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 | |
|---|---|---|---|---|---|---|---|
| 3126 |
SMP
Santa Monica Partners
Palm Beach Gardens,
Florida
| USD 6.82 M | USD 0 | 1 | 3.68% | Mantenido |
|
| 3127 |
Mount Vernon Associates
Baltimore,
Maryland
| USD 6.82 M | -USD 42.5 k | 3 | 4.45% | Reducidas |
|
| 3128 |
Total Clarity Wealth Management
St. Charles,
Illinois
| USD 6.82 M | +USD 1.7 M | 13 | 1.33% | Aumentadas |
|
| 3129 |
Cornerstone Select Advisors
St. Louis,
Missouri
| USD 6.82 M | +USD 958 k | 6 | 2.87% | Aumentadas |
|
| 3130 |
Whalen Wealth Management
Las Vegas,
Nevada
| USD 6.82 M | +USD 2.22 M | 7 | 3.07% | Aumentadas |
|
| 3131 |
Camelot Portfolios
Maumee,
Ohio
| USD 6.81 M | +USD 938 k | 10 | 4.77% | Aumentadas |
|
| 3132 |
XXI Wealth LLC
Chicago,
Illinois
| USD 6.81 M | -USD 805 k | 8 | 3.13% | Reducidas |
|
| 3133 |
Evermay Wealth Management
Arlington,
Virginia
| USD 6.81 M | -USD 280 k | 21 | 0.7% | Reducidas |
|
| 3134 |
Pier 88 Investment Partners
San Francisco,
California
| USD 6.81 M | +USD 2.14 M | 6 | 1.62% | Aumentadas |
|
| 3135 |
Excalibur Management
Waltham,
Massachusetts
| USD 6.81 M | +USD 20.6 k | 6 | 2.24% | Aumentadas |
|
| 3136 |
Leigh Baldwin & Co
Cazenovia,
New York
| USD 6.81 M | +USD 699 k | 7 | 3.67% | Aumentadas |
|
| 3137 |
Cary Street Partners Investment Advisory
Richmond,
Virginia
| USD 6.8 M | +USD 254 k | 23 | 1.38% | Aumentadas |
|
| 3138 |
KCM
Knoll Capital Management
Miami,
Florida
| USD 6.8 M | USD 0 | 2 | 3.17% | Mantenido |
|
| 3139 |
Liberty Wealth Management
Oakland,
California
| USD 6.79 M | USD 0 | 7 | 0.85% | Mantenido |
|
| 3140 |
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| USD 6.78 M | -USD 184 k | 10 | 0.38% | Reducidas |
|
| 3141 |
GenTrust
Miami,
Florida
| USD 6.78 M | -USD 2.02 M | 5 | 0.26% | Reducidas |
|
| 3142 |
Widmann Financial Services
Bowie,
Maryland
| USD 6.78 M | -USD 117 k | 5 | 3.64% | Reducidas |
|
| 3143 |
QTR Family Wealth
Lake Mary,
Florida
| USD 6.77 M | -USD 338 k | 9 | 2.36% | Reducidas |
|
| 3144 |
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 6.77 M | -USD 47.5 k | 2 | 0.88% | Reducidas |
|
| 3145 |
Broadleaf Partners
Hudson,
Ohio
| USD 6.77 M | -USD 4.14 M | 2 | 1.31% | Reducidas |
|
| 3146 |
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| USD 6.76 M | -USD 3.08 M | 4 | 4.3% | Reducidas |
|
| 3147 |
BCM Advisors
Lafayette,
Louisiana
| USD 6.76 M | +USD 153 k | 3 | 1.32% | Aumentadas |
|
| 3148 |
Enhancing Capital
Harrisburg,
Pennsylvania
| USD 6.74 M | +USD 261 k | 6 | 4.64% | Aumentadas |
|
| 3149 |
Ipswich Investment Management
Beverly,
Massachusetts
| USD 6.74 M | -USD 2.39 M | 4 | 1.42% | Reducidas |
|
| 3150 |
OMC Financial Services
Dewitt,
New York
| USD 6.74 M | +USD 1.2 M | 3 | 2.23% | Aumentadas |
|