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 | |
|---|---|---|---|---|---|---|---|
| 3801 |
55 North Private Wealth
Winter Park,
Florida
| USD 3.99 M | +USD 1.05 M | 10 | 0.79% | Aumentadas |
|
| 3802 |
CPA
Capital Performance Advisors
Walnut Creek,
California
| USD 3.99 M | -USD 4.91 M | 7 | 0.26% | Reducidas |
|
| 3803 |
Broyhill Asset Management
Charlotte,
North Carolina
| USD 3.99 M | +USD 459 k | 4 | 3.54% | Aumentadas |
|
| 3804 |
PeakShares LLC
Tampa,
Florida
| USD 3.98 M | +USD 1.19 M | 8 | 2.96% | Aumentadas |
|
| 3805 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 3.98 M | +USD 304 k | 5 | 0.8% | Aumentadas |
|
| 3806 |
White Pine Investment Company
Livonia,
Michigan
| USD 3.98 M | +USD 29.5 k | 2 | 0.85% | Aumentadas |
|
| 3807 |
Quinn Opportunity Partners
Charlottesville,
Virginia
| USD 3.97 M | -USD 226 k | 2 | 0.18% | Reducidas |
|
| 3808 |
Able Wealth Management
Toms River,
New Jersey
| USD 3.97 M | +USD 2.43 M | 3 | 0.91% | Aumentadas |
|
| 3809 |
A4 Wealth Advisors
Huntersville,
North Carolina
| USD 3.96 M | +USD 1.49 M | 2 | 2.63% | Aumentadas |
|
| 3810 |
Aspen Grove Capital
Avon,
Colorado
| USD 3.96 M | +USD 11.8 k | 7 | 0.57% | Aumentadas |
|
| 3811 |
BCM
Bayesian Capital Management
Brooklyn,
New York
| USD 3.96 M | +USD 1.01 M | 6 | 2.53% | Aumentadas |
|
| 3812 |
Meteora Capital
Boca Raton,
Florida
| USD 3.96 M | +USD 5.83 M | 1 | 0.33% | Nuevas |
|
| 3813 |
HIS
Horizon Investment Services
Hammond,
Indiana
| USD 3.96 M | -USD 1.67 M | 3 | 1.1% | Reducidas |
|
| 3814 |
Littlejohn Financial Services
Roseburg,
Oregon
| USD 3.96 M | +USD 3.12 M | 4 | 2.87% | Aumentadas |
|
| 3815 |
Mattson Financial Services
Kentwood,
Michigan
| USD 3.95 M | +USD 398 k | 7 | 0.83% | Aumentadas |
|
| 3816 |
Aperture Investors
New York
| USD 3.95 M | -USD 10.3 M | 1 | 0.36% | Reducidas |
|
| 3817 |
BDFS Capital
Rehoboth Beach,
Delaware
| USD 3.95 M | -USD 200 k | 4 | 1.72% | Reducidas |
|
| 3818 |
Exchange Bank
Santa Rosa,
California
| USD 3.95 M | -USD 168 k | 7 | 2.46% | Reducidas |
|
| 3819 |
Warner Group
Madison,
Connecticut
| USD 3.94 M | +USD 2.13 M | 4 | 0.97% | Aumentadas |
|
| 3820 |
Cedrus Wealth Group LLC
Andover,
Minnesota
| USD 3.94 M | +USD 4.26 M | 1 | 3.44% | Nuevas |
|
| 3821 |
Rockport Wealth
Fairview Park,
Ohio
| USD 3.93 M | +USD 631 k | 4 | 0.66% | Aumentadas |
|
| 3822 |
Argus Investors Counsel
New York
| USD 3.93 M | +USD 256 k | 4 | 3.03% | Aumentadas |
|
| 3823 |
WAM
Westport Asset Management
Southport,
Connecticut
| USD 3.92 M | +USD 428 k | 5 | 1.6% | Aumentadas |
|
| 3824 |
D.B. Root & Company
Pittsburgh,
Pennsylvania
| USD 3.91 M | +USD 42.5 k | 6 | 0.83% | Aumentadas |
|
| 3825 |
Dean Capital Management
Overland Park,
Kansas
| USD 3.91 M | -USD 2.6 M | 3 | 1.42% | Reducidas |
|