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 | |
|---|---|---|---|---|---|---|---|
| 376 |
Sequoia Financial Advisors
Akron,
Ohio
| USD 435 M | +USD 42.5 M | 52 | 2.17% | Aumentadas |
|
| 377 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 433 M | +USD 14.6 M | 22 | 2.99% | Aumentadas |
|
| 378 |
Conestoga Capital Advisors
Wayne,
Pennsylvania
| USD 429 M | -USD 63.5 M | 6 | 9.33% | Reducidas |
|
| 379 |
Police & Firemen's Retirement System of New Jersey
Trenton,
New Jersey
| USD 426 M | +USD 9.33 M | 86 | 3.2% | Aumentadas |
|
| 380 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 426 M | -USD 60.8 M | 1 | 7.21% | Reducidas |
|
| 381 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 425 M | +USD 73.1 M | 38 | 0.68% | Aumentadas |
|
| 382 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 425 M | +USD 23.7 M | 48 | 2.89% | Aumentadas |
|
| 383 |
TimesSquare Capital Management
New York
| USD 419 M | -USD 43.7 M | 8 | 6.17% | Reducidas |
|
| 384 |
AGF Management
Toronto,
Ontario, Canada
| USD 419 M | -USD 461 M | 17 | 1.63% | Reducidas |
|
| 385 |
Liberty Street Advisors
New York
| USD 419 M | +USD 411 M | 1 | 82.61% | Aumentadas |
|
| 386 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 419 M | +USD 16.6 M | 24 | 5.93% | Aumentadas |
|
| 387 |
Yacktman Asset Management
Austin,
Texas
| USD 416 M | +USD 8.39 M | 5 | 5.15% | Aumentadas |
|
| 388 |
Capital Fund Management (CFM)
Paris,
France
| USD 416 M | -USD 162 M | 23 | 1.83% | Reducidas |
|
| 389 |
UniSuper Management
Melbourne, Victoria,
Australia
| USD 412 M | -USD 61.3 M | 21 | 2.13% | Reducidas |
|
| 390 |
Homestead Advisers
Arlington,
Virginia
| USD 411 M | -USD 22.5 M | 7 | 10.21% | Reducidas |
|
| 391 |
Marsico Capital Management
Denver,
Colorado
| USD 406 M | -USD 59.3 M | 5 | 10.6% | Reducidas |
|
| 392 |
IEQ Capital
Foster City,
California
| USD 406 M | -USD 124 M | 41 | 1.87% | Reducidas |
|
| 393 |
KBC Group
Brussels,
Belgium
| USD 404 M | -USD 32.9 M | 55 | 0.87% | Reducidas |
|
| 394 |
Douglas Lane & Associates
New York
| USD 397 M | +USD 3.31 M | 7 | 5.38% | Aumentadas |
|
| 395 |
Needham Investment Management
New York
| USD 395 M | +USD 102 M | 23 | 11.89% | Aumentadas |
|
| 396 |
Maverick Capital
Dallas,
Texas
| USD 393 M | -USD 143 M | 5 | 3.47% | Reducidas |
|
| 397 |
GA
Greenhaven Associates
Purchase,
New York
| USD 393 M | +USD 3.9 M | 1 | 4.53% | Aumentadas |
|
| 398 |
PineBridge Investments
New York
| USD 391 M | +USD 28.2 M | 19 | 3.22% | Aumentadas |
|
| 399 |
Phoenix Financial
Givatayim,
Israel
| USD 390 M | +USD 104 M | 25 | 2.66% | Aumentadas |
|
| 400 |
Vontobel Holding
Zurich,
Switzerland
| USD 389 M | +USD 48.9 M | 41 | 1.24% | Aumentadas |
|