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 | |
|---|---|---|---|---|---|---|---|
| 3301 |
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 5.95 M | -USD 316 k | 7 | 2.82% | Reducidas |
|
| 3302 |
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 5.95 M | +USD 3.34 M | 4 | 0.45% | Aumentadas |
|
| 3303 |
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 5.94 M | -USD 3.07 M | 5 | 1.61% | Reducidas |
|
| 3304 |
Econ Financial Services
Harrisburg,
Pennsylvania
| USD 5.94 M | +USD 1.28 M | 2 | 2.78% | Aumentadas |
|
| 3305 |
Towle & Co
Denver,
Colorado
| USD 5.94 M | -USD 7.13 M | 1 | 2.01% | Reducidas |
|
| 3306 |
Steinberg Asset Management
New York
| USD 5.94 M | -USD 2.64 M | 4 | 3.69% | Reducidas |
|
| 3307 |
Rhodes Investment Advisors
Fort Worth,
Texas
| USD 5.92 M | +USD 242 k | 5 | 4.36% | Aumentadas |
|
| 3308 |
Field & Main Bank
Henderson,
Kentucky
| USD 5.92 M | -USD 3.85 M | 7 | 1.22% | Reducidas |
|
| 3309 |
VST
Van Strum & Towne
San Francisco,
California
| USD 5.9 M | -USD 68.8 k | 2 | 1.61% | Reducidas |
|
| 3310 |
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| USD 5.9 M | +USD 2.79 M | 8 | 1.47% | Aumentadas |
|
| 3311 |
Westwood Wealth Management
Los Angeles,
California
| USD 5.9 M | +USD 657 k | 2 | 1.71% | Aumentadas |
|
| 3312 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 5.9 M | +USD 3.98 M | 3 | 0.29% | Aumentadas |
|
| 3313 |
MLCM
M & L Capital Management
London,
United Kingdom
| USD 5.89 M | +USD 2.04 M | 1 | 1.59% | Aumentadas |
|
| 3314 |
Millington Financial Advisors
Naperville,
Illinois
| USD 5.89 M | +USD 415 k | 3 | 2.32% | Aumentadas |
|
| 3315 |
Canopy Partners
Cincinnati,
Ohio
| USD 5.89 M | +USD 85 k | 11 | 1.77% | Aumentadas |
|
| 3316 |
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 5.89 M | -USD 409 k | 7 | 0.45% | Reducidas |
|
| 3317 |
Carter Financial Group
Barrington,
Illinois
| USD 5.89 M | +USD 1.11 M | 5 | 3.05% | Aumentadas |
|
| 3318 |
Archer Investment Management
Austin,
Texas
| USD 5.88 M | +USD 1.85 M | 1 | 2.01% | Aumentadas |
|
| 3319 |
Applied Capital LLC
Hollywood,
Florida
| USD 5.88 M | -USD 79.5 k | 4 | 2.39% | Reducidas |
|
| 3320 |
Integrity Advisory Solutions
Dallas,
Texas
| USD 5.88 M | +USD 1.98 M | 9 | 0.61% | Aumentadas |
|
| 3321 |
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 5.87 M | -USD 61.7 k | 3 | 1.23% | Reducidas |
|
| 3322 |
AYAL Capital Advisors
Toronto,
Ontario, Canada
| USD 5.87 M | -USD 1.95 M | 1 | 1.59% | Reducidas |
|
| 3323 |
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 5.87 M | -USD 421 k | 4 | 2.04% | Reducidas |
|
| 3324 |
Wolff Wiese Magana
Carslbad,
California
| USD 5.86 M | -USD 101 k | 28 | 2.7% | Reducidas |
|
| 3325 |
Beacon Financial Advisory
Cleveland,
Ohio
| USD 5.86 M | +USD 442 k | 9 | 1.15% | Aumentadas |
|