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 | |
|---|---|---|---|---|---|---|---|
| 1376 |
Sone Capital Management
New York
| USD 37.1 M | +USD 4.01 M | 1 | 2.83% | Aumentadas |
|
| 1377 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 37.1 M | +USD 4.72 M | 8 | 3.05% | Aumentadas |
|
| 1378 |
NWAM LLC
Mercer Island,
Washington
| USD 37.1 M | -USD 2.34 M | 14 | 1.85% | Reducidas |
|
| 1379 |
Howland Capital Management
Boston,
Massachusetts
| USD 37 M | -USD 18.1 M | 8 | 1.33% | Reducidas |
|
| 1380 |
Stratos Investment Management
Beachwood,
Ohio
| USD 37 M | +USD 1.43 M | 11 | 1.34% | Aumentadas |
|
| 1381 |
Hendershot Investments
Centreville,
Virginia
| USD 37 M | -USD 173 k | 4 | 4.83% | Reducidas |
|
| 1382 |
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 36.9 M | +USD 2.78 M | 12 | 1.46% | Aumentadas |
|
| 1383 |
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 36.9 M | +USD 397 k | 15 | 1.96% | Aumentadas |
|
| 1384 |
HP
Havemeyer Place
Greenwich,
Connecticut
| USD 36.8 M | +USD 3.3 M | 19 | 3.64% | Aumentadas |
|
| 1385 |
Holowesko Partners
Nassau,
Bahamas
| USD 36.8 M | +USD 11.3 M | 4 | 9.32% | Aumentadas |
|
| 1386 |
Goelzer Investment Management
Carmel,
Indiana
| USD 36.8 M | +USD 505 k | 12 | 1.6% | Aumentadas |
|
| 1387 |
Penn Capital Management
Philadelphia,
Pennsylvania
| USD 36.7 M | -USD 12.8 M | 5 | 2.33% | Reducidas |
|
| 1388 |
E Fund Management
Guangzhou,
China
| USD 36.6 M | +USD 3.54 M | 14 | 0.82% | Aumentadas |
|
| 1389 |
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 36.5 M | -USD 141 k | 11 | 2.95% | Reducidas |
|
| 1390 |
Harbor Capital Advisors
Chicago,
Illinois
| USD 36.5 M | +USD 1.28 M | 26 | 2.49% | Aumentadas |
|
| 1391 |
PFG Advisors
Phoenix,
Arizona
| USD 36.4 M | -USD 2.1 M | 19 | 1.84% | Reducidas |
|
| 1392 |
De Lisle Partners
Poole,
United Kingdom
| USD 36.4 M | +USD 769 | 7 | 3.97% | Aumentadas |
|
| 1393 |
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 36.4 M | -USD 3.96 M | 86 | 1.22% | Reducidas |
|
| 1394 |
Future Fund LLC
Chicago,
Illinois
| USD 36.3 M | +USD 7.5 M | 8 | 10.41% | Aumentadas |
|
| 1395 |
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| USD 36.3 M | -USD 632 k | 9 | 8.2% | Reducidas |
|
| 1396 |
CCAM
Codex Capital Asset Management
Dallas,
Texas
| USD 36.3 M | +USD 684 k | 5 | 12.55% | Aumentadas |
|
| 1397 |
Evercore Wealth Management
New York
| USD 36 M | +USD 459 k | 15 | 0.51% | Aumentadas |
|
| 1398 |
Foursixthree Capital
New York
| USD 36 M | +USD 26.6 M | 1 | 7.43% | Nuevas |
|
| 1399 |
Turtle Creek Wealth Advisors
Dallas,
Texas
| USD 36 M | +USD 2.81 M | 12 | 1.9% | Aumentadas |
|
| 1400 |
TritonPoint Partners
Chevy Chase,
Maryland
| USD 35.9 M | +USD 28.5 M | 12 | 2.98% | Aumentadas |
|