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 | |
|---|---|---|---|---|---|---|---|
| 1176 |
Raiffeisen Bank International
Vienna,
Austria
| USD 50.5 M | +USD 9.9 M | 7 | 0.59% | Aumentadas |
|
| 1177 |
Wealthspire Advisors (New York)
New York
| USD 50.5 M | +USD 11.1 M | 22 | 0.28% | Aumentadas |
|
| 1178 |
Country Trust Bank
Bloomington,
Illinois
| USD 50.5 M | -USD 32.7 M | 15 | 0.88% | Reducidas |
|
| 1179 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 50.3 M | -USD 373 k | 46 | 1.22% | Reducidas |
|
| 1180 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 50.2 M | -USD 2.19 M | 9 | 2.31% | Reducidas |
|
| 1181 |
Legato Capital Management
San Francisco,
California
| USD 50.2 M | -USD 17.1 M | 29 | 4.16% | Reducidas |
|
| 1182 |
Construction & Building Unions Superannuation Fund
Melbourne,
Australia
| USD 50.2 M | +USD 24.3 M | 7 | 0.9% | Aumentadas |
|
| 1183 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 50.2 M | -USD 1.68 M | 6 | 3.72% | Reducidas |
|
| 1184 |
AL
Advaya LLP
London,
United Kingdom
| USD 50.2 M | -USD 9.18 M | 2 | 33.04% | Reducidas |
|
| 1185 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 50.1 M | -USD 1.35 M | 9 | 4.52% | Reducidas |
|
| 1186 |
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 50.1 M | +USD 2.44 M | 17 | 3% | Aumentadas |
|
| 1187 |
Westend Capital Management
Sausalito,
California
| USD 49.7 M | +USD 15.8 M | 12 | 11.38% | Aumentadas |
|
| 1188 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 49.6 M | +USD 33.7 M | 9 | 0.82% | Aumentadas |
|
| 1189 |
American National Bank & Trust
Wichita Falls,
Texas
| USD 49.6 M | -USD 937 k | 15 | 4.24% | Reducidas |
|
| 1190 |
Spyglass Capital Management
San Francisco,
California
| USD 49.3 M | +USD 1.75 M | 1 | 2.67% | Aumentadas |
|
| 1191 |
Hodges Capital Management
Dallas,
Texas
| USD 49.2 M | +USD 15.1 M | 7 | 3.26% | Aumentadas |
|
| 1192 |
Avity Investment Management
Greenwich,
Connecticut
| USD 49.2 M | -USD 3.56 M | 6 | 3.14% | Reducidas |
|
| 1193 |
Simplicity Wealth
Summit,
New Jersey
| USD 49.2 M | +USD 30 M | 19 | 1.66% | Aumentadas |
|
| 1194 |
SoFi Wealth
San Francisco,
California
| USD 49.2 M | +USD 5.29 M | 1 | 1.98% | Aumentadas |
|
| 1195 |
Sowell Financial Services
North Little Rock,
Arkansas
| USD 49.2 M | -USD 1.62 M | 26 | 1.61% | Reducidas |
|
| 1196 |
Winton Group
London,
United Kingdom
| USD 49.1 M | -USD 15.6 M | 23 | 1.59% | Reducidas |
|
| 1197 |
Deltroit Asset Management (UK)
London,
| USD 49.1 M | +USD 9.7 M | 1 | 7.07% | Aumentadas |
|
| 1198 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 49.1 M | +USD 15.3 M | 14 | 0.31% | Aumentadas |
|
| 1199 |
Huber Capital Management
El Segundo,
California
| USD 49 M | +USD 9.7 M | 3 | 7.22% | Aumentadas |
|
| 1200 |
Alley Investment Management Company
Lake Forest,
Illinois
| USD 48.9 M | -USD 1.74 M | 4 | 5.72% | Reducidas |
|