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 | |
|---|---|---|---|---|---|---|---|
| 1501 |
Mather Group
Chicago,
Illinois
| USD 31.9 M | +USD 6.49 M | 41 | 0.28% | Aumentadas |
|
| 1502 |
Aureus Asset Management
Boston,
Massachusetts
| USD 31.9 M | -USD 381 k | 12 | 1.94% | Reducidas |
|
| 1503 |
Petredis Investment Advisors
Warrendale,
Pennsylvania
| USD 31.8 M | +USD 195 k | 6 | 2.14% | Aumentadas |
|
| 1504 |
Townsend & Associates
Westminster,
Colorado
| USD 31.8 M | +USD 193 k | 3 | 2.71% | Aumentadas |
|
| 1505 |
Kieckhefer Group
Mequon,
Wisconsin
| USD 31.8 M | +USD 119 k | 7 | 12.93% | Aumentadas |
|
| 1506 |
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 31.7 M | +USD 529 k | 4 | 6% | Aumentadas |
|
| 1507 |
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 31.7 M | -USD 1.42 M | 8 | 4.32% | Reducidas |
|
| 1508 |
Great Lakes Retirement
Sandusky,
Ohio
| USD 31.7 M | +USD 981 k | 8 | 2.81% | Aumentadas |
|
| 1509 |
KKM Financial
Chicago,
Illinois
| USD 31.7 M | +USD 26.9 M | 4 | 4.34% | Aumentadas |
|
| 1510 |
AMG National Trust Bank
Greenwood Village,
Colorado
| USD 31.6 M | -USD 11.3 M | 14 | 0.65% | Reducidas |
|
| 1511 |
Rockline Wealth Management
Plainview,
New York
| USD 31.6 M | -USD 3.28 M | 9 | 6.05% | Reducidas |
|
| 1512 |
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| USD 31.6 M | +USD 66.3 M | 2 | 8.43% | Aumentadas |
|
| 1513 |
Fulcrum Asset Management
London,
United Kingdom
| USD 31.6 M | +USD 22.6 M | 25 | 3.15% | Aumentadas |
|
| 1514 |
Edge Wealth Management
New York
| USD 31.5 M | -USD 136 k | 6 | 5.3% | Reducidas |
|
| 1515 |
Verus Capital Partners
Scottsdale,
Arizona
| USD 31.4 M | -USD 7.74 M | 22 | 1.7% | Reducidas |
|
| 1516 |
Anabranch Capital Management
Stamford,
Connecticut
| USD 31.4 M | +USD 2.23 M | 1 | 24% | Aumentadas |
|
| 1517 |
Sand Hill Global Advisors
Palo Alto,
California
| USD 31.4 M | +USD 6.71 M | 7 | 0.94% | Aumentadas |
|
| 1518 |
Bailard
Foster City,
California
| USD 31.3 M | +USD 2.21 M | 18 | 0.64% | Aumentadas |
|
| 1519 |
Rings Capital Management
Chicago,
Illinois
| USD 31.3 M | USD 0 | 1 | 15.93% | Mantenido |
|
| 1520 |
GFI
Global Frontier Investments
Charleston,
South Carolina
| USD 31.3 M | -USD 320 M | 1 | 5.39% | Reducidas |
|
| 1521 |
Bogart Wealth LLC
Mclean,
Virginia
| USD 31.2 M | +USD 9.12 M | 54 | 1.07% | Aumentadas |
|
| 1522 |
IFG Advisory
Atlanta,
Georgia
| USD 31.1 M | +USD 31 M | 38 | 1.09% | Aumentadas |
|
| 1523 |
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 31.1 M | -USD 71.5 k | 1 | 2.37% | Reducidas |
|
| 1524 |
Jamison Private Wealth Management
Milton,
Georgia
| USD 31.1 M | +USD 1.56 M | 8 | 3.14% | Aumentadas |
|
| 1525 |
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 31 M | -USD 21.7 k | 8 | 3.68% | Reducidas |
|