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 | |
|---|---|---|---|---|---|---|---|
| 1551 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 29.9 M | -USD 569 k | 1 | 2.36% | Reducidas |
|
| 1552 |
Bornite Capital Management
New York
| USD 29.9 M | +USD 23 M | 1 | 3.76% | Aumentadas |
|
| 1553 |
Prosperity Capital Advisors
Westlake,
Ohio
| USD 29.9 M | +USD 7.8 M | 12 | 1.48% | Aumentadas |
|
| 1554 |
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 29.9 M | -USD 502 k | 12 | 3.55% | Reducidas |
|
| 1555 |
Haverford Financial Services
Radnor,
Pennsylvania
| USD 29.8 M | -USD 134 k | 3 | 8.79% | Reducidas |
|
| 1556 |
Oribel Capital Management
New York
| USD 29.8 M | -USD 58.9 M | 1 | 0.9% | Reducidas |
|
| 1557 |
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 29.7 M | +USD 3.03 M | 8 | 5.33% | Aumentadas |
|
| 1558 |
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 29.7 M | -USD 2.44 M | 20 | 1.71% | Reducidas |
|
| 1559 |
Permian Investment Partners
Dallas,
Texas
| USD 29.6 M | -USD 3.24 M | 1 | 3.25% | Reducidas |
|
| 1560 |
SFG
SageGuard Financial Group
Goodlettsville,
Tennessee
| USD 29.6 M | -USD 3.31 M | 11 | 4.16% | Reducidas |
|
| 1561 |
Krane Funds Advisors
New York
| USD 29.6 M | +USD 19.8 M | 3 | 1.05% | Aumentadas |
|
| 1562 |
Cambient Family Office
Ada,
Michigan
| USD 29.5 M | -USD 658 k | 10 | 3.63% | Reducidas |
|
| 1563 |
Whitney & Co
Rochester,
New York
| USD 29.5 M | +USD 103 k | 9 | 2.15% | Aumentadas |
|
| 1564 |
Purpose Unlimited Inc
Toronto,
| USD 29.3 M | +USD 14.4 M | 19 | 1.12% | Aumentadas |
|
| 1565 |
Leelyn Smith
Geneva,
Illinois
| USD 29.3 M | +USD 897 k | 9 | 3.56% | Aumentadas |
|
| 1566 |
AL
Arnhold LLC
New York
| USD 29.3 M | -USD 137 k | 1 | 2.05% | Reducidas |
|
| 1567 |
Circle Wealth Management
Summit,
New Jersey
| USD 29.3 M | +USD 4.92 M | 9 | 0.37% | Aumentadas |
|
| 1568 |
Benedict Financial Advisors
Atlanta,
Georgia
| USD 29.2 M | -USD 154 k | 7 | 5.68% | Reducidas |
|
| 1569 |
Inscription Capital
Houston,
Texas
| USD 29.2 M | +USD 4.37 M | 23 | 2.59% | Aumentadas |
|
| 1570 |
ArchPoint Investors
Coral Gables,
Florida
| USD 29.1 M | +USD 3.56 M | 2 | 6.14% | Aumentadas |
|
| 1571 |
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| USD 29 M | +USD 27 M | 4 | 5.91% | Nuevas |
|
| 1572 |
Graybill Wealth Management
Elmhurst,
Illinois
| USD 29 M | +USD 227 k | 6 | 7.81% | Aumentadas |
|
| 1573 |
BTC Capital Management
Des Moines,
Iowa
| USD 28.9 M | -USD 4.42 M | 3 | 1.76% | Reducidas |
|
| 1574 |
GW Henssler & Associates
Kennesaw,
Georgia
| USD 28.9 M | +USD 1.52 M | 6 | 1.29% | Aumentadas |
|
| 1575 |
NICM
Neo Ivy Capital Management
New York
| USD 28.8 M | +USD 12.4 M | 16 | 6.64% | Aumentadas |
|