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 | |
|---|---|---|---|---|---|---|---|
| 1801 |
BI
BBFIT Investments
Singapore,
| USD 21.4 M | USD 0 | 1 | 1.95% | Mantenido |
|
| 1802 |
SM
Samjo Management
New York
| USD 21.4 M | +USD 9.5 M | 3 | 7.3% | Aumentadas |
|
| 1803 |
Sierra Summit Advisors
Incline Village,
Nevada
| USD 21.4 M | -USD 3.24 M | 7 | 2.39% | Reducidas |
|
| 1804 |
JWBC
J.W. Burns & Co
Dewitt,
New York
| USD 21.3 M | -USD 752 k | 7 | 2.22% | Reducidas |
|
| 1805 |
High Note Wealth
Deephaven,
Minnesota
| USD 21.3 M | +USD 2.7 M | 18 | 3.64% | Aumentadas |
|
| 1806 |
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 21.3 M | +USD 4.64 M | 6 | 2.97% | Aumentadas |
|
| 1807 |
Campbell & Co Investment Adviser
Baltimore,
Maryland
| USD 21.3 M | -USD 13.5 M | 16 | 1.12% | Reducidas |
|
| 1808 |
Trajan Wealth
Scottsdale,
Arizona
| USD 21.3 M | +USD 2.85 M | 3 | 0.8% | Aumentadas |
|
| 1809 |
Trek Financial
Scottsdale,
Arizona
| USD 21.2 M | +USD 7.51 M | 12 | 1.05% | Aumentadas |
|
| 1810 |
SharpePoint
Phoenix,
Arizona
| USD 21.2 M | +USD 5.22 M | 9 | 10.63% | Aumentadas |
|
| 1811 |
WDA
Wendell David Associates
Portsmouth,
New Hampshire
| USD 21.2 M | +USD 71.3 k | 9 | 2.24% | Aumentadas |
|
| 1812 |
Resources Management Corp
West Hartford,
Connecticut
| USD 21.2 M | -USD 969 k | 11 | 2.67% | Reducidas |
|
| 1813 |
Fourpath Capital Management
Oklahoma City,
Oklahoma
| USD 21.2 M | -USD 377 k | 10 | 2.79% | Reducidas |
|
| 1814 |
Hel Ved Capital Management
Central,
Hong Kong
| USD 21.2 M | -USD 7.1 M | 3 | 1.56% | Reducidas |
|
| 1815 |
Toth Financial Advisory
Leesburg,
Virginia
| USD 21.1 M | +USD 806 k | 42 | 2.06% | Aumentadas |
|
| 1816 |
Z3 Capital Partners
Richmond,
Virginia
| USD 21.1 M | +USD 650 k | 6 | 4.44% | Aumentadas |
|
| 1817 |
AssuredPartners Investment Advisors
Tampa,
Florida
| USD 21.1 M | +USD 2.75 M | 15 | 2.04% | Aumentadas |
|
| 1818 |
Founders Capital Management (Texas)
Houston,
Texas
| USD 21.1 M | +USD 264 k | 13 | 9.12% | Aumentadas |
|
| 1819 |
CA
Cullinan Associates
Louisville,
Kentucky
| USD 21.1 M | -USD 908 k | 11 | 1.59% | Reducidas |
|
| 1820 |
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 21.1 M | -USD 677 k | 14 | 1.31% | Reducidas |
|
| 1821 |
Advent International
Boston,
Massachusetts
| USD 21 M | -USD 2.63 M | 2 | 0.12% | Reducidas |
|
| 1822 |
FRM
Fox Run Management
Greenwich,
Connecticut
| USD 21 M | +USD 456 k | 32 | 3.48% | Aumentadas |
|
| 1823 |
Evexia Wealth
Stevens Point,
Wisconsin
| USD 21 M | -USD 85 k | 2 | 5.68% | Reducidas |
|
| 1824 |
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 20.9 M | -USD 442 k | 27 | 0.84% | Reducidas |
|
| 1825 |
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| USD 20.9 M | +USD 131 k | 8 | 3.08% | Aumentadas |
|