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 | |
|---|---|---|---|---|---|---|---|
| 1326 |
Iron Gate Global Advisors
Nsl,
Utah
| USD 40.5 M | -USD 5.48 k | 4 | 3.91% | Reducidas |
|
| 1327 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 40.4 M | -USD 38.6 M | 3 | 1.24% | Reducidas |
|
| 1328 |
Whitebox Advisors
Minneapolis,
Minnesota
| USD 40.4 M | +USD 8.47 M | 2 | 0.53% | Aumentadas |
|
| 1329 |
ODDO BHF Asset Management
Paris,
France
| USD 40.2 M | -USD 3.54 M | 3 | 1.86% | Reducidas |
|
| 1330 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 40.2 M | -USD 2.11 M | 19 | 0.6% | Reducidas |
|
| 1331 |
Connecticut Wealth Management
Farmington,
Connecticut
| USD 39.9 M | +USD 1.9 M | 11 | 1.47% | Aumentadas |
|
| 1332 |
Grimes & Company
Westborough,
Massachusetts
| USD 39.9 M | -USD 4.1 M | 15 | 0.86% | Reducidas |
|
| 1333 |
KCM Investment Advisors
Greenbrae,
California
| USD 39.6 M | +USD 439 k | 13 | 1.18% | Aumentadas |
|
| 1334 |
Estabrook Capital Management
New York
| USD 39.5 M | -USD 262 k | 12 | 5.35% | Reducidas |
|
| 1335 |
Easterly Investment Partners
Beverly,
Massachusetts
| USD 39.4 M | +USD 29.1 M | 10 | 2.01% | Aumentadas |
|
| 1336 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 39.2 M | -USD 12.2 M | 12 | 2.07% | Reducidas |
|
| 1337 |
CoreCap Advisors
Southfield,
Michigan
| USD 39.2 M | +USD 7.35 M | 55 | 1.15% | Aumentadas |
|
| 1338 |
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 39.2 M | -USD 10.1 M | 19 | 1.45% | Reducidas |
|
| 1339 |
Coronation Fund Managers
Cape Town,
South Africa
| USD 39.1 M | +USD 16.7 M | 1 | 1.49% | Aumentadas |
|
| 1340 |
Liberty One Investment Management
Libertyville,
Illinois
| USD 39 M | +USD 1.33 M | 8 | 3.9% | Aumentadas |
|
| 1341 |
Old National Bancorp
Evansville,
Indiana
| USD 38.9 M | -USD 5.47 M | 20 | 0.77% | Reducidas |
|
| 1342 |
StoneX Group
New York
| USD 38.8 M | +USD 20 M | 22 | 1.57% | Aumentadas |
|
| 1343 |
Bregal General Partner Jersey Ltd
St. Helier,
Jersey
| USD 38.8 M | USD 0 | 1 | 100% | Mantenido |
|
| 1344 |
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 38.8 M | +USD 2.88 M | 20 | 2.04% | Aumentadas |
|
| 1345 |
Covalis Capital
London,
United Kingdom
| USD 38.7 M | +USD 28.9 M | 3 | 2.18% | Aumentadas |
|
| 1346 |
Courier Capital
Buffalo,
New York
| USD 38.6 M | +USD 751 k | 16 | 1.93% | Aumentadas |
|
| 1347 |
Jacobs & Co
San Francisco,
California
| USD 38.6 M | +USD 9.9 M | 8 | 3.31% | Aumentadas |
|
| 1348 |
Integrity Alliance
Urbandale,
Iowa
| USD 38.6 M | +USD 13.4 M | 19 | 1.21% | Aumentadas |
|
| 1349 |
Huntleigh Advisors
St. Louis,
Missouri
| USD 38.6 M | +USD 1.82 M | 18 | 5.4% | Aumentadas |
|
| 1350 |
One Capital Management
Westlake Village,
California
| USD 38.5 M | -USD 1.67 M | 13 | 1.07% | Reducidas |
|