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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
SouthState Corp
Winter Haven,
Florida
| USD 69.9 M | +USD 3.47 M | 35 | 2.92% | Aumentadas |
|
| 1002 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 69.8 M | +USD 134 k | 7 | 1.01% | Aumentadas |
|
| 1003 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 69.6 M | +USD 22.7 M | 4 | 2.29% | Aumentadas |
|
| 1004 |
Inspire Investing
Meridian,
Idaho
| USD 69.5 M | +USD 8.79 M | 29 | 2.85% | Aumentadas |
|
| 1005 |
Rheos Capital Works
Tokyo,
Japan
| USD 69.4 M | -USD 23.7 M | 6 | 3.95% | Reducidas |
|
| 1006 |
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 69.2 M | -USD 13 M | 17 | 6.03% | Reducidas |
|
| 1007 |
Delta Asset Management
Memphis,
Tennessee
| USD 68.8 M | -USD 522 k | 12 | 5.95% | Reducidas |
|
| 1008 |
Essex Investment Management
Boston,
Massachusetts
| USD 68.7 M | -USD 2.85 M | 16 | 9% | Reducidas |
|
| 1009 |
Narwhal Capital Management
Marietta,
Georgia
| USD 68 M | -USD 6.41 M | 7 | 4.7% | Reducidas |
|
| 1010 |
Coldstream Capital Management
Bellevue,
Washington
| USD 67.9 M | -USD 1.01 M | 32 | 0.85% | Reducidas |
|
| 1011 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 67.8 M | +USD 14.4 M | 6 | 1.32% | Aumentadas |
|
| 1012 |
McGuire Investment Group
Wakefield,
Rhode Island
| USD 67.8 M | +USD 89.5 k | 10 | 5.94% | Aumentadas |
|
| 1013 |
General American Investors
New York
| USD 67.7 M | +USD 8.98 M | 3 | 4.01% | Aumentadas |
|
| 1014 |
59 North Capital Management
Houston,
Texas
| USD 67.6 M | +USD 63.2 M | 1 | 1.51% | Nuevas |
|
| 1015 |
Maple Capital Management
Montpelier,
Vermont
| USD 67.5 M | -USD 451 k | 3 | 4.01% | Reducidas |
|
| 1016 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 67.4 M | +USD 10.2 M | 12 | 1.9% | Aumentadas |
|
| 1017 |
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| USD 66.7 M | -USD 143 k | 21 | 0.79% | Reducidas |
|
| 1018 |
Capital Impact Advisors
Boston,
Massachusetts
| USD 66.5 M | +USD 44.3 M | 2 | 3.73% | Aumentadas |
|
| 1019 |
Running Oak Capital
Edina,
Minnesota
| USD 66.4 M | -USD 32.1 M | 8 | 11.33% | Reducidas |
|
| 1020 |
MIM
Meridiem Investment Management
London,
United Kingdom
| USD 66.4 M | +USD 58.4 M | 1 | 1.78% | Aumentadas |
|
| 1021 |
IHT Wealth Management
Chicago,
Illinois
| USD 66.4 M | +USD 7.28 M | 28 | 1.41% | Aumentadas |
|
| 1022 |
Penn Davis McFarland
Dallas,
Texas
| USD 66.3 M | -USD 1.27 k | 4 | 5.9% | Reducidas |
|
| 1023 |
GAMMA Investing
Foster City,
California
| USD 66.2 M | +USD 2.98 M | 79 | 2.46% | Aumentadas |
|
| 1024 |
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 66 M | -USD 54.6 k | 7 | 3.33% | Reducidas |
|
| 1025 |
Pittenger & Anderson Inc
Lincoin,
Nebraska
| USD 65.6 M | +USD 732 k | 24 | 2.35% | Aumentadas |
|