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 | |
|---|---|---|---|---|---|---|---|
| 1426 |
Sirios Capital Management
Boston,
Massachusetts
| USD 35.1 M | +USD 1.04 M | 2 | 4.27% | Aumentadas |
|
| 1427 |
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 35.1 M | +USD 7.85 M | 1 | 1.27% | Aumentadas |
|
| 1428 |
TD Private Client Wealth
New York
| USD 35 M | -USD 2.83 M | 43 | 0.64% | Reducidas |
|
| 1429 |
Radnor Capital Management
Wayne,
Pennsylvania
| USD 35 M | -USD 1.11 M | 14 | 4.92% | Reducidas |
|
| 1430 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 35 M | +USD 9.08 M | 13 | 0.1% | Aumentadas |
|
| 1431 |
Kettle Hill Capital Management
New York
| USD 35 M | +USD 30.9 M | 2 | 8.61% | Aumentadas |
|
| 1432 |
Apis Capital Advisors
New York
| USD 35 M | -USD 13.3 M | 6 | 3.4% | Reducidas |
|
| 1433 |
Penobscot Investment Management
Boston,
Massachusetts
| USD 35 M | +USD 1.34 M | 12 | 2.4% | Aumentadas |
|
| 1434 |
Virtu Financial
New York
| USD 35 M | -USD 4.67 M | 32 | 1.1% | Reducidas |
|
| 1435 |
AC
Agman Capital
Omaha,
Nebraska
| USD 34.9 M | -USD 2.66 M | 2 | 22.02% | Reducidas |
|
| 1436 |
Machina Capital
Paris,
France
| USD 34.9 M | +USD 13.2 M | 13 | 5.53% | Aumentadas |
|
| 1437 |
West Branch Capital
Amherst,
Massachusetts
| USD 34.9 M | -USD 1.01 M | 13 | 8.1% | Reducidas |
|
| 1438 |
Roundview Capital
Princeton,
New Jersey
| USD 34.8 M | +USD 3.94 M | 13 | 1.9% | Aumentadas |
|
| 1439 |
Triad Wealth Partners
Lawrence,
Kansas
| USD 34.7 M | +USD 15.2 M | 17 | 2.05% | Aumentadas |
|
| 1440 |
Simmons Bank
Pine Bluff,
Arkansas
| USD 34.7 M | +USD 4.05 M | 17 | 1.98% | Aumentadas |
|
| 1441 |
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 34.7 M | -USD 490 k | 8 | 2.56% | Reducidas |
|
| 1442 |
Nordwand Advisors
Radnor,
Pennsylvania
| USD 34.7 M | +USD 1.28 M | 8 | 5.31% | Aumentadas |
|
| 1443 |
TwinBeech Capital
Purchase,
New York
| USD 34.6 M | +USD 4.36 M | 17 | 6.26% | Aumentadas |
|
| 1444 |
Advisor OS
Chicago,
Illinois
| USD 34.6 M | -USD 884 k | 13 | 2.31% | Reducidas |
|
| 1445 |
Oak Ridge Investments
Chicago,
Illinois
| USD 34.5 M | +USD 3.35 M | 9 | 1.95% | Aumentadas |
|
| 1446 |
Centaurus Financial
Anaheim,
California
| USD 34.5 M | +USD 7.29 M | 20 | 1.33% | Aumentadas |
|
| 1447 |
WCM
Westerly Capital Management
San Francisco,
California
| USD 34.3 M | +USD 10.8 M | 4 | 6.33% | Aumentadas |
|
| 1448 |
Texas Yale Capital Corp
St. Petersburg,
Florida
| USD 34.2 M | +USD 329 k | 13 | 0.74% | Aumentadas |
|
| 1449 |
Keywise Capital Management (HK)
Hong Kong
| USD 34.2 M | -USD 3.68 M | 1 | 4.66% | Reducidas |
|
| 1450 |
Bath Savings Trust
Bath,
Maine
| USD 34.2 M | +USD 391 k | 7 | 3.54% | Aumentadas |
|