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 | |
|---|---|---|---|---|---|---|---|
| 451 |
Oberweis Asset Management
Lisle,
Illinois
| USD 317 M | +USD 33.2 M | 9 | 6.55% | Aumentadas |
|
| 452 |
Browning West
Los Angeles,
California
| USD 316 M | -USD 346 k | 1 | 18.69% | Reducidas |
|
| 453 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 316 M | -USD 19.8 M | 28 | 3.12% | Reducidas |
|
| 454 |
B. Metzler seel. Sohn & Co
Frankfurt,
Germany
| USD 311 M | +USD 67.5 M | 26 | 2.68% | Aumentadas |
|
| 455 |
Pacific Heights Asset Management
San Francisco,
California
| USD 309 M | +USD 14.3 M | 4 | 9.8% | Aumentadas |
|
| 456 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 309 M | +USD 15.8 M | 5 | 2.75% | Aumentadas |
|
| 457 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 307 M | -USD 12.5 M | 38 | 2.92% | Reducidas |
|
| 458 |
Tocqueville Asset Management
New York
| USD 307 M | +USD 10.8 M | 21 | 4.05% | Aumentadas |
|
| 459 |
MAI Capital Management
Independence,
Ohio
| USD 306 M | +USD 37.6 M | 40 | 1.15% | Aumentadas |
|
| 460 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 306 M | +USD 9.23 M | 21 | 1.92% | Aumentadas |
|
| 461 |
Atalan Capital Partners
New York
| USD 306 M | +USD 43 M | 2 | 18.76% | Aumentadas |
|
| 462 |
Arax Advisory Partners
Denver,
Colorado
| USD 304 M | +USD 259 M | 93 | 2.02% | Aumentadas |
|
| 463 |
Altimeter Capital Management
Boston,
Massachusetts
| USD 304 M | +USD 302 M | 1 | 3.09% | Nuevas |
|
| 464 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| USD 300 M | +USD 138 M | 25 | 5.64% | Aumentadas |
|
| 465 |
QRG Capital Management
Chicago,
Illinois
| USD 300 M | +USD 25 M | 33 | 2.46% | Aumentadas |
|
| 466 |
Advisors Asset Management
Monument,
Colorado
| USD 300 M | -USD 4.67 M | 45 | 4.57% | Reducidas |
|
| 467 |
Quadrature Capital
London,
United Kingdom
| USD 299 M | -USD 6.06 M | 34 | 2.56% | Reducidas |
|
| 468 |
Park Avenue Securities
New York
| USD 298 M | +USD 162 M | 37 | 1.86% | Aumentadas |
|
| 469 |
Polen Capital Management
Boca Raton,
Florida
| USD 297 M | +USD 216 M | 13 | 2.56% | Aumentadas |
|
| 470 |
AE Industrial Partners
Boca Raton,
Florida
| USD 296 M | -USD 422 M | 2 | 21.65% | Reducidas |
|
| 471 |
USS Investment Management
London,
United Kingdom
| USD 296 M | +USD 82.3 M | 17 | 1.06% | Aumentadas |
|
| 472 |
Wealthfront Advisers
Palo Alto,
California
| USD 292 M | -USD 728 k | 33 | 0.56% | Reducidas |
|
| 473 |
MC
Maplelane Capital
New York
| USD 290 M | +USD 251 M | 2 | 5.26% | Aumentadas |
|
| 474 |
AKO Capital
London,
United Kingdom
| USD 288 M | -USD 70.6 M | 1 | 6.72% | Reducidas |
|
| 475 |
Mizuho Markets Americas
New York
| USD 286 M | -USD 28.5 M | 6 | 4.49% | Reducidas |
|