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 | |
|---|---|---|---|---|---|---|---|
| 426 |
D.A. Davidson & Co
Great Falls,
Montana
| USD 341 M | +USD 8.79 M | 30 | 1.89% | Aumentadas |
|
| 427 |
Markel Group
Glen Allen,
Virginia
| USD 339 M | USD 0 | 6 | 2.58% | Mantenido |
|
| 428 |
Steward Partners Investment Advisory
New York
| USD 338 M | +USD 55.6 M | 87 | 1.73% | Aumentadas |
|
| 429 |
Local Pensions Partnership Investment
London,
United Kingdom
| USD 337 M | -USD 23.1 M | 2 | 7.07% | Reducidas |
|
| 430 |
IFM Investors
Melbourne,
Australia
| USD 333 M | +USD 51.9 M | 22 | 2.2% | Aumentadas |
|
| 431 |
LMR Partners
London,
United Kingdom
| USD 332 M | +USD 213 M | 27 | 1.24% | Aumentadas |
|
| 432 |
Hyperion Asset Management
Brisbane,
Australia
| USD 331 M | +USD 218 M | 2 | 8.77% | Aumentadas |
|
| 433 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 330 M | -USD 121 M | 18 | 1.19% | Reducidas |
|
| 434 |
Channing Capital Management
Chicago,
Illinois
| USD 329 M | +USD 20.6 M | 5 | 7.58% | Aumentadas |
|
| 435 |
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| USD 329 M | +USD 293 M | 7 | 5.67% | Aumentadas |
|
| 436 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 327 M | -USD 74.4 M | 9 | 2.62% | Reducidas |
|
| 437 |
Fayez Sarofim & Co
Houston,
Texas
| USD 326 M | -USD 10.6 M | 13 | 0.77% | Reducidas |
|
| 438 |
Whittier Trust
South Pasadena,
California
| USD 325 M | +USD 18.1 M | 40 | 3.15% | Aumentadas |
|
| 439 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 324 M | +USD 43.9 M | 10 | 1.55% | Aumentadas |
|
| 440 |
AIC
AWM Investment Company
New York
| USD 324 M | -USD 36.3 M | 12 | 28.11% | Reducidas |
|
| 441 |
OFI Invest Asset Management
Paris,
France
| USD 323 M | +USD 162 M | 8 | 3.23% | Aumentadas |
|
| 442 |
Donaldson Capital Management
Evansville,
Indiana
| USD 323 M | +USD 5.65 M | 14 | 9.23% | Aumentadas |
|
| 443 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 323 M | +USD 8.64 M | 62 | 2.65% | Aumentadas |
|
| 444 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 321 M | +USD 3.15 M | 56 | 2.95% | Aumentadas |
|
| 445 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 321 M | USD 0 | 8 | 7.81% | Mantenido |
|
| 446 |
GE Investment Management
Norwalk,
Connecticut
| USD 320 M | USD 0 | 1 | 99.74% | Mantenido |
|
| 447 |
Oppenheimer Asset Management
New York
| USD 319 M | +USD 26.8 M | 39 | 3.31% | Aumentadas |
|
| 448 |
Kennedy Capital Management
St Louis,
Missouri
| USD 318 M | -USD 23.1 M | 20 | 5.63% | Reducidas |
|
| 449 |
Madison Asset Management
Madison,
Wisconsin
| USD 317 M | +USD 10.6 M | 11 | 3.78% | Aumentadas |
|
| 450 |
Jain Global
New York
| USD 317 M | -USD 97.1 M | 40 | 1.25% | Reducidas |
|