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 | |
|---|---|---|---|---|---|---|---|
| 326 |
Sanctuary Advisors
Indianapolis,
Indiana
| USD 557 M | +USD 32.7 M | 56 | 2.58% | Aumentadas |
|
| 327 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 550 M | +USD 433 M | 2 | 3.36% | Aumentadas |
|
| 328 |
Haverford Trust Company
Radnor,
Pennsylvania
| USD 548 M | -USD 15.5 M | 14 | 4.73% | Reducidas |
|
| 329 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 548 M | +USD 77.9 M | 22 | 1.76% | Aumentadas |
|
| 330 |
LBP AM
Paris,
France
| USD 548 M | +USD 198 M | 24 | 5.48% | Aumentadas |
|
| 331 |
Rathbones Group
Liverpool,
United Kingdom
| USD 547 M | +USD 57.3 M | 17 | 2.02% | Aumentadas |
|
| 332 |
London & Capital Asset Management
London,
United Kingdom
| USD 543 M | +USD 16.3 M | 6 | 4.97% | Aumentadas |
|
| 333 |
Zacks Investment Management
Chicago,
Illinois
| USD 542 M | +USD 3.27 M | 24 | 3.86% | Aumentadas |
|
| 334 |
Silvercrest Asset Management
New York
| USD 542 M | -USD 33.3 M | 37 | 3.55% | Reducidas |
|
| 335 |
ExodusPoint Capital Management
New York
| USD 532 M | +USD 309 M | 44 | 3.43% | Aumentadas |
|
| 336 |
Gilder Gagnon Howe & Co
New York
| USD 530 M | +USD 48.9 M | 20 | 5.47% | Aumentadas |
|
| 337 |
APG Asset Management
Amsterdam,
Netherlands
| USD 528 M | +USD 139 M | 8 | 1.3% | Aumentadas |
|
| 338 |
Nykredit A/S
Nordhavn,
Denmark
| USD 528 M | +USD 512 M | 61 | 2.01% | Nuevas |
|
| 339 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 522 M | -USD 2.46 M | 3 | 3.1% | Reducidas |
|
| 340 |
Swiss Life Asset Management
Zurich,
| USD 522 M | +USD 41.9 M | 53 | 2.16% | Aumentadas |
|
| 341 |
Czech National Bank
Prague,
Czech Republic
| USD 515 M | +USD 21.8 M | 16 | 2.81% | Aumentadas |
|
| 342 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 515 M | +USD 33.8 M | 67 | 0.27% | Aumentadas |
|
| 343 |
TCW Group
Los Angeles,
California
| USD 515 M | +USD 33.4 M | 25 | 3.46% | Aumentadas |
|
| 344 |
NewEdge Advisors
New Orleans,
Louisiana
| USD 512 M | +USD 54.4 M | 82 | 1.52% | Aumentadas |
|
| 345 |
Findlay Park Partners
London,
United Kingdom
| USD 509 M | +USD 49 M | 2 | 6.88% | Aumentadas |
|
| 346 |
Port Capital
Chicago,
Illinois
| USD 507 M | -USD 1.58 M | 4 | 20.71% | Reducidas |
|
| 347 |
Cullen Capital Management
New York
| USD 507 M | +USD 96.9 k | 5 | 4.98% | Aumentadas |
|
| 348 |
&Partners
Nashville,
Tennessee
| USD 504 M | +USD 53.5 M | 52 | 2.07% | Aumentadas |
|
| 349 |
Calamos Advisors
Naperville,
Illinois
| USD 503 M | -USD 58.3 M | 25 | 1.67% | Reducidas |
|
| 350 |
Seven Grand Managers
Bronxville,
New York
| USD 502 M | +USD 370 M | 13 | 20.2% | Aumentadas |
|