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 | |
|---|---|---|---|---|---|---|---|
| 926 |
AIA Group
Hong Kong
| USD 80.9 M | -USD 34 M | 11 | 1.02% | Reducidas |
|
| 927 |
IFP Advisors
Tampa,
Florida
| USD 80.9 M | +USD 12.7 M | 89 | 1.46% | Aumentadas |
|
| 928 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 80.7 M | -USD 1.38 M | 4 | 2.83% | Reducidas |
|
| 929 |
Busey Bank
Urbana,
Illinois
| USD 80.7 M | -USD 3.08 M | 16 | 1.96% | Reducidas |
|
| 930 |
Fullerton Fund Management
Singapore
| USD 80.2 M | -USD 33.6 M | 5 | 5.15% | Reducidas |
|
| 931 |
DFO
Duquesne Family Office
New York
| USD 80 M | -USD 6.58 M | 2 | 1.54% | Reducidas |
|
| 932 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 79.8 M | +USD 3.44 M | 26 | 1.84% | Aumentadas |
|
| 933 |
Strategic Planning Group
Bountiful,
Utah
| USD 79.8 M | +USD 20.9 M | 7 | 8.69% | Aumentadas |
|
| 934 |
Ascent Group
Virginia Beach,
Virginia
| USD 79.7 M | +USD 13.3 M | 19 | 2.38% | Aumentadas |
|
| 935 |
Once Capital Management
New York
| USD 79.2 M | +USD 13.5 M | 3 | 6.5% | Aumentadas |
|
| 936 |
Achmea Investment Management
Zeist,
Netherlands
| USD 79 M | -USD 4.52 M | 2 | 1.98% | Reducidas |
|
| 937 |
Randolph Company
Cincinnati,
Ohio
| USD 78.9 M | -USD 195 k | 3 | 6.65% | Reducidas |
|
| 938 |
Fideuram Asset Management (Ireland)
Dublin 1,
| USD 78.7 M | +USD 43.2 M | 18 | 1.49% | Aumentadas |
|
| 939 |
Beese Fulmer Investment Management
Canton,
Ohio
| USD 78.5 M | -USD 3.23 M | 13 | 4.53% | Reducidas |
|
| 940 |
SNS Financial Group
Minneapolis,
Minnesota
| USD 78.4 M | +USD 75.9 M | 18 | 1.51% | Aumentadas |
|
| 941 |
Moors & Cabot
Boston,
Massachusetts
| USD 78.4 M | +USD 2.6 M | 30 | 3.05% | Aumentadas |
|
| 942 |
Parallel Advisors
San Francisco,
California
| USD 78.3 M | +USD 2 M | 77 | 1.19% | Aumentadas |
|
| 943 |
Avala Global
New York
| USD 78.2 M | -USD 12.3 M | 2 | 2.88% | Reducidas |
|
| 944 |
Quantbot Technologies
New York
| USD 78.2 M | -USD 18.5 M | 51 | 3.08% | Reducidas |
|
| 945 |
Mass General Brigham
Somerville,
Massachusetts
| USD 78 M | USD 0 | 1 | 21.6% | Mantenido |
|
| 946 |
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 77.7 M | -USD 19.6 M | 4 | 6.72% | Reducidas |
|
| 947 |
Front Street Capital Management
Missoula,
Montana
| USD 77.4 M | -USD 2.03 M | 4 | 8.78% | Reducidas |
|
| 948 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 77.1 M | -USD 18.4 M | 4 | 3.15% | Reducidas |
|
| 949 |
TCIM
TOMS Capital Investment Management
New York
| USD 76.9 M | +USD 66.3 M | 1 | 1.64% | Nuevas |
|
| 950 |
Larson Financial Group
St Louis,
Missouri
| USD 76.8 M | +USD 13.1 M | 78 | 2.02% | Aumentadas |
|