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 | |
|---|---|---|---|---|---|---|---|
| 1601 |
Miramar Capital
Northbrook,
Illinois
| USD 27.6 M | +USD 295 k | 3 | 6.07% | Aumentadas |
|
| 1602 |
Two Sigma Securities
New York
| USD 27.6 M | +USD 10.2 M | 34 | 2.38% | Aumentadas |
|
| 1603 |
Cercano Management
Bellevue,
Washington
| USD 27.5 M | -USD 32.7 M | 7 | 3.67% | Reducidas |
|
| 1604 |
MO
McMillan Office
St. Clair Shores,
Michigan
| USD 27.5 M | +USD 17 k | 16 | 3.16% | Aumentadas |
|
| 1605 |
Crown Oak Advisors
Piedmont,
California
| USD 27.5 M | +USD 5.05 M | 2 | 12.8% | Aumentadas |
|
| 1606 |
Sky Investment Group
Hartford,
Connecticut
| USD 27.5 M | +USD 1.62 M | 8 | 4.31% | Aumentadas |
|
| 1607 |
Tribune Investment Group
New York
| USD 27.5 M | +USD 8.43 M | 6 | 11.13% | Aumentadas |
|
| 1608 |
AXQ Capital
Jersey City,
New Jersey
| USD 27.4 M | -USD 437 k | 26 | 2.98% | Reducidas |
|
| 1609 |
Morningstar Investment Management
Chicago,
Illinois
| USD 27.3 M | USD 0 | 9 | 1.69% | Mantenido |
|
| 1610 |
SFMG Wealth Advisors
Plano,
Texas
| USD 27.3 M | +USD 593 k | 14 | 1.64% | Aumentadas |
|
| 1611 |
Moody National Bank Trust Division
Galveston,
Texas
| USD 27.3 M | -USD 426 k | 22 | 2.26% | Reducidas |
|
| 1612 |
Goodnow Investment Group
Darien,
Connecticut
| USD 27.3 M | +USD 3.03 M | 1 | 2.83% | Aumentadas |
|
| 1613 |
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 27.3 M | +USD 865 k | 9 | 1.95% | Aumentadas |
|
| 1614 |
United Bank (Virginia)
Vienna,
Virginia
| USD 27.2 M | +USD 550 k | 6 | 3.19% | Aumentadas |
|
| 1615 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 27.2 M | -USD 5.3 M | 6 | 1.39% | Reducidas |
|
| 1616 |
Red Door Wealth Management
Memphis,
Tennessee
| USD 27.2 M | +USD 441 k | 13 | 2.48% | Aumentadas |
|
| 1617 |
Ascent Wealth Partners
New Hartford,
New York
| USD 27.2 M | +USD 2.73 M | 9 | 2.72% | Aumentadas |
|
| 1618 |
Arete Wealth Advisors
Chicago,
Illinois
| USD 27 M | +USD 7.75 M | 6 | 1.79% | Aumentadas |
|
| 1619 |
Dearborn Partners
Chicago,
Illinois
| USD 27 M | +USD 335 k | 12 | 1.53% | Aumentadas |
|
| 1620 |
XML Financial
Bethesda,
Maryland
| USD 27 M | -USD 967 k | 16 | 1.96% | Reducidas |
|
| 1621 |
CCM
Consolidated Capital Management
Burbank,
California
| USD 27 M | +USD 289 k | 3 | 7.2% | Aumentadas |
|
| 1622 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 26.9 M | -USD 24.1 k | 9 | 1.63% | Reducidas |
|
| 1623 |
Royal Fund Management
Lady Lake,
Florida
| USD 26.9 M | -USD 3.71 M | 10 | 2.24% | Reducidas |
|
| 1624 |
Freshford Capital Management
Rye Brook,
New York
| USD 26.9 M | +USD 994 k | 2 | 9.2% | Aumentadas |
|
| 1625 |
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 26.8 M | +USD 2.42 M | 6 | 3.43% | Aumentadas |
|