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 | |
|---|---|---|---|---|---|---|---|
| 3076 |
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 7.06 M | +USD 6.02 M | 2 | 1.15% | Aumentadas |
|
| 3077 |
Waterfront Wealth
Overland Park,
Kansas
| USD 7.05 M | +USD 344 k | 7 | 1.09% | Aumentadas |
|
| 3078 |
SmartHarvest Portfolios
Poulsbo,
Washington
| USD 7.05 M | -USD 861 k | 11 | 2.28% | Reducidas |
|
| 3079 |
CAG
Cypress Advisory Group
Scottsdale,
Arizona
| USD 7.04 M | +USD 73 k | 4 | 5.45% | Aumentadas |
|
| 3080 |
Tevis Investment Management
Plano,
Texas
| USD 7.03 M | -USD 249 k | 5 | 3.85% | Reducidas |
|
| 3081 |
Draper Asset Management
Smithtown,
New York
| USD 7.02 M | +USD 5.96 M | 2 | 3.55% | Aumentadas |
|
| 3082 |
Demars Financial Group
Spokane Valley,
Washington
| USD 7.02 M | -USD 884 k | 4 | 1.94% | Reducidas |
|
| 3083 |
Fischer Financial Services
Harrisburg,
Pennsylvania
| USD 7.02 M | -USD 9.38 k | 2 | 1.76% | Reducidas |
|
| 3084 |
Sage Investment Advisers
Wappingers Falls,
New York
| USD 7.02 M | +USD 93.4 k | 7 | 4.72% | Aumentadas |
|
| 3085 |
N10 Assets
Greenwich,
Connecticut
| USD 7.01 M | +USD 8.2 M | 1 | 3.03% | Nuevas |
|
| 3086 |
DI
Diligent Investors
Redlands,
California
| USD 7.01 M | +USD 626 k | 6 | 1.56% | Aumentadas |
|
| 3087 |
H&H International Investment
Palo Alto,
California
| USD 7 M | USD 0 | 1 | 0.04% | Mantenido |
|
| 3088 |
SPAS
Spectrum Planning & Advisory Services
San Diego,
California
| USD 6.99 M | +USD 233 k | 4 | 3.13% | Aumentadas |
|
| 3089 |
Umpqua Bank
Lake Oswego,
Oregon
| USD 6.99 M | -USD 92.2 k | 4 | 1.57% | Reducidas |
|
| 3090 |
Intrinsic Value Partners
Phoenix,
Arizona
| USD 6.98 M | -USD 12.1 k | 3 | 4.77% | Reducidas |
|
| 3091 |
Patron Partners
Houston,
Texas
| USD 6.97 M | +USD 493 k | 11 | 2.68% | Aumentadas |
|
| 3092 |
MCM
Monimus Capital Management
Woodbridge,
New Jersey
| USD 6.97 M | -USD 4.47 M | 2 | 1.61% | Reducidas |
|
| 3093 |
DLK Investment Management
Solana Beach,
California
| USD 6.96 M | -USD 5.67 M | 2 | 2.96% | Reducidas |
|
| 3094 |
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 6.95 M | -USD 119 k | 3 | 4.45% | Reducidas |
|
| 3095 |
Dudley & Shanley
Palm Beach,
Florida
| USD 6.95 M | USD 0 | 1 | 1.05% | Mantenido |
|
| 3096 |
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 6.94 M | +USD 132 k | 3 | 1.07% | Aumentadas |
|
| 3097 |
Beck Mack & Oliver
New York
| USD 6.94 M | -USD 246 k | 4 | 0.14% | Reducidas |
|
| 3098 |
Hudson Canyon Capital Management
New York
| USD 6.93 M | -USD 213 k | 2 | 3.71% | Reducidas |
|
| 3099 |
Summit Asset Management
Memphis,
Tennessee
| USD 6.93 M | -USD 18.4 k | 6 | 0.89% | Reducidas |
|
| 3100 |
LexAurum Advisors
Overland Park,
Kansas
| USD 6.93 M | +USD 1.42 M | 9 | 0.8% | Aumentadas |
|