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 | |
|---|---|---|---|---|---|---|---|
| 1776 |
PI
Pennant Investors
Summit,
New Jersey
| USD 22.3 M | USD 0 | 1 | 6.67% | Mantenido |
|
| 1777 |
DCM
Divisar Capital Management
San Francisco,
California
| USD 22.3 M | -USD 6.66 M | 2 | 5.14% | Reducidas |
|
| 1778 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 22.3 M | +USD 1.47 M | 10 | 0.55% | Aumentadas |
|
| 1779 |
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 22.2 M | +USD 85.3 k | 5 | 1.15% | Aumentadas |
|
| 1780 |
Premier Path Wealth Partners
Madison,
New Jersey
| USD 22.2 M | -USD 666 k | 14 | 2.56% | Reducidas |
|
| 1781 |
RWC Asset Management
London,
United Kingdom
| USD 22.2 M | +USD 87 k | 2 | 0.84% | Aumentadas |
|
| 1782 |
CCC
Chelsea Counsel Company
Los Angeles,
California
| USD 22.2 M | -USD 585 k | 13 | 9.4% | Reducidas |
|
| 1783 |
Perryman Financial Advisory
Dallas,
Texas
| USD 22.2 M | +USD 2.75 M | 8 | 2.95% | Aumentadas |
|
| 1784 |
Eos Management LP
New York
| USD 22.1 M | -USD 10.4 M | 5 | 8.76% | Reducidas |
|
| 1785 |
Spear Advisors
East Hampton,
New York
| USD 22.1 M | -USD 9.6 M | 4 | 7.59% | Reducidas |
|
| 1786 |
Caption Management
Oklahoma City,
Oklahoma
| USD 22.1 M | -USD 5 M | 9 | 0.1% | Reducidas |
|
| 1787 |
LRI Investments
Palm Beach Gardens,
Florida
| USD 22.1 M | +USD 862 k | 52 | 1.78% | Aumentadas |
|
| 1788 |
Trinity Street Asset Management
London,
United Kingdom
| USD 22 M | -USD 1.15 M | 1 | 1.13% | Reducidas |
|
| 1789 |
Legacy Private Trust
Neenah,
Wisconsin
| USD 22 M | -USD 164 k | 8 | 1.22% | Reducidas |
|
| 1790 |
Northcape Wealth Management
Williamsville,
New York
| USD 21.9 M | +USD 2.06 k | 9 | 5.74% | Aumentadas |
|
| 1791 |
Confluence Wealth Services
Mcmurray,
Pennsylvania
| USD 21.9 M | +USD 9.4 M | 14 | 0.63% | Aumentadas |
|
| 1792 |
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 21.9 M | +USD 47.3 k | 1 | 2.06% | Aumentadas |
|
| 1793 |
CBTWT
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 21.7 M | -USD 471 k | 7 | 3.92% | Reducidas |
|
| 1794 |
Medina Value Partners
Los Angeles,
California
| USD 21.7 M | +USD 4.73 M | 1 | 4.25% | Aumentadas |
|
| 1795 |
Transcend Capital Advisors
Madison,
New Jersey
| USD 21.7 M | +USD 2.21 M | 25 | 1.46% | Aumentadas |
|
| 1796 |
Alpha Capital Management
Austin,
Texas
| USD 21.6 M | -USD 3.18 M | 6 | 2.8% | Reducidas |
|
| 1797 |
HCR Wealth Advisors
Los Angeles,
California
| USD 21.5 M | +USD 2.45 M | 11 | 1.93% | Aumentadas |
|
| 1798 |
Farmers & Merchants Trust Company
Long Beach,
California
| USD 21.5 M | +USD 129 k | 11 | 4.62% | Aumentadas |
|
| 1799 |
Sharkey, Howes & Javer
Denver,
Colorado
| USD 21.5 M | +USD 5.14 M | 3 | 2.59% | Aumentadas |
|
| 1800 |
Mengis Capital Management
Portland,
Oregon
| USD 21.5 M | +USD 948 k | 10 | 3.26% | Aumentadas |
|