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 | |
|---|---|---|---|---|---|---|---|
| 676 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| USD 147 M | +USD 19.8 M | 35 | 1.38% | Aumentadas |
|
| 677 |
Bragg Financial Advisors
Charlotte,
North Carolina
| USD 146 M | +USD 4.69 M | 12 | 3.92% | Aumentadas |
|
| 678 |
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 146 M | +USD 20.7 M | 34 | 1.23% | Aumentadas |
|
| 679 |
First Eagle Investment Management
New York
| USD 146 M | -USD 1.79 M | 13 | 0.24% | Reducidas |
|
| 680 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 146 M | +USD 12.2 M | 22 | 1.41% | Aumentadas |
|
| 681 |
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 145 M | +USD 2.49 M | 51 | 2.43% | Aumentadas |
|
| 682 |
R.M. Davis Inc
Portland,
Maine
| USD 145 M | +USD 742 k | 11 | 2.29% | Aumentadas |
|
| 683 |
John W. Bristol & Co
New York
| USD 144 M | -USD 1.3 M | 1 | 2.14% | Reducidas |
|
| 684 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 144 M | -USD 11 M | 5 | 7.89% | Reducidas |
|
| 685 |
Todd Asset Management
Louisville,
Kentucky
| USD 143 M | +USD 10.6 M | 4 | 2.54% | Aumentadas |
|
| 686 |
Hennessy Advisors Inc
Novato,
California
| USD 142 M | +USD 9.8 M | 3 | 4.55% | Aumentadas |
|
| 687 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 142 M | +USD 26.7 M | 29 | 1.6% | Aumentadas |
|
| 688 |
Advisory Services Network
Atlanta,
Georgia
| USD 142 M | +USD 13.5 M | 45 | 1.61% | Aumentadas |
|
| 689 |
KC
KHIS Custodian
Dallas,
Texas
| USD 142 M | -USD 70.9 M | 1 | 100% | Reducidas |
|
| 690 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 142 M | USD 0 | 1 | 12.67% | Mantenido |
|
| 691 |
Crossmark Global Holdings
Houston,
Texas
| USD 142 M | +USD 4.77 M | 36 | 1.84% | Aumentadas |
|
| 692 |
Forest Avenue Capital Management
Miami,
Florida
| USD 141 M | +USD 10.2 M | 1 | 5.93% | Aumentadas |
|
| 693 |
Klingenstein Fields & Co
New York
| USD 141 M | +USD 8.48 M | 11 | 4.93% | Aumentadas |
|
| 694 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 141 M | -USD 20.4 M | 2 | 3.94% | Reducidas |
|
| 695 |
Kornitzer Capital Management
Shawnee Mission,
Kansas
| USD 141 M | +USD 31.5 M | 27 | 2.93% | Aumentadas |
|
| 696 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 140 M | -USD 8.24 M | 86 | 2.38% | Reducidas |
|
| 697 |
Clearstead Advisors
Cleveland,
Ohio
| USD 140 M | +USD 24.5 M | 76 | 1.32% | Aumentadas |
|
| 698 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 140 M | -USD 21.1 M | 3 | 1.03% | Reducidas |
|
| 699 |
Andra AP-fonden
Goteborg,
Sweden
| USD 139 M | -USD 10.1 M | 5 | 1.6% | Reducidas |
|
| 700 |
Curi RMB Capital
Chicago,
Illinois
| USD 139 M | +USD 2.17 M | 24 | 2.14% | Aumentadas |
|