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 | |
|---|---|---|---|---|---|---|---|
| 751 |
J. Stern & Co
London,
United Kingdom
| USD 122 M | +USD 2.35 M | 5 | 11.51% | Aumentadas |
|
| 752 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 121 M | -USD 230 M | 18 | 3.01% | Reducidas |
|
| 753 |
Lee, Danner & Bass
Nashville,
Tennessee
| USD 121 M | +USD 2.67 M | 11 | 6.96% | Aumentadas |
|
| 754 |
J.W. Cole Advisors
Tampa,
Florida
| USD 121 M | +USD 72.7 M | 33 | 2.07% | Aumentadas |
|
| 755 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 119 M | -USD 26.5 M | 18 | 2.39% | Reducidas |
|
| 756 |
Causeway Capital Management
Los Angeles,
California
| USD 119 M | -USD 768 k | 2 | 1.29% | Reducidas |
|
| 757 |
Granite Investment Partners
El Segundo,
California
| USD 119 M | +USD 24.1 M | 25 | 6.08% | Aumentadas |
|
| 758 |
OpenArc Corporate Advisory
Atlanta,
Georgia
| USD 119 M | +USD 4.41 M | 26 | 1.41% | Aumentadas |
|
| 759 |
Brookstone Capital Management
Wheaton,
Illinois
| USD 118 M | -USD 14 M | 28 | 1.19% | Reducidas |
|
| 760 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| USD 118 M | +USD 7.66 M | 29 | 1.18% | Aumentadas |
|
| 761 |
Burney Company
Reston,
Virginia
| USD 118 M | -USD 9.16 M | 23 | 3.18% | Reducidas |
|
| 762 |
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 118 M | +USD 34 M | 16 | 7.5% | Aumentadas |
|
| 763 |
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 117 M | +USD 5.4 M | 5 | 66.26% | Aumentadas |
|
| 764 |
Optiver Holding
Amsterdam,
Netherlands
| USD 117 M | +USD 55 M | 21 | 0.03% | Aumentadas |
|
| 765 |
Zimmer Partners
New York
| USD 117 M | -USD 111 M | 8 | 2.69% | Reducidas |
|
| 766 |
Vaughan David Investments
Peoria,
Illinois
| USD 117 M | -USD 71.2 k | 9 | 2.32% | Reducidas |
|
| 767 |
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| USD 117 M | -USD 19.2 M | 29 | 0.86% | Reducidas |
|
| 768 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 116 M | -USD 9.04 M | 23 | 1.99% | Reducidas |
|
| 769 |
Manning & Napier Advisors
Fairport,
New York
| USD 115 M | +USD 2.55 M | 19 | 1.48% | Aumentadas |
|
| 770 |
Aristotle Capital Boston
Boston,
Massachusetts
| USD 115 M | -USD 44.2 M | 7 | 7.7% | Reducidas |
|
| 771 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 115 M | -USD 2.76 M | 11 | 3.68% | Reducidas |
|
| 772 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 115 M | +USD 43.2 M | 1 | 0.48% | Aumentadas |
|
| 773 |
Summit Financial
Parsippany,
New Jersey
| USD 115 M | +USD 10 M | 32 | 1.26% | Aumentadas |
|
| 774 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 114 M | -USD 6.67 M | 16 | 2.26% | Reducidas |
|
| 775 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 114 M | -USD 36.6 M | 15 | 4.75% | Reducidas |
|