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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
Masters Capital Management
Atlanta,
Georgia
| USD 62 M | +USD 4.11 M | 2 | 1.59% | Aumentadas |
|
| 1052 |
Intermede Investment Partners
London,
United Kingdom
| USD 62 M | -USD 14.3 M | 1 | 2.61% | Reducidas |
|
| 1053 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 61.9 M | +USD 5.67 M | 3 | 3.13% | Aumentadas |
|
| 1054 |
Windward Capital Management
Los Angeles,
California
| USD 61.9 M | -USD 305 k | 3 | 4.69% | Reducidas |
|
| 1055 |
J. Safra Sarasin Holding
| USD 61.8 M | +USD 54.9 M | 25 | 0.89% | Aumentadas |
|
| 1056 |
Fidelis Capital Partners
Tampa,
Florida
| USD 61.8 M | +USD 26.7 M | 20 | 3.56% | Aumentadas |
|
| 1057 |
Themes Management Co
Greenwich,
Connecticut
| USD 61.6 M | -USD 411 k | 28 | 40.85% | Reducidas |
|
| 1058 |
YCG LLC
Austin,
Texas
| USD 61.6 M | +USD 19.7 M | 1 | 5.42% | Aumentadas |
|
| 1059 |
Braun Stacey Associates
New York
| USD 61.6 M | -USD 8.76 M | 2 | 1.75% | Reducidas |
|
| 1060 |
Verity & Verity
Beaufort,
South Carolina
| USD 61.6 M | -USD 75.5 k | 4 | 4.24% | Reducidas |
|
| 1061 |
Thames Capital Management
Roseland,
New Jersey
| USD 61.5 M | +USD 11.8 M | 2 | 5.06% | Aumentadas |
|
| 1062 |
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 61.4 M | +USD 2.18 M | 29 | 1.55% | Aumentadas |
|
| 1063 |
Pier Capital
Stamford,
Connecticut
| USD 61.4 M | +USD 9.49 M | 10 | 8.14% | Aumentadas |
|
| 1064 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 61.1 M | +USD 3.78 M | 10 | 3.01% | Aumentadas |
|
| 1065 |
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 61.1 M | +USD 119 k | 28 | 1.27% | Aumentadas |
|
| 1066 |
Chicago Partners Investment Group
Chicago,
Illinois
| USD 61 M | +USD 16.2 M | 36 | 1.22% | Aumentadas |
|
| 1067 |
Wilmington Savings Fund Society
Wilmington,
Delaware
| USD 61 M | -USD 18.5 M | 37 | 1.36% | Reducidas |
|
| 1068 |
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 61 M | +USD 5.45 M | 6 | 3.41% | Aumentadas |
|
| 1069 |
BFM
Blacksheep Fund Management
Co. Dublin,
Ireland
| USD 60.9 M | USD 0 | 1 | 19.69% | Mantenido |
|
| 1070 |
Profund Advisors
Bethesda,
Maryland
| USD 60.9 M | +USD 7.11 M | 32 | 1.68% | Aumentadas |
|
| 1071 |
Greenhouse Funds
Baltimore,
Maryland
| USD 60.8 M | -USD 16.8 M | 1 | 3.11% | Reducidas |
|
| 1072 |
RFG Advisory
Birmingham,
Alabama
| USD 60.3 M | +USD 18.7 M | 21 | 0.94% | Aumentadas |
|
| 1073 |
Shapiro Capital Management
Atlanta,
Georgia
| USD 60.2 M | +USD 31.8 M | 4 | 3.65% | Aumentadas |
|
| 1074 |
HBK Investments
Dallas,
Texas
| USD 60.1 M | +USD 34.4 M | 7 | 0.58% | Aumentadas |
|
| 1075 |
Spirepoint Private Client
Vero Beach,
Florida
| USD 60.1 M | +USD 6.01 M | 16 | 4.87% | Aumentadas |
|