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 | |
|---|---|---|---|---|---|---|---|
| 851 |
Sandhill Capital Partners
Buffalo,
New York
| USD 94.2 M | -USD 9.8 M | 4 | 7.66% | Reducidas |
|
| 852 |
NTCM
Nut Tree Capital Management
New York
| USD 94.1 M | +USD 69.4 M | 1 | 22.46% | Nuevas |
|
| 853 |
Leeward Investments
Boston,
Massachusetts
| USD 94.1 M | -USD 2.27 M | 6 | 4.28% | Reducidas |
|
| 854 |
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 93.7 M | -USD 3.11 M | 8 | 11.13% | Reducidas |
|
| 855 |
Principal Securities
Des Moines,
Iowa
| USD 93.7 M | +USD 12.3 M | 28 | 1.13% | Aumentadas |
|
| 856 |
Group One Trading
Chicago,
Illinois
| USD 93.2 M | +USD 31.5 M | 50 | 0.13% | Aumentadas |
|
| 857 |
J. Goldman & Co
New York
| USD 93.2 M | +USD 39.1 M | 10 | 2.41% | Aumentadas |
|
| 858 |
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 93.2 M | -USD 1.89 M | 10 | 4.72% | Reducidas |
|
| 859 |
First Long Island Investors
Jericho,
New York
| USD 93.1 M | +USD 35.1 M | 4 | 6.6% | Aumentadas |
|
| 860 |
Equity Investment Corp
Atlanta,
Georgia
| USD 92.8 M | -USD 2.11 M | 2 | 1.77% | Reducidas |
|
| 861 |
FORA Capital
Miami,
Florida
| USD 92.7 M | +USD 48.9 M | 22 | 6.36% | Aumentadas |
|
| 862 |
Chilton Investment Company
Stamford,
Connecticut
| USD 92.7 M | +USD 10.8 M | 13 | 2.22% | Aumentadas |
|
| 863 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 92.4 M | +USD 630 k | 2 | 0.32% | Aumentadas |
|
| 864 |
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| USD 92.4 M | +USD 3.37 M | 11 | 3.4% | Aumentadas |
|
| 865 |
CM
Cosmic Management
West Hollywood,
California
| USD 92.4 M | +USD 91.8 M | 1 | 24.18% | Nuevas |
|
| 866 |
Caprock Group
Boise,
Idaho
| USD 92.3 M | -USD 688 k | 29 | 1.77% | Reducidas |
|
| 867 |
Ingalls & Snyder LLC
New York
| USD 91.1 M | -USD 446 k | 15 | 2.49% | Reducidas |
|
| 868 |
Capital Group Private Client Services
Los Angeles,
California
| USD 91 M | -USD 20.1 M | 7 | 1.28% | Reducidas |
|
| 869 |
AG2R La Mondiale Gestion d'Actifs
Paris,
France
| USD 90.9 M | +USD 17.7 M | 14 | 3.3% | Aumentadas |
|
| 870 |
ET
Entropy Technologies
New York
| USD 90.6 M | -USD 28.8 M | 23 | 3.61% | Reducidas |
|
| 871 |
Engine Capital Management
New York
| USD 90.6 M | +USD 37.8 M | 2 | 8.82% | Aumentadas |
|
| 872 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 89.9 M | -USD 13.3 M | 17 | 0.71% | Reducidas |
|
| 873 |
ALPS Advisors
Denver,
Colorado
| USD 89.6 M | +USD 26.5 M | 30 | 0.42% | Aumentadas |
|
| 874 |
CSM Advisors
Warrendale,
Pennsylvania
| USD 89.6 M | +USD 1.29 M | 10 | 1.91% | Aumentadas |
|
| 875 |
Dendur Capital
New York
| USD 89.6 M | -USD 28.4 M | 1 | 4.7% | Reducidas |
|