 0.29% | Reducidas |
|
| 3025 |
BWG
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 7.34 M | +USD 157 k | 5 | 3.34% | Aumentadas |
|