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 | |
|---|---|---|---|---|---|---|---|
| 826 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 101 M | +USD 100 M | 1 | 0.25% | Nuevas |
|
| 827 |
Mark Asset Management
New York
| USD 101 M | +USD 2.72 M | 4 | 6.78% | Aumentadas |
|
| 828 |
New Age Alpha Advisors
Rye,
New York
| USD 101 M | +USD 682 k | 32 | 4.26% | Aumentadas |
|
| 829 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 100 M | +USD 64.4 M | 13 | 1.43% | Aumentadas |
|
| 830 |
Hamilton Capital Partners (Canada)
Toronto,
| USD 100 M | +USD 14.5 M | 3 | 2.9% | Aumentadas |
|
| 831 |
Blue Grotto Capital
Atlanta,
Georgia
| USD 100 M | +USD 28.2 M | 2 | 8.32% | Aumentadas |
|
| 832 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 100 M | +USD 22.2 M | 1 | 1.47% | Aumentadas |
|
| 833 |
CapWealth Advisors
Franklin,
Tennessee
| USD 100 M | +USD 575 k | 5 | 6.83% | Aumentadas |
|
| 834 |
Next Century Growth Investors
Plymouth,
Minnesota
| USD 99.4 M | -USD 17.1 M | 10 | 5.27% | Reducidas |
|
| 835 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 99.3 M | -USD 220 k | 13 | 2.36% | Reducidas |
|
| 836 |
MGO One Seven
Beachwood,
Ohio
| USD 99 M | +USD 8.86 M | 34 | 1.64% | Aumentadas |
|
| 837 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 98.9 M | +USD 3.14 M | 11 | 3.36% | Aumentadas |
|
| 838 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 98.8 M | -USD 16.7 M | 7 | 0.76% | Reducidas |
|
| 839 |
Baker Avenue Asset Management
San Francisco,
California
| USD 98.7 M | +USD 3.38 M | 20 | 1.87% | Aumentadas |
|
| 840 |
Castleark Management
Chicago,
Illinois
| USD 98.6 M | +USD 16.4 M | 14 | 2.66% | Aumentadas |
|
| 841 |
Quilter Plc
London,
United Kingdom
| USD 98.5 M | +USD 13.9 M | 6 | 1.48% | Aumentadas |
|
| 842 |
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 98.1 M | +USD 1.61 M | 14 | 4.26% | Aumentadas |
|
| 843 |
Rivermont Capital Management
New York
| USD 97.1 M | +USD 34.1 M | 2 | 13.77% | Aumentadas |
|
| 844 |
Ironvine Capital Partners
Omaha,
Nebraska
| USD 97 M | +USD 15 M | 5 | 9.04% | Aumentadas |
|
| 845 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 97 M | -USD 66.1 M | 21 | 0.6% | Reducidas |
|
| 846 |
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 96.1 M | -USD 7.04 M | 15 | 2.73% | Reducidas |
|
| 847 |
Gladstone Capital Management
London,
United Kingdom
| USD 95.1 M | -USD 37.5 M | 2 | 9.41% | Reducidas |
|
| 848 |
Thornburg Investment Management
Santa Fe,
New Mexico
| USD 95 M | -USD 51.9 M | 5 | 0.91% | Reducidas |
|
| 849 |
Ostrum Asset Management
Paris,
France
| USD 94.9 M | -USD 1.62 M | 17 | 4.57% | Reducidas |
|
| 850 |
ABN AMRO Bank
Amsterdam,
Netherlands
| USD 94.3 M | +USD 82.6 M | 10 | 1.22% | Aumentadas |
|