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 | |
|---|---|---|---|---|---|---|---|
| 651 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 159 M | +USD 18 M | 14 | 0.72% | Aumentadas |
|
| 652 |
GC
Gobi Capital
San Francisco,
California
| USD 159 M | +USD 845 k | 1 | 7.44% | Aumentadas |
|
| 653 |
Prudential plc
London, England,
United Kingdom
| USD 159 M | -USD 3.83 M | 13 | 0.86% | Reducidas |
|
| 654 |
Alphinity Investment Management
Sydney,
Australia
| USD 158 M | -USD 77.8 M | 1 | 2.62% | Reducidas |
|
| 655 |
Horizon Investments
Charlotte,
North Carolina
| USD 157 M | -USD 23.9 M | 35 | 1.72% | Reducidas |
|
| 656 |
Capital Investment Advisors
Atlanta,
Georgia
| USD 156 M | +USD 2.75 M | 15 | 2.06% | Aumentadas |
|
| 657 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 156 M | +USD 11.6 M | 38 | 4.44% | Aumentadas |
|
| 658 |
Douglass Winthrop Advisors
New York
| USD 155 M | +USD 4.71 M | 12 | 2.67% | Aumentadas |
|
| 659 |
SGF
S&G Foundation
Wilson,
Wyoming
| USD 154 M | +USD 159 M | 1 | 7.19% | Nuevas |
|
| 660 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 154 M | +USD 9.24 M | 32 | 1.55% | Aumentadas |
|
| 661 |
Boothbay Fund Management
New York
| USD 154 M | -USD 2.54 M | 54 | 2.03% | Reducidas |
|
| 662 |
Benjamin Edwards Inc
Clayton,
Missouri
| USD 154 M | +USD 31.6 M | 26 | 1.4% | Aumentadas |
|
| 663 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 153 M | -USD 43.8 M | 21 | 2.01% | Reducidas |
|
| 664 |
Ossiam
Paris,
France
| USD 152 M | +USD 67.2 M | 16 | 2.01% | Aumentadas |
|
| 665 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 151 M | +USD 20.1 M | 31 | 1.84% | Aumentadas |
|
| 666 |
WhitTier Trust Company
Reno,
Nevada
| USD 151 M | +USD 3.26 M | 41 | 2.8% | Aumentadas |
|
| 667 |
BW Gestao de Investimentos
Sao Paulo,
Brazil
| USD 150 M | +USD 98.6 M | 9 | 2.96% | Aumentadas |
|
| 668 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 149 M | +USD 8.72 M | 27 | 3.83% | Aumentadas |
|
| 669 |
Hudson Way Capital Management
Dallas,
Texas
| USD 149 M | +USD 28.5 M | 2 | 13.3% | Aumentadas |
|
| 670 |
Hancock Whitney
Gulfport,
Mississippi
| USD 149 M | -USD 7.31 M | 14 | 2.48% | Reducidas |
|
| 671 |
Ethic Inc
New York
| USD 148 M | +USD 6.75 M | 42 | 1.85% | Aumentadas |
|
| 672 |
Allworth Financial
Folsom,
California
| USD 148 M | -USD 48.1 M | 93 | 0.63% | Reducidas |
|
| 673 |
Soros Fund Management
New York
| USD 147 M | -USD 31.7 M | 9 | 1.81% | Reducidas |
|
| 674 |
Blue Whale Capital
London,
United Kingdom
| USD 147 M | +USD 51 M | 2 | 4.67% | Aumentadas |
|
| 675 |
Contrarius Group Holdings
Hamilton,
Bermuda
| USD 147 M | +USD 146 M | 1 | 6.78% | Nuevas |
|