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 | |
|---|---|---|---|---|---|---|---|
| 1351 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 38.5 M | -USD 504 k | 3 | 3.03% | Reducidas |
|
| 1352 |
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 38.3 M | -USD 2.45 M | 13 | 1.81% | Reducidas |
|
| 1353 |
Talbot Financial
Bellevue,
Washington
| USD 38.3 M | +USD 1.02 M | 4 | 2.82% | Aumentadas |
|
| 1354 |
Topline Capital Management
Santa Monica,
California
| USD 38.2 M | -USD 13.7 M | 4 | 9.9% | Reducidas |
|
| 1355 |
Teamwork Financial Advisors
San Antonio,
Texas
| USD 38.2 M | +USD 3.46 M | 10 | 3.46% | Aumentadas |
|
| 1356 |
PAM
Pegasus Asset Management
Montebello,
New York
| USD 37.9 M | +USD 7.69 M | 8 | 10.81% | Aumentadas |
|
| 1357 |
Integrated Advisors Network
Dallas,
Texas
| USD 37.9 M | +USD 9.18 M | 17 | 1.74% | Aumentadas |
|
| 1358 |
Montag & Associates
Atlanta,
Georgia
| USD 37.9 M | -USD 1.07 M | 34 | 1.6% | Reducidas |
|
| 1359 |
NBT Bank
Norwich,
New York
| USD 37.8 M | -USD 6.87 M | 21 | 2.51% | Reducidas |
|
| 1360 |
Strategy Asset Managers
Pasadena,
California
| USD 37.7 M | -USD 1.57 M | 11 | 5.64% | Reducidas |
|
| 1361 |
Antipodes Partners
Royal Exchange,
Australia
| USD 37.6 M | +USD 1.47 M | 4 | 0.69% | Aumentadas |
|
| 1362 |
Parkwood LLC
Cleveland,
Ohio
| USD 37.5 M | +USD 24.5 M | 4 | 2.69% | Aumentadas |
|
| 1363 |
Ananym Capital Management
New York
| USD 37.5 M | +USD 15.4 M | 1 | 13.47% | Aumentadas |
|
| 1364 |
Nations Financial Group
Cedar Rapids,
Iowa
| USD 37.4 M | +USD 1.69 M | 18 | 1.79% | Aumentadas |
|
| 1365 |
Apella Capital
West Hartford,
Connecticut
| USD 37.4 M | +USD 1.13 M | 15 | 0.53% | Aumentadas |
|
| 1366 |
Hilton Capital Management
Garden City,
New York
| USD 37.4 M | +USD 10.6 M | 7 | 2.54% | Aumentadas |
|
| 1367 |
Parallax Volatility Advisers
San Francisco,
California
| USD 37.4 M | -USD 5.84 M | 7 | 0.06% | Reducidas |
|
| 1368 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 37.4 M | -USD 160 k | 10 | 1.66% | Reducidas |
|
| 1369 |
Estuary Capital Management
Wayzata,
Minnesota
| USD 37.4 M | +USD 41.2 M | 1 | 6.34% | Nuevas |
|
| 1370 |
Panview Capital
Hong Kong
| USD 37.3 M | +USD 32.5 M | 1 | 6.56% | Nuevas |
|
| 1371 |
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 37.3 M | +USD 190 k | 7 | 2.92% | Aumentadas |
|
| 1372 |
Builder Investment Group
Atlanta,
Georgia
| USD 37.2 M | +USD 4.81 M | 9 | 7.38% | Aumentadas |
|
| 1373 |
Arvest Bank Trust Division
Dewey,
Oklahoma
| USD 37.2 M | +USD 2.73 M | 9 | 1.81% | Aumentadas |
|
| 1374 |
Wedbush Fund Advisers
Pasadena,
California
| USD 37.2 M | +USD 11.8 M | 3 | 3.3% | Aumentadas |
|
| 1375 |
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| USD 37.2 M | -USD 71.3 M | 12 | 0.59% | Reducidas |
|