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 | |
|---|---|---|---|---|---|---|---|
| 776 |
Farther Finance Advisors
San Francisco,
California
| USD 114 M | +USD 3.06 M | 91 | 0.89% | Aumentadas |
|
| 777 |
Locust Wood Capital Advisers
New York
| USD 114 M | +USD 114 M | 2 | 2.75% | Nuevas |
|
| 778 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 113 M | +USD 1.56 M | 2 | 11.88% | Aumentadas |
|
| 779 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 113 M | +USD 3.63 M | 78 | 3.01% | Aumentadas |
|
| 780 |
Merewether Investment Management
Dallas,
Texas
| USD 112 M | +USD 4.54 M | 1 | 2.12% | Aumentadas |
|
| 781 |
Fenimore Asset Management
Cobleskill,
New York
| USD 112 M | +USD 1.11 M | 1 | 2.31% | Aumentadas |
|
| 782 |
PBU - The Pension Fund of Early Childhood & Youth Educators
Copenhagen,
| USD 112 M | +USD 6.61 M | 2 | 2.53% | Aumentadas |
|
| 783 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 112 M | +USD 19.7 M | 27 | 1.65% | Aumentadas |
|
| 784 |
First Financial Bankshares
Abilene,
Texas
| USD 111 M | -USD 79.7 M | 7 | 2.08% | Reducidas |
|
| 785 |
Cannae Holdings
Las Vegas,
Nevada
| USD 111 M | +USD 110 M | 1 | 83.04% | Nuevas |
|
| 786 |
Fiduciary Trust
Boston,
Massachusetts
| USD 111 M | -USD 2.69 M | 24 | 1.21% | Reducidas |
|
| 787 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 111 M | -USD 1.87 M | 14 | 6.83% | Reducidas |
|
| 788 |
Walleye Trading
New York
| USD 110 M | +USD 31.2 M | 24 | 0.13% | Aumentadas |
|
| 789 |
NZS Capital
Denver,
Colorado
| USD 110 M | -USD 27.7 k | 3 | 2.85% | Reducidas |
|
| 790 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 110 M | +USD 438 k | 69 | 2.84% | Aumentadas |
|
| 791 |
EFG International
Zurich,
| USD 109 M | -USD 5.69 M | 26 | 2% | Reducidas |
|
| 792 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 109 M | -USD 12 M | 5 | 4.57% | Reducidas |
|
| 793 |
Williams Jones Wealth Management
New York
| USD 109 M | +USD 11.5 M | 21 | 1.23% | Aumentadas |
|
| 794 |
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 109 M | +USD 2.8 M | 37 | 1.65% | Aumentadas |
|
| 795 |
Cypress Point Wealth Management
Dallas,
Texas
| USD 109 M | +USD 142 k | 3 | 22.16% | Aumentadas |
|
| 796 |
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 109 M | +USD 4.87 M | 19 | 2.65% | Aumentadas |
|
| 797 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 109 M | -USD 66.2 M | 9 | 6.12% | Reducidas |
|
| 798 |
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 108 M | -USD 37 k | 9 | 4.26% | Reducidas |
|
| 799 |
Argent Capital Management
St Louis,
Missouri
| USD 108 M | -USD 19.7 M | 7 | 3.42% | Reducidas |
|
| 800 |
Meitav Investment House
Bene-Beraq,
Israel
| USD 108 M | -USD 316 M | 10 | 0.73% | Reducidas |
|