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 | |
|---|---|---|---|---|---|---|---|
| 1676 |
Faithward Advisors
Lancaster,
Pennsylvania
| USD 25 M | -USD 1.29 M | 11 | 3.06% | Reducidas |
|
| 1677 |
SCM
Steadfast Capital Management
New York
| USD 25 M | +USD 24.9 M | 1 | 0.77% | Nuevas |
|
| 1678 |
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 25 M | -USD 26.4 k | 10 | 5.41% | Reducidas |
|
| 1679 |
Howard Capital Management
Roswell,
Georgia
| USD 25 M | +USD 12.3 M | 15 | 0.3% | Aumentadas |
|
| 1680 |
Cynosure Group
Salt Lake City,
Utah
| USD 24.9 M | +USD 1.68 M | 8 | 3.75% | Aumentadas |
|
| 1681 |
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 24.9 M | +USD 1.19 M | 16 | 5.11% | Aumentadas |
|
| 1682 |
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 24.9 M | +USD 2.74 M | 6 | 1.7% | Aumentadas |
|
| 1683 |
Professional Advisory Services
Vero Beach,
Florida
| USD 24.8 M | +USD 1.16 M | 3 | 2.97% | Aumentadas |
|
| 1684 |
Evelyn Partners
London,
| USD 24.8 M | +USD 25.1 M | 16 | 0.05% | Nuevas |
|
| 1685 |
AIS
AM Investment Strategies
Chattanooga,
Tennessee
| USD 24.8 M | +USD 485 k | 7 | 4.76% | Aumentadas |
|
| 1686 |
CCM
Cohen Capital Management
Corte Madera,
California
| USD 24.8 M | +USD 24.7 k | 7 | 3.37% | Aumentadas |
|
| 1687 |
180 Wealth Advisors
Federal Way,
Washington
| USD 24.8 M | -USD 868 k | 15 | 2.48% | Reducidas |
|
| 1688 |
Prosperity Consulting Group
Owings Mills,
Maryland
| USD 24.7 M | +USD 13.1 M | 13 | 0.94% | Aumentadas |
|
| 1689 |
Contravisory Investment Management
Norwell,
Massachusetts
| USD 24.7 M | -USD 6.66 M | 16 | 4.37% | Reducidas |
|
| 1690 |
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| USD 24.7 M | +USD 311 k | 13 | 1.44% | Aumentadas |
|
| 1691 |
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 24.5 M | +USD 5.75 M | 2 | 2.42% | Aumentadas |
|
| 1692 |
Sunriver Management
Greenwich,
Connecticut
| USD 24.5 M | -USD 18.4 M | 1 | 3.85% | Reducidas |
|
| 1693 |
Choate Investment Advisors
Boston,
Massachusetts
| USD 24.5 M | +USD 149 k | 13 | 0.43% | Aumentadas |
|
| 1694 |
LCM
Lionhunter Capital Management
New York
| USD 24.5 M | +USD 24.3 M | 6 | 11.04% | Nuevas |
|
| 1695 |
BCM
Birmingham Capital Management
Birmingham,
Alabama
| USD 24.5 M | +USD 187 k | 7 | 9.31% | Aumentadas |
|
| 1696 |
WAM
Werlinich Asset Management
Stamford,
Connecticut
| USD 24.5 M | +USD 915 k | 11 | 9.35% | Aumentadas |
|
| 1697 |
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 24.5 M | +USD 2.15 M | 15 | 0.86% | Aumentadas |
|
| 1698 |
SONA Asset Management (US)
New York
| USD 24.4 M | +USD 17 M | 1 | 0.51% | Aumentadas |
|
| 1699 |
Bayberry Capital Partners
New York
| USD 24.4 M | -USD 11.5 M | 2 | 8.41% | Reducidas |
|
| 1700 |
L & S Advisors
Los Angeles,
California
| USD 24.4 M | -USD 16 M | 10 | 2.52% | Reducidas |
|