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 | |
|---|---|---|---|---|---|---|---|
| 1826 |
Biondo Investment Advisors
Milford,
Pennsylvania
| USD 20.9 M | +USD 8.53 M | 2 | 2.56% | Aumentadas |
|
| 1827 |
Laurion Capital Management
New York
| USD 20.9 M | +USD 8.42 M | 8 | 0.54% | Aumentadas |
|
| 1828 |
Focus Financial Network
Minneapolis,
Minnesota
| USD 20.8 M | +USD 3.4 M | 16 | 0.64% | Aumentadas |
|
| 1829 |
Evolve Private Wealth
Los Angeles,
California
| USD 20.8 M | -USD 11.2 M | 28 | 1.27% | Reducidas |
|
| 1830 |
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 20.8 M | -USD 764 k | 10 | 5.23% | Reducidas |
|
| 1831 |
Lumbard & Kellner
Hollis,
New Hampshire
| USD 20.8 M | +USD 279 k | 8 | 6.3% | Aumentadas |
|
| 1832 |
QVT Financial
New York
| USD 20.8 M | -USD 1.47 M | 4 | 1.22% | Reducidas |
|
| 1833 |
SPC
Stony Point Capital
New York
| USD 20.7 M | +USD 24.3 M | 1 | 1.35% | Nuevas |
|
| 1834 |
Lansing Management
New York
| USD 20.7 M | +USD 84.5 k | 1 | 12.55% | Aumentadas |
|
| 1835 |
Northeast Investment Management
Boston,
Massachusetts
| USD 20.7 M | -USD 10.8 M | 6 | 0.76% | Reducidas |
|
| 1836 |
OFCM
One Fin Capital Management
San Francisco,
California
| USD 20.7 M | +USD 20.6 M | 2 | 6.68% | Nuevas |
|
| 1837 |
Meiji Yasuda America
New York
| USD 20.7 M | +USD 3.81 M | 2 | 3.46% | Aumentadas |
|
| 1838 |
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 20.7 M | +USD 257 k | 4 | 4.42% | Aumentadas |
|
| 1839 |
BigSur Wealth Management
Miami,
Florida
| USD 20.6 M | +USD 1.71 M | 10 | 4.97% | Aumentadas |
|
| 1840 |
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| USD 20.6 M | +USD 650 k | 6 | 4.03% | Aumentadas |
|
| 1841 |
Jay A. Fishman Ltd
Troy,
Michigan
| USD 20.5 M | -USD 271 k | 7 | 1.63% | Reducidas |
|
| 1842 |
SP
SIH Partners
Wilmington,
Delaware
| USD 20.5 M | -USD 12 M | 8 | 0.13% | Reducidas |
|
| 1843 |
GWM
Gibbs Wealth Management
Alpharetta,
Georgia
| USD 20.5 M | -USD 279 k | 18 | 2.47% | Reducidas |
|
| 1844 |
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 20.5 M | +USD 981 k | 7 | 3.12% | Aumentadas |
|
| 1845 |
Rockland Trust
Hanover,
Massachusetts
| USD 20.5 M | -USD 30.3 M | 9 | 0.8% | Reducidas |
|
| 1846 |
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 20.4 M | -USD 846 k | 4 | 2.47% | Reducidas |
|
| 1847 |
SMA Capital
New York
| USD 20.4 M | -USD 17.7 M | 3 | 8.55% | Reducidas |
|
| 1848 |
CWM
Compass Wealth Management
Guilford,
Connecticut
| USD 20.4 M | +USD 3.88 M | 10 | 3.85% | Aumentadas |
|
| 1849 |
McGowan Group Asset Management
Dallas,
Texas
| USD 20.3 M | -USD 236 k | 9 | 2.47% | Reducidas |
|
| 1850 |
Aviance Capital Partners
Naples,
Florida
| USD 20.3 M | +USD 543 k | 9 | 2.11% | Aumentadas |
|