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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 57.6 M | +USD 627 k | 7 | 2.39% | Aumentadas |
|
| 1102 |
Neville Rodie & Shaw
New York
| USD 57.5 M | -USD 798 k | 7 | 3.72% | Reducidas |
|
| 1103 |
Centiva Capital
New York
| USD 57.5 M | +USD 35.5 M | 30 | 0.5% | Aumentadas |
|
| 1104 |
United Capital Management of KS
Salina,
Kansas
| USD 57.4 M | -USD 38 k | 8 | 7.52% | Reducidas |
|
| 1105 |
Landscape Capital Management
Englewood,
New Jersey
| USD 57.4 M | -USD 20.6 M | 14 | 3.72% | Reducidas |
|
| 1106 |
DCM
Dilation Capital Management
New York
| USD 57.3 M | +USD 21.8 M | 4 | 23.13% | Aumentadas |
|
| 1107 |
Venturi Wealth Management
Austin,
Texas
| USD 57.2 M | +USD 2.43 M | 21 | 2.21% | Aumentadas |
|
| 1108 |
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 57.1 M | +USD 12.1 M | 5 | 5.42% | Aumentadas |
|
| 1109 |
M&G plc
London,
United Kingdom
| USD 57 M | +USD 33.3 M | 6 | 0.28% | Aumentadas |
|
| 1110 |
Leonteq Securities AG
Zurich,
Switzerland
| USD 57 M | +USD 4.04 M | 55 | 1.96% | Aumentadas |
|
| 1111 |
North Dakota State Investment Board
Bismarck,
North Dakota
| USD 57 M | -USD 1.19 M | 30 | 2.31% | Reducidas |
|
| 1112 |
ACG
Aventail Capital Group
New York
| USD 57 M | -USD 10.5 M | 5 | 3.27% | Reducidas |
|
| 1113 |
CK
Cohen Klingenstein
New York
| USD 56.7 M | -USD 68.3 k | 7 | 1.62% | Reducidas |
|
| 1114 |
Distillate Capital Partners
Chicago,
Illinois
| USD 56.7 M | +USD 23.7 M | 4 | 2.95% | Aumentadas |
|
| 1115 |
Value Base
Tel Aviv,
Israel
| USD 56.7 M | +USD 2.03 M | 1 | 34.9% | Aumentadas |
|
| 1116 |
Evergreen Capital Management
Bellevue,
Washington
| USD 56.7 M | -USD 6.14 M | 41 | 0.99% | Reducidas |
|
| 1117 |
Keystone Investors
Singapore
| USD 56.6 M | +USD 49.3 M | 3 | 3.03% | Nuevas |
|
| 1118 |
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 56.6 M | -USD 550 k | 9 | 5.75% | Reducidas |
|
| 1119 |
Diversified Trust
Memphis,
Tennessee
| USD 56.6 M | -USD 11 M | 26 | 0.91% | Reducidas |
|
| 1120 |
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 56.4 M | +USD 19.8 M | 5 | 1.57% | Aumentadas |
|
| 1121 |
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 56.3 M | -USD 3.09 M | 14 | 8.71% | Reducidas |
|
| 1122 |
Empirical Finance
Havertown,
Pennsylvania
| USD 56.2 M | +USD 669 k | 18 | 2.34% | Aumentadas |
|
| 1123 |
PFG Investments
Woodbury,
New York
| USD 56.2 M | +USD 9.8 M | 28 | 2.18% | Aumentadas |
|
| 1124 |
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 56.1 M | -USD 449 k | 4 | 5.73% | Reducidas |
|
| 1125 |
Sargent Investment Group
Bethesda,
Maryland
| USD 56 M | -USD 4.21 M | 10 | 6.74% | Reducidas |
|