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 | |
|---|---|---|---|---|---|---|---|
| 551 |
Flossbach Von Storch
Cologne,
Germany
| USD 222 M | -USD 38.2 M | 1 | 1.01% | Reducidas |
|
| 552 |
Analog Century Management
New York
| USD 222 M | +USD 48 M | 2 | 8.13% | Aumentadas |
|
| 553 |
C WorldWide Group
Copenhagen,
Denmark
| USD 222 M | -USD 53.2 M | 2 | 5.34% | Reducidas |
|
| 554 |
Danica Pension Livsforsikrings
Copenhagen V,
| USD 221 M | +USD 60 M | 9 | 3.54% | Aumentadas |
|
| 555 |
Meyer Handelman Company
Rye Brook,
New York
| USD 221 M | +USD 405 M | 8 | 6.26% | Aumentadas |
|
| 556 |
River Road Asset Management
Louisville,
Kentucky
| USD 221 M | +USD 35.9 M | 4 | 2.45% | Aumentadas |
|
| 557 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 220 M | +USD 3.43 M | 14 | 3.63% | Aumentadas |
|
| 558 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 219 M | +USD 40.7 M | 14 | 1.4% | Aumentadas |
|
| 559 |
Banco Santander
Madrid,
Spain
| USD 219 M | +USD 25.5 M | 16 | 1.36% | Aumentadas |
|
| 560 |
iA Global Asset Management
Quebec,
Quebec, Canada
| USD 218 M | -USD 16.4 M | 15 | 2.6% | Reducidas |
|
| 561 |
Rokos Capital Management (UK)
London,
United Kingdom
| USD 218 M | -USD 242 M | 10 | 0.81% | Reducidas |
|
| 562 |
Insight Holdings Group
New York
| USD 218 M | +USD 277 M | 3 | 16.55% | Aumentadas |
|
| 563 |
Redwood Capital Management
New York
| USD 218 M | +USD 166 M | 2 | 23.48% | Nuevas |
|
| 564 |
Goanna Capital Management
West Palm Beach,
Florida
| USD 218 M | +USD 216 M | 1 | 97.37% | Nuevas |
|
| 565 |
Egerton Capital (UK)
London,
United Kingdom
| USD 216 M | +USD 25.1 M | 1 | 2.09% | Aumentadas |
|
| 566 |
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 214 M | +USD 18.5 M | 34 | 2.59% | Aumentadas |
|
| 567 |
Americana Partners
Houston,
Texas
| USD 214 M | +USD 28.6 M | 22 | 4.82% | Aumentadas |
|
| 568 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 212 M | -USD 12.7 M | 10 | 6.89% | Reducidas |
|
| 569 |
Employees Retirement System of Texas
Austin,
Texas
| USD 212 M | -USD 7.5 M | 17 | 1.68% | Reducidas |
|
| 570 |
Appaloosa LP
Short Hills,
New Jersey
| USD 212 M | +USD 81.9 M | 2 | 2.74% | Aumentadas |
|
| 571 |
Prospera Financial Services
Dallas,
Texas
| USD 211 M | +USD 5.07 M | 35 | 3.07% | Aumentadas |
|
| 572 |
Silvant Capital Management
Atlanta,
Georgia
| USD 210 M | +USD 30 M | 18 | 6.1% | Aumentadas |
|
| 573 |
Crawford Investment Counsel
Atlanta,
Georgia
| USD 208 M | -USD 11.9 M | 12 | 3.46% | Reducidas |
|
| 574 |
OP Asset Management
Helsinki,
| USD 207 M | -USD 66.5 M | 21 | 2.21% | Reducidas |
|
| 575 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 207 M | +USD 3.41 M | 44 | 3.07% | Aumentadas |
|