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 | |
|---|---|---|---|---|---|---|---|
| 976 |
Steigerwald Gordon & Koch
Leesburg,
Virginia
| USD 73.9 M | -USD 1.06 M | 28 | 7.33% | Reducidas |
|
| 977 |
NFJ Investment Group
Dallas,
Texas
| USD 73.7 M | +USD 52.5 M | 4 | 2.49% | Aumentadas |
|
| 978 |
Cooperman Leon G
| USD 73.4 M | USD 0 | 1 | 2.07% | Mantenido |
|
| 979 |
DNCA Finance
Paris,
France
| USD 73.3 M | +USD 72.9 M | 1 | 3.55% | Nuevas |
|
| 980 |
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 73.2 M | -USD 104 k | 4 | 3.83% | Reducidas |
|
| 981 |
Eastern Bank
Boston,
Massachusetts
| USD 73 M | -USD 16.1 M | 22 | 1.12% | Reducidas |
|
| 982 |
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 72.7 M | -USD 12.9 M | 1 | 5.06% | Reducidas |
|
| 983 |
Vantage Investment Partners
Kansas City,
Missouri
| USD 72.6 M | -USD 34.3 M | 6 | 4.45% | Reducidas |
|
| 984 |
World Investment Advisors
Santa Barbara,
California
| USD 72.4 M | -USD 4.16 M | 29 | 1.2% | Reducidas |
|
| 985 |
Canada Post Corporation Pension Plan
Toronto,
Canada
| USD 72.2 M | -USD 408 k | 16 | 2.52% | Reducidas |
|
| 986 |
Clean Energy Transition
London,
United Kingdom
| USD 72.2 M | -USD 8.71 M | 1 | 5.03% | Reducidas |
|
| 987 |
Cable Car Capital
San Francisco,
California
| USD 71.9 M | +USD 65.5 M | 2 | 1.54% | Aumentadas |
|
| 988 |
Railway Pension Investments
London,
United Kingdom
| USD 71.8 M | USD 0 | 1 | 0.9% | Mantenido |
|
| 989 |
Quadrant Capital Group
Cincinnati,
Ohio
| USD 71.7 M | -USD 2.87 M | 41 | 1.97% | Reducidas |
|
| 990 |
TIAA-CREF Individual & Institutional Services
New York
| USD 71.6 M | -USD 1.15 M | 18 | 0.25% | Reducidas |
|
| 991 |
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| USD 71.4 M | +USD 5.86 M | 32 | 2% | Aumentadas |
|
| 992 |
Brighton Jones LLC
Seattle,
Washington
| USD 71.3 M | +USD 1.5 M | 36 | 1.33% | Aumentadas |
|
| 993 |
Oversea-Chinese Banking Corp (OCBC)
Singapore
| USD 71.3 M | +USD 22.1 M | 9 | 1.53% | Aumentadas |
|
| 994 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 71.1 M | +USD 4.41 M | 10 | 4.11% | Aumentadas |
|
| 995 |
Mission Wealth Management
Santa Barbara,
California
| USD 70.8 M | +USD 40.5 M | 24 | 0.87% | Aumentadas |
|
| 996 |
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 70.6 M | +USD 8.94 M | 1 | 8.86% | Aumentadas |
|
| 997 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 70.6 M | +USD 391 k | 10 | 1.65% | Aumentadas |
|
| 998 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 70.5 M | +USD 17.2 M | 12 | 2.24% | Aumentadas |
|
| 999 |
GA
GRS Advisors
Chicago,
Illinois
| USD 70.3 M | +USD 9.13 M | 1 | 5.93% | Aumentadas |
|
| 1000 |
Catalyst Funds Management
Sydney NSW,
Australia
| USD 69.9 M | +USD 34.1 M | 21 | 3.92% | Aumentadas |
|