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 | |
|---|---|---|---|---|---|---|---|
| 876 |
EAM Investors
Solana Beach,
California
| USD 89.6 M | -USD 48.1 M | 20 | 7.98% | Reducidas |
|
| 877 |
Bridges Investment Management
Omaha,
Nebraska
| USD 89.4 M | +USD 26.3 M | 14 | 1.09% | Aumentadas |
|
| 878 |
Champlain Investment Partners
Burlington,
Vermont
| USD 89.4 M | -USD 60.8 M | 4 | 2.3% | Reducidas |
|
| 879 |
JB Capital
Wethersfield,
Connecticut
| USD 89 M | +USD 12.3 M | 12 | 3.08% | Aumentadas |
|
| 880 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 88.9 M | +USD 1.25 M | 3 | 8.22% | Aumentadas |
|
| 881 |
Central Trust Company
Jefferson City,
Missouri
| USD 88.7 M | +USD 259 k | 39 | 1.6% | Aumentadas |
|
| 882 |
Certuity
North Palm Beach,
Florida
| USD 88.7 M | +USD 1.2 M | 18 | 4.37% | Aumentadas |
|
| 883 |
Snowden Capital Advisors
New York
| USD 88.7 M | +USD 4.6 M | 30 | 2.09% | Aumentadas |
|
| 884 |
Sound Shore Management
Greenwich,
Connecticut
| USD 88.1 M | +USD 11.6 M | 1 | 2.71% | Aumentadas |
|
| 885 |
Element Capital Management
New York
| USD 88 M | +USD 63.7 M | 2 | 2.75% | Aumentadas |
|
| 886 |
East Coast Asset Management
Essex,
Massachusetts
| USD 88 M | +USD 690 k | 7 | 14.1% | Aumentadas |
|
| 887 |
Smith Group Asset Management
Dallas,
Texas
| USD 87.7 M | +USD 5.42 M | 4 | 3.57% | Aumentadas |
|
| 888 |
NS Partners
London,
United Kingdom
| USD 87.5 M | -USD 4.75 M | 5 | 3.75% | Reducidas |
|
| 889 |
CTC (Chicago Trading Company)
Chicago,
Illinois
| USD 87.2 M | +USD 84.6 M | 1 | 0.03% | Aumentadas |
|
| 890 |
Logan Stone Capital
Chicago,
Illinois
| USD 87.2 M | +USD 54 M | 2 | 18.43% | Aumentadas |
|
| 891 |
Troluce Capital Advisors
Dorado,
Puerto Rico
| USD 87.1 M | +USD 39.7 M | 3 | 8.97% | Aumentadas |
|
| 892 |
Diversify Advisory Services
Sandy,
Utah
| USD 87 M | +USD 83.4 M | 32 | 1.45% | Aumentadas |
|
| 893 |
Diversify Wealth Management
Sandy,
Utah
| USD 87 M | +USD 8.73 M | 32 | 1.45% | Aumentadas |
|
| 894 |
CenterBook Partners
Greenwich,
Connecticut
| USD 87 M | +USD 55.2 M | 24 | 4.27% | Aumentadas |
|
| 895 |
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 86.9 M | +USD 19.3 M | 30 | 4.62% | Aumentadas |
|
| 896 |
Congruence Capital
Los Angeles,
California
| USD 86.8 M | +USD 24.9 M | 5 | 22.69% | Aumentadas |
|
| 897 |
Global Retirement Partners
San Rafael,
California
| USD 86.8 M | +USD 86.2 M | 82 | 1.33% | Nuevas |
|
| 898 |
Venture Visionary Partners
Sylvania,
Ohio
| USD 86.5 M | +USD 6.31 M | 17 | 2.4% | Aumentadas |
|
| 899 |
Ritholtz Wealth Management
New York
| USD 86.3 M | +USD 3.14 M | 41 | 1.29% | Aumentadas |
|
| 900 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 86.2 M | -USD 6.23 M | 18 | 2.24% | Reducidas |
|