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 | |
|---|---|---|---|---|---|---|---|
| 1476 |
Oakmont Corp
Los Angeles,
California
| USD 32.7 M | -USD 3.72 M | 3 | 6.51% | Reducidas |
|
| 1477 |
Carret Asset Management
New York
| USD 32.7 M | +USD 675 k | 11 | 2.86% | Aumentadas |
|
| 1478 |
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 32.7 M | +USD 31.9 M | 7 | 2.75% | Nuevas |
|
| 1479 |
Univest Financial
Souderton,
Pennsylvania
| USD 32.6 M | +USD 1.66 M | 12 | 1.6% | Aumentadas |
|
| 1480 |
Icon Wealth Advisors
Houston,
Texas
| USD 32.6 M | +USD 5.65 M | 14 | 1.96% | Aumentadas |
|
| 1481 |
Mangrove Partners
Greenwich,
Connecticut
| USD 32.6 M | +USD 23.4 M | 6 | 2.14% | Aumentadas |
|
| 1482 |
German American Bancorp
Jasper,
Indiana
| USD 32.5 M | +USD 933 k | 6 | 2.45% | Aumentadas |
|
| 1483 |
Woodstock Corp
Boston,
Massachusetts
| USD 32.5 M | -USD 980 k | 3 | 2.7% | Reducidas |
|
| 1484 |
Chesley Taft & Associates
Chicago,
Illinois
| USD 32.5 M | -USD 22.9 M | 8 | 1.27% | Reducidas |
|
| 1485 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
| USD 32.5 M | +USD 1.81 M | 3 | 1.09% | Aumentadas |
|
| 1486 |
Globeflex Capital
San Diego,
California
| USD 32.4 M | +USD 7.74 M | 16 | 4.14% | Aumentadas |
|
| 1487 |
Fiduciary Group
Savannah,
Georgia
| USD 32.4 M | +USD 68.1 k | 14 | 2.54% | Aumentadas |
|
| 1488 |
Dividend Assets Capital
Ridgeland,
South Carolina
| USD 32.4 M | +USD 645 k | 7 | 6.27% | Aumentadas |
|
| 1489 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 32.3 M | -USD 3.94 M | 14 | 4.17% | Reducidas |
|
| 1490 |
Avidian Wealth Enterprises
Houston,
Texas
| USD 32.3 M | +USD 3.91 M | 17 | 0.89% | Aumentadas |
|
| 1491 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
| USD 32.2 M | -USD 31.2 M | 1 | 1.21% | Reducidas |
|
| 1492 |
Oakcliff Capital Partners
New York
| USD 32.2 M | USD 0 | 1 | 11.99% | Mantenido |
|
| 1493 |
Sagespring Wealth Partners
Franklin,
Tennessee
| USD 32.1 M | -USD 1.41 M | 20 | 0.49% | Reducidas |
|
| 1494 |
Caisse Des Depots Et Consignations
Paris,
France
| USD 32.1 M | -USD 7.61 M | 9 | 0.54% | Reducidas |
|
| 1495 |
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 32.1 M | +USD 7.14 M | 1 | 3.58% | Aumentadas |
|
| 1496 |
Fulton Bank
Lancaster,
Pennsylvania
| USD 32 M | +USD 2.11 M | 22 | 0.98% | Aumentadas |
|
| 1497 |
Frank Rimerman Advisors
Palo Alto,
California
| USD 32 M | +USD 502 k | 19 | 1.81% | Aumentadas |
|
| 1498 |
Brasada Capital Management
Houston,
Texas
| USD 32 M | -USD 1.54 M | 7 | 5.73% | Reducidas |
|
| 1499 |
Wellington Shields Capital Management
New York
| USD 32 M | +USD 323 k | 18 | 4.06% | Aumentadas |
|
| 1500 |
Titan Investment Solutions
London,
| USD 32 M | +USD 3.37 M | 4 | 3.57% | Aumentadas |
|