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 | |
|---|---|---|---|---|---|---|---|
| 1451 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 34.1 M | +USD 234 k | 6 | 4.41% | Aumentadas |
|
| 1452 |
Private Wealth Partners
Mill Valley,
California
| USD 34.1 M | +USD 2.06 M | 4 | 2.43% | Aumentadas |
|
| 1453 |
Mattern Capital Management
Lakewood,
Colorado
| USD 34.1 M | +USD 1.31 M | 6 | 3.98% | Aumentadas |
|
| 1454 |
NBC Securities
Birmingham,
Alabama
| USD 34 M | +USD 2.79 M | 53 | 2.3% | Aumentadas |
|
| 1455 |
Bandera Partners
New York
| USD 34 M | +USD 33.8 M | 1 | 11.97% | Nuevas |
|
| 1456 |
BWCP LP
Dallas,
Texas
| USD 33.9 M | +USD 29.3 M | 1 | 4.85% | Nuevas |
|
| 1457 |
Sentinel Trust
Houston,
Texas
| USD 33.8 M | -USD 1.37 M | 4 | 3% | Reducidas |
|
| 1458 |
Avenir Corporation
Alexandria,
Virginia
| USD 33.8 M | -USD 1.01 M | 5 | 4.12% | Reducidas |
|
| 1459 |
Goodman Financial
Houston,
Texas
| USD 33.8 M | +USD 594 k | 2 | 5.22% | Aumentadas |
|
| 1460 |
Godsey & Gibb Inc
Richmond,
Virginia
| USD 33.6 M | -USD 338 k | 13 | 2.76% | Reducidas |
|
| 1461 |
Insigneo Advisory Services
Miami,
Florida
| USD 33.5 M | +USD 7.24 M | 21 | 1.26% | Aumentadas |
|
| 1462 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 33.5 M | -USD 514 k | 5 | 2.24% | Reducidas |
|
| 1463 |
Alerus Financial
Grand Forks,
North Dakota
| USD 33.5 M | +USD 1.44 M | 12 | 1.46% | Aumentadas |
|
| 1464 |
Strategic Blueprint
Atlanta,
Georgia
| USD 33.4 M | +USD 6.42 M | 16 | 1.67% | Aumentadas |
|
| 1465 |
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| USD 33.4 M | -USD 2.63 M | 1 | 4.4% | Reducidas |
|
| 1466 |
Third View Private Wealth
Westport,
Connecticut
| USD 33.3 M | +USD 883 k | 15 | 4.08% | Aumentadas |
|
| 1467 |
Appleton Partners
Boston,
Massachusetts
| USD 33.2 M | +USD 351 k | 10 | 2.03% | Aumentadas |
|
| 1468 |
Arvin Capital Management
Austin,
Texas
| USD 33.1 M | -USD 19 M | 3 | 4.32% | Reducidas |
|
| 1469 |
Oliver Luxxe Assets
Gladstone,
New Jersey
| USD 33.1 M | -USD 6.72 M | 7 | 4.87% | Reducidas |
|
| 1470 |
Science & Technology Partners
New York
| USD 33 M | -USD 11.5 M | 4 | 5.56% | Reducidas |
|
| 1471 |
KWMG
King Wealth Management Group
Naples,
Florida
| USD 33 M | +USD 188 k | 9 | 3.61% | Aumentadas |
|
| 1472 |
APSI
Asset Planning Services Inc
Covington,
Louisiana
| USD 33 M | +USD 1.95 M | 5 | 13.99% | Aumentadas |
|
| 1473 |
American Assets Investment Management
San Diego,
California
| USD 33 M | USD 0 | 3 | 1.99% | Mantenido |
|
| 1474 |
JGP Wealth Management
Bend,
Oregon
| USD 32.8 M | +USD 713 k | 8 | 2.94% | Aumentadas |
|
| 1475 |
MIM
Marco Investment Management
Atlanta,
Georgia
| USD 32.7 M | +USD 2.09 M | 12 | 2.15% | Aumentadas |
|