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 | |
|---|---|---|---|---|---|---|---|
| 1201 |
AlphaCore Capital
La Jolla,
California
| USD 48.7 M | +USD 14.4 M | 30 | 0.9% | Aumentadas |
|
| 1202 |
SIP Global Opportunity Manager
Portsmouth,
New Hampshire
| USD 48.5 M | USD 0 | 1 | 100% | Mantenido |
|
| 1203 |
RiverFront Investment Group
Richmond,
Virginia
| USD 48.3 M | +USD 5.03 M | 15 | 0.64% | Aumentadas |
|
| 1204 |
Liontrust Investment Partners
London,
United Kingdom
| USD 48.3 M | +USD 30.3 M | 4 | 0.71% | Aumentadas |
|
| 1205 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 48.3 M | +USD 10.8 M | 9 | 0.55% | Aumentadas |
|
| 1206 |
Valeo Financial Advisors
Carmel,
Indiana
| USD 48.2 M | +USD 2.41 M | 17 | 1.02% | Aumentadas |
|
| 1207 |
Albion Financial Group
Salt Lake City,
Utah
| USD 48.2 M | +USD 27.4 k | 18 | 2.79% | Aumentadas |
|
| 1208 |
First National Trust
Hermitage,
Pennsylvania
| USD 48.1 M | -USD 4.2 M | 12 | 1.63% | Reducidas |
|
| 1209 |
Cinctive Capital Management
New York
| USD 48 M | +USD 7.89 M | 9 | 1.77% | Aumentadas |
|
| 1210 |
Palisade Asset Management
Minneapolis,
Minnesota
| USD 48 M | -USD 505 k | 8 | 4.43% | Reducidas |
|
| 1211 |
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 47.9 M | +USD 50.1 M | 5 | 1.8% | Nuevas |
|
| 1212 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 47.9 M | +USD 1.06 M | 4 | 0.91% | Aumentadas |
|
| 1213 |
Level Four Advisory Services
Dallas,
Texas
| USD 47.8 M | +USD 3.4 M | 23 | 1.35% | Aumentadas |
|
| 1214 |
FVCM
F&V Capital Management
Boca Raton,
Florida
| USD 47.7 M | +USD 11.6 M | 3 | 8.7% | Aumentadas |
|
| 1215 |
AGM
Alpine Global Management
New York
| USD 47.7 M | +USD 41.6 M | 8 | 7.75% | Aumentadas |
|
| 1216 |
Miracle Mile Advisors
Los Angeles,
California
| USD 47.7 M | +USD 1.2 M | 17 | 0.56% | Aumentadas |
|
| 1217 |
Rice Hall James & Associates
San Diego,
California
| USD 47.7 M | +USD 7.25 M | 13 | 2.32% | Aumentadas |
|
| 1218 |
Elyxium Wealth
San Mateo,
California
| USD 47.6 M | +USD 40.6 M | 11 | 5% | Aumentadas |
|
| 1219 |
Emerald Investment Advisers
Leola,
Pennsylvania
| USD 47.5 M | +USD 2.77 M | 9 | 3.16% | Aumentadas |
|
| 1220 |
CWA Asset Management Group
Naples,
Florida
| USD 47.2 M | -USD 7.44 M | 13 | 1.44% | Reducidas |
|
| 1221 |
Pallas Capital Advisors
Braintree,
Massachusetts
| USD 47.2 M | +USD 1.72 M | 28 | 1.45% | Aumentadas |
|
| 1222 |
Chilton Capital Management
Houston,
Texas
| USD 47.1 M | -USD 16.7 M | 16 | 1.49% | Reducidas |
|
| 1223 |
SummitTX Capital
Fort Worth,
Texas
| USD 47.1 M | -USD 76.6 M | 25 | 1.21% | Reducidas |
|
| 1224 |
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 46.9 M | -USD 10.7 M | 22 | 2.29% | Reducidas |
|
| 1225 |
Styrax Capital
New York
| USD 46.8 M | +USD 40.3 M | 1 | 3.08% | Nuevas |
|