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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
Pittenger & Anderson Inc
Lincoin,
Nebraska
| USD 65.6 M | +USD 732 k | 24 | 2.35% | Aumentadas |
|
| 1027 |
Glynn Capital Management
Menlo Park,
California
| USD 65.5 M | +USD 60.6 M | 3 | 18.03% | Aumentadas |
|
| 1028 |
Vision One Management Partners
Miami,
Florida
| USD 65.4 M | USD 0 | 1 | 23.54% | Mantenido |
|
| 1029 |
Osterweis Capital Management
San Francisco,
California
| USD 65.3 M | -USD 13.7 M | 13 | 3.08% | Reducidas |
|
| 1030 |
CF
Clarity Financial
Houston,
Texas
| USD 65.1 M | +USD 38.2 M | 2 | 5.53% | Aumentadas |
|
| 1031 |
Wedmont Private Capital
West Chester,
Pennsylvania
| USD 65 M | +USD 875 k | 27 | 1.78% | Aumentadas |
|
| 1032 |
Heritage Wealth Advisors
Richmond,
Virginia
| USD 64.5 M | -USD 934 k | 19 | 2.22% | Reducidas |
|
| 1033 |
Concentric Capital Strategies
Stamford,
Connecticut
| USD 64.4 M | +USD 16.2 M | 23 | 3.57% | Aumentadas |
|
| 1034 |
EC
E20 Capital
Hong Kong,
| USD 64.3 M | +USD 33.8 M | 2 | 5.19% | Aumentadas |
|
| 1035 |
KCM
Kingdon Capital Management
New York
| USD 64.2 M | -USD 5.44 M | 6 | 6.57% | Reducidas |
|
| 1036 |
Tiger Global Management
New York
| USD 64.1 M | +USD 63.7 M | 1 | 0.27% | Nuevas |
|
| 1037 |
Metis Global Partners
San Diego,
California
| USD 63.9 M | -USD 5.94 M | 21 | 1.45% | Reducidas |
|
| 1038 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 63.9 M | -USD 59.5 k | 25 | 2.38% | Reducidas |
|
| 1039 |
Stack Financial Management
Whitefish,
Montana
| USD 63.8 M | +USD 1.05 M | 2 | 4.98% | Aumentadas |
|
| 1040 |
GA
GFS Advisors
Houston,
Texas
| USD 63.8 M | +USD 3.63 M | 6 | 6.73% | Aumentadas |
|
| 1041 |
Kanawha Capital Management
Richmond,
Virginia
| USD 63.3 M | +USD 2 M | 8 | 4.12% | Aumentadas |
|
| 1042 |
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 63.3 M | -USD 1.23 M | 12 | 6.44% | Reducidas |
|
| 1043 |
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| USD 63.1 M | +USD 1.42 M | 1 | 12.19% | Aumentadas |
|
| 1044 |
Symmetry Investments
St Helier,
Jersey
| USD 63 M | +USD 15.3 M | 4 | 4.26% | Aumentadas |
|
| 1045 |
Levin Capital Strategies
New York
| USD 62.9 M | +USD 24.6 M | 9 | 4.22% | Aumentadas |
|
| 1046 |
Securian Asset Management
St Paul,
Minnesota
| USD 62.8 M | -USD 1.08 M | 36 | 2.26% | Reducidas |
|
| 1047 |
Axxcess Wealth Management
Carlsbad,
California
| USD 62.6 M | +USD 13.7 M | 24 | 1% | Aumentadas |
|
| 1048 |
Navellier & Associates
Reno,
Nevada
| USD 62.6 M | +USD 3.01 M | 16 | 4.96% | Aumentadas |
|
| 1049 |
PO
PBCay One
Dubai,
United Arab Emirates
| USD 62.4 M | +USD 62 M | 1 | 3.58% | Nuevas |
|
| 1050 |
SH
Spear Holdings
Dubai,
United Arab Emirates
| USD 62.4 M | +USD 62 M | 1 | 3.72% | Nuevas |
|