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 | |
|---|---|---|---|---|---|---|---|
| 351 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 497 M | -USD 21.4 M | 76 | 1.55% | Reducidas |
|
| 352 |
M&T Bank
Buffalo,
New York
| USD 495 M | +USD 586 k | 49 | 1.45% | Aumentadas |
|
| 353 |
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
| USD 495 M | +USD 25 M | 15 | 2.24% | Aumentadas |
|
| 354 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 494 M | -USD 21 M | 18 | 2.48% | Reducidas |
|
| 355 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 492 M | +USD 139 M | 12 | 6.12% | Aumentadas |
|
| 356 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 491 M | +USD 56.9 M | 21 | 5.82% | Aumentadas |
|
| 357 |
Walleye Capital
New York
| USD 486 M | +USD 133 M | 57 | 1.74% | Aumentadas |
|
| 358 |
CCM
Carronade Capital Management
Darien,
Connecticut
| USD 485 M | +USD 144 M | 1 | 8.4% | Aumentadas |
|
| 359 |
JANA Partners Management
New York
| USD 484 M | -USD 14.2 M | 1 | 25.46% | Reducidas |
|
| 360 |
Xponance
Philadelphia,
Pennsylvania
| USD 483 M | +USD 40.1 M | 60 | 2.96% | Aumentadas |
|
| 361 |
MUFG Securities EMEA
London,
United Kingdom
| USD 482 M | +USD 213 M | 18 | 5.05% | Aumentadas |
|
| 362 |
Y.D. More Investments
Ramat Gan,
Israel
| USD 479 M | -USD 58.2 M | 24 | 14.9% | Reducidas |
|
| 363 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 474 M | -USD 29.8 M | 43 | 2.3% | Reducidas |
|
| 364 |
Maren Capital
Chicago,
Illinois
| USD 469 M | +USD 29.4 M | 2 | 21.76% | Aumentadas |
|
| 365 |
Amalgamated Bank
New York
| USD 469 M | -USD 5.36 M | 50 | 3.24% | Reducidas |
|
| 366 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 462 M | -USD 6.99 M | 16 | 2.52% | Reducidas |
|
| 367 |
Virginia Retirement Systems
Richmond,
Virginia
| USD 456 M | +USD 45.2 M | 43 | 2.72% | Aumentadas |
|
| 368 |
Life Cycle Investment Partners
London,
| USD 455 M | +USD 87.6 M | 6 | 2.12% | Aumentadas |
|
| 369 |
Frontier Capital Management
Boston,
Massachusetts
| USD 450 M | -USD 24.5 M | 15 | 4.2% | Reducidas |
|
| 370 |
EULAV Asset Management
Sarasota,
Florida
| USD 450 M | -USD 11.5 M | 10 | 14.37% | Reducidas |
|
| 371 |
Brown Brothers Harriman & Co
New York
| USD 449 M | +USD 133 M | 43 | 1.97% | Aumentadas |
|
| 372 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 449 M | -USD 51.9 M | 55 | 2.07% | Reducidas |
|
| 373 |
Westwood Holdings Group
Dallas,
Texas
| USD 448 M | -USD 33.1 M | 21 | 3.38% | Reducidas |
|
| 374 |
Emerald Advisers
Leola,
Pennsylvania
| USD 445 M | -USD 35.6 M | 17 | 10.48% | Reducidas |
|
| 375 |
Empowered Funds
Havertown,
Pennsylvania
| USD 437 M | -USD 92 M | 48 | 2.3% | Reducidas |
|