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 | |
|---|---|---|---|---|---|---|---|
| 3326 |
October Effect
Virginia Beach,
Virginia
| USD 5.86 M | -USD 173 k | 3 | 5.51% | Reducidas |
|
| 3327 |
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 5.85 M | +USD 292 k | 8 | 0.42% | Aumentadas |
|
| 3328 |
Montchanin Asset Management
Montchanin,
Delaware
| USD 5.85 M | +USD 609 k | 8 | 5.96% | Aumentadas |
|
| 3329 |
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 5.84 M | -USD 755 k | 3 | 2.15% | Reducidas |
|
| 3330 |
Pettee Investors
Rowayton,
Connecticut
| USD 5.84 M | +USD 243 k | 5 | 2.87% | Aumentadas |
|
| 3331 |
PAS
PKS Advisory Services
Albany,
New York
| USD 5.83 M | +USD 992 k | 10 | 0.93% | Aumentadas |
|
| 3332 |
Vertex Planning Partners
Downers Grove,
Illinois
| USD 5.83 M | +USD 2.58 M | 2 | 0.87% | Aumentadas |
|
| 3333 |
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 5.83 M | -USD 1.37 M | 7 | 3.86% | Reducidas |
|
| 3334 |
LJCM
Lee Johnson Capital Management
Fort Worth,
Texas
| USD 5.83 M | -USD 5.67 M | 3 | 1.82% | Reducidas |
|
| 3335 |
LBMC Investment Advisors
Brentwood,
Tennessee
| USD 5.81 M | +USD 589 k | 7 | 0.31% | Aumentadas |
|
| 3336 |
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 5.8 M | -USD 41 k | 7 | 1.89% | Reducidas |
|
| 3337 |
Atlas Capital Advisors
Jackson,
Wyoming
| USD 5.8 M | +USD 23.1 k | 24 | 0.63% | Aumentadas |
|
| 3338 |
4D Advisors
Redondo Beach,
California
| USD 5.79 M | +USD 3.57 M | 1 | 2.22% | Aumentadas |
|
| 3339 |
MJP Associates
Farmington,
Connecticut
| USD 5.79 M | -USD 721 k | 8 | 0.63% | Reducidas |
|
| 3340 |
CH
Cromwell Holdings
Jackson,
Wyoming
| USD 5.77 M | -USD 12.3 k | 38 | 2.59% | Reducidas |
|
| 3341 |
SGL Investment Advisors
Missoula,
Montana
| USD 5.77 M | +USD 210 k | 4 | 1.99% | Aumentadas |
|
| 3342 |
Keating Investment Counselors
Delray Beach,
Florida
| USD 5.77 M | -USD 151 k | 3 | 1.58% | Reducidas |
|
| 3343 |
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 5.77 M | +USD 1.05 M | 8 | 1.57% | Aumentadas |
|
| 3344 |
Guidance Capital
Lousville,
Kentucky
| USD 5.76 M | -USD 155 k | 7 | 1.23% | Reducidas |
|
| 3345 |
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 5.76 M | +USD 1.27 M | 5 | 0.79% | Aumentadas |
|
| 3346 |
Basecamp Wealth Advisors
Bellevue,
Washington
| USD 5.76 M | -USD 181 k | 52 | 1.07% | Reducidas |
|
| 3347 |
LeClair Wealth Partners
Dublin,
Ohio
| USD 5.76 M | +USD 5.05 M | 5 | 2.98% | Aumentadas |
|
| 3348 |
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 5.75 M | -USD 1.92 M | 5 | 0.57% | Reducidas |
|
| 3349 |
Per Stirling Capital Management
Austin,
Texas
| USD 5.74 M | +USD 587 k | 9 | 0.54% | Aumentadas |
|
| 3350 |
PI
Pachira Investments
Dana Point,
California
| USD 5.73 M | +USD 914 k | 6 | 2.16% | Aumentadas |
|