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 | |
|---|---|---|---|---|---|---|---|
| 1276 |
Titan Global Capital Management USA
New York
| USD 43.1 M | -USD 3.13 M | 3 | 5.46% | Reducidas |
|
| 1277 |
Telos Capital Management
San Diego,
California
| USD 42.9 M | +USD 1.29 M | 10 | 3.78% | Aumentadas |
|
| 1278 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 42.9 M | +USD 13.1 M | 3 | 1.78% | Aumentadas |
|
| 1279 |
Leavell Investment Management
Mobile,
Alabama
| USD 42.9 M | -USD 2.18 M | 18 | 1.57% | Reducidas |
|
| 1280 |
Naples Global Advisors
Naples,
Florida
| USD 42.9 M | +USD 2.66 M | 16 | 2.65% | Aumentadas |
|
| 1281 |
FengHe Fund Management
Singapore
| USD 42.8 M | -USD 113 M | 2 | 4.06% | Reducidas |
|
| 1282 |
Diameter Capital Partners
New York
| USD 42.7 M | +USD 42.5 M | 1 | 3.44% | Nuevas |
|
| 1283 |
Night Squared
New York
| USD 42.7 M | +USD 31.4 M | 2 | 4.59% | Aumentadas |
|
| 1284 |
Varenne Capital Partners
Paris,
France
| USD 42.6 M | +USD 38.6 M | 2 | 7.06% | Nuevas |
|
| 1285 |
Zweig-DiMenna Associates
New York
| USD 42.6 M | +USD 26.3 M | 5 | 3.87% | Aumentadas |
|
| 1286 |
Linden Thomas Advisory Services
Charlotte,
North Carolina
| USD 42.5 M | -USD 1.74 M | 18 | 3.43% | Reducidas |
|
| 1287 |
Nicolet Bankshares
Green Bay,
Wisconsin
| USD 42.5 M | +USD 1.94 M | 17 | 1.35% | Aumentadas |
|
| 1288 |
WCG Wealth Advisors
Las Vegas,
Nevada
| USD 42.4 M | +USD 8.45 M | 9 | 1.01% | Aumentadas |
|
| 1289 |
Kesler Norman & Wride
Ogden,
Utah
| USD 42.4 M | -USD 2.81 M | 12 | 6.72% | Reducidas |
|
| 1290 |
LAI
Legal Advantage Investments
Los Altos Hills,
California
| USD 42.3 M | -USD 3.01 M | 10 | 14.83% | Reducidas |
|
| 1291 |
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
| USD 42.2 M | -USD 85.7 M | 8 | 0.84% | Reducidas |
|
| 1292 |
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 42.2 M | +USD 37.9 M | 2 | 2.68% | Aumentadas |
|
| 1293 |
Sender Company & Partners
New York
| USD 42.2 M | +USD 11.6 M | 7 | 12.23% | Aumentadas |
|
| 1294 |
Segra Capital Management
Palm Beach,
Florida
| USD 42.1 M | +USD 10.3 M | 1 | 8.5% | Aumentadas |
|
| 1295 |
GSA Capital Partners
London,
United Kingdom
| USD 42.1 M | +USD 11 M | 43 | 2.66% | Aumentadas |
|
| 1296 |
PIP
Palisades Investment Partners
Santa Monica,
California
| USD 42 M | +USD 13.1 M | 6 | 11.95% | Aumentadas |
|
| 1297 |
Osmosis Investment Management UK
London,
United Kingdom
| USD 42 M | -USD 45.8 M | 14 | 1.95% | Reducidas |
|
| 1298 |
Phraction Management
Colchester,
Connecticut
| USD 42 M | -USD 958 k | 6 | 7.05% | Reducidas |
|
| 1299 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 41.8 M | +USD 1.75 M | 25 | 1.88% | Aumentadas |
|
| 1300 |
Avantyr Capital Partners
New York
| USD 41.7 M | +USD 41.5 M | 1 | 1.53% | Nuevas |
|