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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
Payden & Rygel
Los Angeles,
California
| USD 60 M | +USD 7.93 M | 7 | 4.61% | Aumentadas |
|
| 1077 |
Cadinha & Co
Honolulu,
Hawaii
| USD 60 M | +USD 2.44 M | 8 | 8.88% | Aumentadas |
|
| 1078 |
Cambiar Investors
Denver,
Colorado
| USD 59.9 M | +USD 2.22 M | 3 | 2.6% | Aumentadas |
|
| 1079 |
BFSG LLC
Irvine,
California
| USD 59.7 M | -USD 2.97 M | 19 | 5.29% | Reducidas |
|
| 1080 |
TCTC Holdings
Dallas,
Texas
| USD 59.6 M | +USD 7.25 M | 5 | 1.57% | Aumentadas |
|
| 1081 |
Mill Capital Management
Concord,
North Carolina
| USD 59.6 M | +USD 6.75 k | 5 | 3.98% | Aumentadas |
|
| 1082 |
First Horizon Corporation
Memphis,
Tennessee
| USD 59.5 M | -USD 711 k | 43 | 2.29% | Reducidas |
|
| 1083 |
Savvy Advisors Inc
New York
| USD 59.5 M | +USD 11.6 M | 26 | 1.26% | Aumentadas |
|
| 1084 |
Edgar Lomax Company
Kingstowne,
Virginia
| USD 59.3 M | -USD 3.63 M | 2 | 4.43% | Reducidas |
|
| 1085 |
SignatureFD
Atlanta,
Georgia
| USD 59.3 M | -USD 790 k | 76 | 0.79% | Reducidas |
|
| 1086 |
G2 Investment Partners Management
New York
| USD 59.2 M | -USD 5.33 M | 7 | 10.79% | Reducidas |
|
| 1087 |
BNP Paribas
Paris,
France
| USD 59.1 M | -USD 2.78 M | 11 | 1.61% | Reducidas |
|
| 1088 |
MA
Mutual Advisors
Omaha,
Nebraska
| USD 58.8 M | +USD 5.05 M | 26 | 1.11% | Aumentadas |
|
| 1089 |
Kimelman & Baird
New York
| USD 58.6 M | -USD 28.7 k | 9 | 4.32% | Reducidas |
|
| 1090 |
Edgestream Partners
Princeton,
New Jersey
| USD 58.5 M | -USD 16.3 M | 26 | 1.74% | Reducidas |
|
| 1091 |
Harbour Investments
Madison,
Wisconsin
| USD 58.5 M | +USD 2.63 M | 87 | 0.79% | Aumentadas |
|
| 1092 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
| USD 58.4 M | -USD 29.1 M | 1 | 1.49% | Reducidas |
|
| 1093 |
Heartland Advisors
Milwaukee,
Wisconsin
| USD 58.2 M | +USD 7.67 M | 7 | 2.59% | Aumentadas |
|
| 1094 |
Kingswood Wealth Advisors
San Diego,
California
| USD 58.2 M | +USD 5.21 M | 22 | 2.35% | Aumentadas |
|
| 1095 |
Belpointe Asset Management
Reno,
Nevada
| USD 58.1 M | +USD 2.33 M | 24 | 1.9% | Aumentadas |
|
| 1096 |
KM
KP Management
Edina,
Minnesota
| USD 58 M | -USD 171 k | 8 | 10.87% | Reducidas |
|
| 1097 |
Principle Wealth Partners
Madison,
Connecticut
| USD 57.8 M | +USD 2.91 M | 13 | 2.86% | Aumentadas |
|
| 1098 |
Everett Harris & Co
Los Angeles,
California
| USD 57.7 M | +USD 1.34 M | 11 | 0.71% | Aumentadas |
|
| 1099 |
VestGen Advisors
Inverness,
Illinois
| USD 57.7 M | -USD 396 k | 20 | 1.68% | Reducidas |
|
| 1100 |
Battery Management Corp
Boston,
Massachusetts
| USD 57.7 M | USD 0 | 1 | 15.66% | Mantenido |
|