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 | |
|---|---|---|---|---|---|---|---|
| 1151 |
Baxter Bros Inc
Riverside,
Connecticut
| USD 53.4 M | -USD 571 k | 8 | 6.18% | Reducidas |
|
| 1152 |
Ameritas Advisory Services
Lincoln,
Nebraska
| USD 53.4 M | +USD 35 M | 32 | 1.08% | Aumentadas |
|
| 1153 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 53.2 M | +USD 3.94 M | 14 | 2.45% | Aumentadas |
|
| 1154 |
HUB Investment Partners
Austin,
Texas
| USD 53.2 M | +USD 8.97 M | 27 | 0.96% | Aumentadas |
|
| 1155 |
Gradient Investments
Arden Hills,
Minnesota
| USD 53.1 M | +USD 4.42 M | 16 | 0.73% | Aumentadas |
|
| 1156 |
Atika Capital Management
New York
| USD 53 M | -USD 22.3 M | 5 | 3.48% | Reducidas |
|
| 1157 |
RWC Asset Advisors
Miami,
Florida
| USD 52.9 M | -USD 5.08 M | 1 | 11.76% | Reducidas |
|
| 1158 |
Howe & Rusling
Rochester,
New York
| USD 52.9 M | +USD 270 k | 11 | 3.07% | Aumentadas |
|
| 1159 |
Harvest Fund Management
Beijing,
China
| USD 52.8 M | -USD 7.84 M | 24 | 1.75% | Reducidas |
|
| 1160 |
CreativeOne Wealth
Overland Park,
Kansas
| USD 52.8 M | -USD 3.74 M | 16 | 1.14% | Reducidas |
|
| 1161 |
Weitz Investment Management
Omaha,
Nebraska
| USD 52.7 M | +USD 3.54 M | 1 | 3.65% | Aumentadas |
|
| 1162 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 52.6 M | -USD 7.77 M | 16 | 1% | Reducidas |
|
| 1163 |
Defender Capital
Charlotte,
North Carolina
| USD 52.6 M | +USD 4.29 M | 2 | 17.07% | Aumentadas |
|
| 1164 |
Griffin Asset Management
New York
| USD 52.4 M | +USD 1.76 M | 17 | 5.52% | Aumentadas |
|
| 1165 |
ION Fund Management
Herzliya,
| USD 52.3 M | +USD 15.7 M | 2 | 3.32% | Aumentadas |
|
| 1166 |
SlateStone Wealth
Jupiter,
Florida
| USD 51.7 M | +USD 228 k | 10 | 3.96% | Aumentadas |
|
| 1167 |
Mairs & Power Inc
St Paul,
Minnesota
| USD 51.6 M | -USD 25.7 M | 9 | 0.47% | Reducidas |
|
| 1168 |
Lykos Global Management
Stamford,
Connecticut
| USD 51.5 M | +USD 51.2 M | 1 | 27.13% | Nuevas |
|
| 1169 |
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 51.3 M | +USD 4.07 M | 15 | 1.45% | Aumentadas |
|
| 1170 |
KLCM Advisors
Milwaukee,
Wisconsin
| USD 51.3 M | +USD 3.1 M | 9 | 4.04% | Aumentadas |
|
| 1171 |
RNC Capital Management
Los Angeles,
California
| USD 51.2 M | -USD 476 k | 8 | 2.11% | Reducidas |
|
| 1172 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 51 M | -USD 995 k | 5 | 0.93% | Reducidas |
|
| 1173 |
Parsons Capital Management
Providence,
Rhode Island
| USD 50.9 M | -USD 16.8 M | 16 | 2.3% | Reducidas |
|
| 1174 |
Van Cleef Asset Management
Beachwood,
Ohio
| USD 50.8 M | -USD 1.37 M | 6 | 5.18% | Reducidas |
|
| 1175 |
Silver Heights Capital Management
Toronto,
Ontario, Canada
| USD 50.8 M | -USD 562 k | 1 | 15.67% | Reducidas |
|