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 | |
|---|---|---|---|---|---|---|---|
| 1401 |
TritonPoint Partners
Chevy Chase,
Maryland
| USD 35.9 M | +USD 28.5 M | 12 | 2.98% | Aumentadas |
|
| 1402 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 35.9 M | -USD 3.43 M | 18 | 1.13% | Reducidas |
|
| 1403 |
Herald Investment Management
London,
United Kingdom
| USD 35.9 M | -USD 16.8 M | 6 | 4.86% | Reducidas |
|
| 1404 |
CX Institutional
Auburn,
Indiana
| USD 35.8 M | -USD 10 M | 36 | 1.03% | Reducidas |
|
| 1405 |
Kovack Advisors
Ft. Lauderdale,
Florida
| USD 35.8 M | +USD 647 k | 23 | 1.72% | Aumentadas |
|
| 1406 |
YHB Investment Advisors
West Hartford,
Connecticut
| USD 35.8 M | -USD 1.65 M | 8 | 2.29% | Reducidas |
|
| 1407 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 35.8 M | +USD 164 k | 9 | 2.29% | Aumentadas |
|
| 1408 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 35.8 M | +USD 899 k | 25 | 1.72% | Aumentadas |
|
| 1409 |
Two Seas Capital
Rye,
New York
| USD 35.7 M | +USD 35.5 M | 1 | 0.71% | Nuevas |
|
| 1410 |
FCP
Fosse Capital Partners
London,
United Kingdom
| USD 35.7 M | +USD 35.6 M | 1 | 19.6% | Nuevas |
|
| 1411 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 35.6 M | -USD 1.09 M | 19 | 0.68% | Reducidas |
|
| 1412 |
Ballentine Partners
Waltham,
Massachusetts
| USD 35.6 M | -USD 4.37 M | 29 | 0.44% | Reducidas |
|
| 1413 |
Western Wealth Management
Golden,
Colorado
| USD 35.6 M | -USD 577 k | 20 | 1.16% | Reducidas |
|
| 1414 |
SKBA Capital Management
San Francisco,
California
| USD 35.6 M | -USD 8.28 M | 3 | 5.87% | Reducidas |
|
| 1415 |
Investment Management Associates
Greenwood Village,
Colorado
| USD 35.6 M | -USD 270 k | 2 | 7.3% | Reducidas |
|
| 1416 |
Meros Investment Management
Dallas,
Texas
| USD 35.5 M | +USD 7.86 M | 5 | 11.28% | Aumentadas |
|
| 1417 |
Cypress Capital Group
Palm Beach,
Florida
| USD 35.5 M | +USD 3 M | 13 | 3.32% | Aumentadas |
|
| 1418 |
Altrinsic Global Advisors
Stamford,
Connecticut
| USD 35.5 M | -USD 3.35 M | 4 | 1.3% | Reducidas |
|
| 1419 |
Equitable Trust
Nashville,
Tennessee
| USD 35.4 M | +USD 593 k | 16 | 1.48% | Aumentadas |
|
| 1420 |
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 35.4 M | +USD 3.53 M | 17 | 0.64% | Aumentadas |
|
| 1421 |
Halter Ferguson Financial
Carmel,
Indiana
| USD 35.3 M | +USD 28.2 M | 4 | 5.72% | Aumentadas |
|
| 1422 |
SAI
Systematic Alpha Investments
Princeton,
New Jersey
| USD 35.3 M | +USD 656 k | 9 | 0.95% | Aumentadas |
|
| 1423 |
Laffer Tengler Investments
Nashville,
Tennessee
| USD 35.2 M | +USD 3.3 M | 11 | 4.51% | Aumentadas |
|
| 1424 |
Robert Wood Johnson Foundation
Princeton,
New Jersey
| USD 35.2 M | -USD 17.5 M | 1 | 43.41% | Reducidas |
|
| 1425 |
Financial Engines Advisors
Santa Clara,
California
| USD 35.2 M | -USD 495 k | 12 | 0.06% | Reducidas |
|