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 | |
|---|---|---|---|---|---|---|---|
| 1226 |
Central Securities
New York
| USD 46.7 M | USD 0 | 1 | 3.48% | Mantenido |
|
| 1227 |
Avalon Global Asset Management
San Francisco,
California
| USD 46.7 M | +USD 2.92 M | 3 | 5.09% | Aumentadas |
|
| 1228 |
Newbrook Capital Advisors
New York
| USD 46.7 M | +USD 5.94 M | 1 | 6.3% | Aumentadas |
|
| 1229 |
Pine Valley Investments
Marlton,
New Jersey
| USD 46.6 M | +USD 4.64 M | 17 | 1.84% | Aumentadas |
|
| 1230 |
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 46.6 M | -USD 1.42 M | 5 | 3.65% | Reducidas |
|
| 1231 |
Empirical Wealth Management
Seattle,
Washington
| USD 46.6 M | +USD 1.34 M | 24 | 0.68% | Aumentadas |
|
| 1232 |
Soltis Investment Advisors
St. George,
Utah
| USD 46.3 M | +USD 2.03 M | 16 | 2.58% | Aumentadas |
|
| 1233 |
CVFG LLC
Shelbyville,
Indiana
| USD 46.3 M | -USD 4.84 M | 13 | 4.86% | Reducidas |
|
| 1234 |
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 46.2 M | +USD 3.25 M | 2 | 5.22% | Aumentadas |
|
| 1235 |
Allianz
Munich,
Germany
| USD 46.2 M | +USD 5.64 M | 15 | 0.49% | Aumentadas |
|
| 1236 |
Modera Wealth Management
Westwood,
New Jersey
| USD 46.1 M | -USD 892 k | 14 | 0.49% | Reducidas |
|
| 1237 |
Atomi Financial Group
New York
| USD 46.1 M | -USD 278 k | 25 | 1.2% | Reducidas |
|
| 1238 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 45.9 M | -USD 2.99 M | 8 | 3.82% | Reducidas |
|
| 1239 |
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 45.7 M | +USD 16.8 M | 11 | 2.4% | Aumentadas |
|
| 1240 |
Neumeier Poma Investment Counsel
Carmel,
California
| USD 45.7 M | -USD 41.2 M | 1 | 3.13% | Reducidas |
|
| 1241 |
Romano Brothers & Co
Evanston,
Illinois
| USD 45.4 M | -USD 671 k | 10 | 4.57% | Reducidas |
|
| 1242 |
Plato Investment Management
Sydney, NSW,
Australia
| USD 45.3 M | +USD 13.4 M | 20 | 2.59% | Aumentadas |
|
| 1243 |
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 45.3 M | -USD 2.01 M | 20 | 2.43% | Reducidas |
|
| 1244 |
Shay Capital
New York
| USD 45.2 M | +USD 36.3 M | 12 | 2.91% | Aumentadas |
|
| 1245 |
Coastal Bridge Advisors
Westport,
Connecticut
| USD 45.2 M | +USD 1.27 M | 20 | 2.79% | Aumentadas |
|
| 1246 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 45.2 M | -USD 267 k | 5 | 3.16% | Reducidas |
|
| 1247 |
Novare Capital Management
Charlotte,
North Carolina
| USD 45.2 M | +USD 175 k | 9 | 3.21% | Aumentadas |
|
| 1248 |
Bluegrass Capital Partners
Palm Beach,
Florida
| USD 45.1 M | -USD 9.03 M | 2 | 29.31% | Reducidas |
|
| 1249 |
F/M Investments
Washington,
District of Columbia
| USD 45.1 M | +USD 853 k | 17 | 2.29% | Aumentadas |
|
| 1250 |
Wilkinson Global Asset Management
New York
| USD 45 M | -USD 776 k | 2 | 3.57% | Reducidas |
|