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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 173 M | +USD 38.1 M | 51 | 1.13% | Aumentadas |
|
| 627 |
Senator Investment Group
New York
| USD 173 M | -USD 32.4 M | 3 | 6.32% | Reducidas |
|
| 628 |
Ilmarinen Mutual Pension Insurance
Helsinki,
Finland
| USD 173 M | +USD 41.6 M | 11 | 1.17% | Aumentadas |
|
| 629 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 172 M | +USD 1.84 M | 14 | 11.05% | Aumentadas |
|
| 630 |
Union Bancaire Privee
Geneva 1,
Switzerland
| USD 172 M | -USD 44.4 M | 17 | 1.88% | Reducidas |
|
| 631 |
Fidelity National Financial
Jacksonville,
Florida
| USD 171 M | +USD 173 M | 3 | 5.42% | Aumentadas |
|
| 632 |
Glenview Trust
Louisville,
Kentucky
| USD 171 M | +USD 5.36 M | 15 | 2.37% | Aumentadas |
|
| 633 |
Groupe la Francaise
Paris,
France
| USD 170 M | +USD 13.6 M | 16 | 2.05% | Aumentadas |
|
| 634 |
GHP Investment Advisors
Denver,
Colorado
| USD 170 M | -USD 610 k | 38 | 6.24% | Reducidas |
|
| 635 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 170 M | -USD 76.2 M | 17 | 1.8% | Reducidas |
|
| 636 |
Canoe Financial
Calgary,
Alberta, Canada
| USD 169 M | +USD 2.16 M | 3 | 2.1% | Aumentadas |
|
| 637 |
Atria Investments
Charlotte,
North Carolina
| USD 169 M | -USD 8.58 M | 45 | 1.69% | Reducidas |
|
| 638 |
Saudi Central Bank
Riyadh,
Saudi Arabia
| USD 169 M | +USD 8.09 M | 3 | 2.21% | Aumentadas |
|
| 639 |
Summit Trail Advisors
New York
| USD 168 M | +USD 1.64 M | 48 | 2.11% | Aumentadas |
|
| 640 |
Systematic Financial Management
Teaneck,
New Jersey
| USD 167 M | +USD 25.5 M | 9 | 3.33% | Aumentadas |
|
| 641 |
Waverly Advisors
Birmingham,
Alabama
| USD 166 M | +USD 31.5 M | 36 | 0.97% | Aumentadas |
|
| 642 |
Foundations Investment Advisors
Phoenix,
Arizona
| USD 166 M | +USD 22.5 M | 26 | 1.71% | Aumentadas |
|
| 643 |
Welch Group
Birmingham,
Alabama
| USD 165 M | +USD 1.15 M | 13 | 5.63% | Aumentadas |
|
| 644 |
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 165 M | -USD 2.33 M | 6 | 15.63% | Reducidas |
|
| 645 |
Ilex Capital Partners
London,
United Kingdom
| USD 165 M | +USD 39 M | 4 | 3.38% | Aumentadas |
|
| 646 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 164 M | +USD 2.89 M | 4 | 2.75% | Aumentadas |
|
| 647 |
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 163 M | +USD 67.1 M | 7 | 7.88% | Aumentadas |
|
| 648 |
Ceredex Value Advisors
Orlando,
Florida
| USD 162 M | +USD 60.5 M | 7 | 4.56% | Aumentadas |
|
| 649 |
HB Wealth Management
Atlanta,
Georgia
| USD 162 M | -USD 18 M | 39 | 0.91% | Reducidas |
|
| 650 |
Copeland Capital Management
Conshohocken,
Pennsylvania
| USD 160 M | -USD 4.1 M | 8 | 3.28% | Reducidas |
|