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 | |
|---|---|---|---|---|---|---|---|
| 801 |
GF Fund Management
Guangzhou,
China
| USD 108 M | +USD 10.4 M | 7 | 1.3% | Aumentadas |
|
| 802 |
Senvest Management
New York
| USD 108 M | -USD 36.5 M | 3 | 3.17% | Reducidas |
|
| 803 |
Hantz Financial Services
Southfield,
Michigan
| USD 108 M | -USD 7.96 M | 53 | 1.46% | Reducidas |
|
| 804 |
Canal Insurance Company
Greenville,
South Carolina
| USD 108 M | +USD 2.24 M | 13 | 23.56% | Aumentadas |
|
| 805 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 107 M | +USD 142 k | 35 | 1.26% | Aumentadas |
|
| 806 |
Broad Bay Capital Management
New York
| USD 107 M | -USD 8.11 M | 1 | 10.01% | Reducidas |
|
| 807 |
Vise Technologies
New York
| USD 107 M | +USD 40.5 M | 41 | 1.21% | Aumentadas |
|
| 808 |
Cannell & Spears
New York
| USD 107 M | -USD 3.46 M | 15 | 1.9% | Reducidas |
|
| 809 |
TIAA Wealth Investment Management
New York
| USD 106 M | -USD 4.94 M | 18 | 0.71% | Reducidas |
|
| 810 |
RIA
RPG Investment Advisory
Pleasanton,
California
| USD 106 M | +USD 1.78 M | 8 | 10.87% | Aumentadas |
|
| 811 |
Ranger Investment Management
Dallas,
Texas
| USD 106 M | +USD 8.26 M | 5 | 6.68% | Aumentadas |
|
| 812 |
PCM
Palestra Capital Management
New York
| USD 105 M | +USD 90.7 M | 1 | 3.57% | Nuevas |
|
| 813 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 105 M | -USD 72.4 M | 5 | 3.58% | Reducidas |
|
| 814 |
Reinhart Partners
Mequon,
Wisconsin
| USD 105 M | -USD 2.57 M | 1 | 2.39% | Reducidas |
|
| 815 |
Moran Wealth Management
Naples,
Florida
| USD 104 M | -USD 4.37 M | 17 | 2.85% | Reducidas |
|
| 816 |
NLB Skladi upravljanje premozenja
Ljubljana,
| USD 104 M | +USD 4.31 M | 13 | 3.95% | Aumentadas |
|
| 817 |
Choreo LLC
Rockford,
Illinois
| USD 103 M | +USD 248 k | 38 | 1.14% | Aumentadas |
|
| 818 |
Palisade Capital Management
Fort Lee,
New Jersey
| USD 103 M | -USD 30.2 M | 10 | 4.49% | Reducidas |
|
| 819 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 103 M | -USD 20 M | 13 | 3.39% | Reducidas |
|
| 820 |
Epoch Investment Partners
New York
| USD 103 M | -USD 61.9 M | 5 | 0.58% | Reducidas |
|
| 821 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 103 M | -USD 1.98 M | 8 | 0.77% | Reducidas |
|
| 822 |
Cary Street Partners
Richmond,
Virginia
| USD 102 M | +USD 14.5 M | 24 | 2.23% | Aumentadas |
|
| 823 |
Horizon Kinetics Asset Management
New York
| USD 102 M | -USD 3.4 M | 13 | 1.16% | Reducidas |
|
| 824 |
SEB Asset Management
Stockholm,
| USD 102 M | +USD 57.4 M | 21 | 0.38% | Aumentadas |
|
| 825 |
Rothschild Investment LLC
Chicago,
Illinois
| USD 101 M | +USD 24.9 M | 77 | 3.78% | Aumentadas |
|