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 | |
|---|---|---|---|---|---|---|---|
| 3101 |
Hudson Canyon Capital Management
New York
| USD 6.93 M | -USD 213 k | 2 | 3.71% | Reducidas |
|
| 3102 |
Summit Asset Management
Memphis,
Tennessee
| USD 6.93 M | -USD 18.4 k | 6 | 0.89% | Reducidas |
|
| 3103 |
LexAurum Advisors
Overland Park,
Kansas
| USD 6.93 M | +USD 1.42 M | 9 | 0.8% | Aumentadas |
|
| 3104 |
Unifi Asset Management
New York
| USD 6.92 M | -USD 2.99 M | 2 | 2.75% | Reducidas |
|
| 3105 |
Prosperity Financial Group
San Ramon,
California
| USD 6.92 M | +USD 169 k | 7 | 2.14% | Aumentadas |
|
| 3106 |
Columbia Asset Management
Ann Arbor,
Michigan
| USD 6.91 M | -USD 73.1 k | 5 | 1.2% | Reducidas |
|
| 3107 |
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 6.91 M | +USD 5.22 M | 7 | 1.01% | Aumentadas |
|
| 3108 |
Permit Capital
West Conshohocken,
Pennsylvania
| USD 6.91 M | +USD 6.97 M | 1 | 1.93% | Nuevas |
|
| 3109 |
Black Swift Group
Boulder,
Colorado
| USD 6.89 M | -USD 1.04 M | 4 | 1% | Reducidas |
|
| 3110 |
Unison Advisors
Washington,
District of Columbia
| USD 6.89 M | +USD 35 k | 2 | 0.48% | Aumentadas |
|
| 3111 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 6.88 M | +USD 3.93 M | 8 | 0.45% | Aumentadas |
|
| 3112 |
SIM
Synergy Investment Management
Altamonte Springs,
Florida
| USD 6.88 M | +USD 2.95 M | 23 | 1.66% | Aumentadas |
|
| 3113 |
IMA Advisory Services
Denver,
Colorado
| USD 6.87 M | +USD 2.13 M | 29 | 0.43% | Aumentadas |
|
| 3114 |
L.J. Altfest & Co
New York
| USD 6.87 M | +USD 1.9 M | 6 | 0.67% | Aumentadas |
|
| 3115 |
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 6.87 M | -USD 1.67 M | 5 | 1.42% | Reducidas |
|
| 3116 |
Shaker Investments
Cleveland,
Ohio
| USD 6.85 M | -USD 366 k | 4 | 2.46% | Reducidas |
|
| 3117 |
Texas Bank & Trust
Longview,
Texas
| USD 6.85 M | -USD 469 k | 9 | 2.25% | Reducidas |
|
| 3118 |
Kavar Capital Partners Group
Leawood,
Kansas
| USD 6.85 M | +USD 653 k | 9 | 0.84% | Aumentadas |
|
| 3119 |
NBH Bank
Greenwood Village,
Colorado
| USD 6.84 M | +USD 6.7 M | 23 | 2.88% | Nuevas |
|
| 3120 |
Deuterium Capital Management
Clearwater,
Florida
| USD 6.84 M | USD 0 | 1 | 7.4% | Mantenido |
|
| 3121 |
WIM
WIM Investment Management
Hong Kong
| USD 6.84 M | +USD 859 k | 2 | 2.24% | Aumentadas |
|
| 3122 |
Glassy Mountain Advisors
Bethesda,
Maryland
| USD 6.84 M | -USD 378 k | 1 | 1.87% | Reducidas |
|
| 3123 |
Lighthouse Financial Services
Brea,
California
| USD 6.84 M | +USD 18.9 k | 6 | 1.44% | Aumentadas |
|
| 3124 |
Hingham Institution for Savings
Hingham,
Massachusetts
| USD 6.83 M | +USD 2.28 M | 1 | 5.09% | Aumentadas |
|
| 3125 |
Dorsal Capital Management
Redwood City,
California
| USD 6.83 M | +USD 6.8 M | 1 | 0.24% | Nuevas |
|