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 | |
|---|---|---|---|---|---|---|---|
| 3926 |
Peak Financial Advisors
Denver,
Colorado
| USD 3.61 M | +USD 544 k | 2 | 1.5% | Aumentadas |
|
| 3927 |
Permanent Capital Management
Chicago,
Illinois
| USD 3.61 M | +USD 1.7 M | 6 | 0.48% | Aumentadas |
|
| 3928 |
Kerrisdale Advisers
Miami,
Florida
| USD 3.61 M | +USD 2.46 M | 3 | 0.9% | Aumentadas |
|
| 3929 |
Werba Rubin Papier Wealth Management
San Jose,
California
| USD 3.61 M | +USD 214 k | 8 | 0.44% | Aumentadas |
|
| 3930 |
PL
Polianta Ltd
St Helier,
Jersey
| USD 3.61 M | +USD 2.45 M | 2 | 0.45% | Aumentadas |
|
| 3931 |
AA
Alta Advisers
London,
United Kingdom
| USD 3.61 M | -USD 274 k | 5 | 0.82% | Reducidas |
|
| 3932 |
CMP
Christine Messmer PC
Collegeville,
Pennsylvania
| USD 3.59 M | +USD 245 k | 4 | 2.02% | Aumentadas |
|
| 3933 |
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 3.59 M | +USD 285 k | 3 | 1.44% | Aumentadas |
|
| 3934 |
Crescent Sterling
Metairie,
Louisiana
| USD 3.59 M | -USD 167 k | 5 | 3.21% | Reducidas |
|
| 3935 |
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 3.59 M | USD 0 | 1 | 0.81% | Mantenido |
|
| 3936 |
Mayfair Advisory Group
Birmingham,
Alabama
| USD 3.59 M | -USD 2.72 k | 7 | 1.08% | Reducidas |
|
| 3937 |
True Link Financial Advisors
San Francisco,
California
| USD 3.58 M | -USD 445 k | 3 | 0.21% | Reducidas |
|
| 3938 |
North Growth Management
Vancouver,
British Columbia, Canada
| USD 3.57 M | +USD 24.2 k | 1 | 0.46% | Aumentadas |
|
| 3939 |
SWP Financial
San Diego,
California
| USD 3.57 M | +USD 643 k | 2 | 1.65% | Aumentadas |
|
| 3940 |
Tepp RIA
Westfield,
New Jersey
| USD 3.57 M | +USD 1.23 M | 2 | 2.42% | Aumentadas |
|
| 3941 |
Fortis Capital Management
Bellevue,
Washington
| USD 3.56 M | +USD 540 k | 6 | 0.4% | Aumentadas |
|
| 3942 |
Hexagon Capital Partners
Rogers,
Arkansas
| USD 3.56 M | +USD 324 k | 7 | 0.5% | Aumentadas |
|
| 3943 |
O'Keefe Stevens Advisory
Rochester,
New York
| USD 3.55 M | +USD 101 k | 4 | 0.73% | Aumentadas |
|
| 3944 |
Renaissance Capital
Stamford,
Connecticut
| USD 3.55 M | +USD 822 k | 2 | 1.96% | Aumentadas |
|
| 3945 |
Evansbrook
Bolingbrook,
Illinois
| USD 3.55 M | -USD 838 k | 5 | 2.12% | Reducidas |
|
| 3946 |
Family Management
New York
| USD 3.55 M | -USD 5.36 M | 11 | 0.36% | Reducidas |
|
| 3947 |
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 3.55 M | -USD 31.9 k | 8 | 0.31% | Reducidas |
|
| 3948 |
FFG
Floyd Financial Group
Springfield,
Missouri
| USD 3.55 M | +USD 1.73 M | 3 | 2.32% | Aumentadas |
|
| 3949 |
Trinity Legacy Partners
Houston,
Texas
| USD 3.55 M | -USD 26.6 k | 6 | 0.71% | Reducidas |
|
| 3950 |
MAA
Mraz Amerine & Associates
Modesto,
California
| USD 3.54 M | +USD 443 k | 4 | 0.51% | Aumentadas |
|