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 | |
|---|---|---|---|---|---|---|---|
| 1851 |
Wealth Alliance
Mellville,
New York
| USD 20.3 M | +USD 1.49 M | 16 | 1.7% | Aumentadas |
|
| 1852 |
Herbst Group
Westport,
Connecticut
| USD 20.3 M | -USD 3.87 M | 6 | 11.05% | Reducidas |
|
| 1853 |
DDD Partners
Bellevue,
Washington
| USD 20.2 M | -USD 8.22 M | 6 | 1.26% | Reducidas |
|
| 1854 |
Victrix Investment Advisors
Stuart,
Florida
| USD 20.2 M | +USD 2.19 M | 7 | 8.48% | Aumentadas |
|
| 1855 |
Peregrine Investment Management
Toronto,
Ontario, Canada
| USD 20.2 M | -USD 3.64 M | 2 | 8.61% | Reducidas |
|
| 1856 |
Personal CFO Solutions
Chester,
New Jersey
| USD 20.2 M | +USD 261 k | 20 | 2.92% | Aumentadas |
|
| 1857 |
Polaris Capital Management
Boston,
Massachusetts
| USD 20.1 M | -USD 12.9 M | 2 | 1.9% | Reducidas |
|
| 1858 |
MAM
Morse Asset Management
Darien,
Connecticut
| USD 20.1 M | +USD 83.8 k | 19 | 3.34% | Aumentadas |
|
| 1859 |
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 20.1 M | -USD 5.49 M | 4 | 3.2% | Reducidas |
|
| 1860 |
Nemes Rush Group
Novi,
Michigan
| USD 20.1 M | +USD 794 k | 22 | 1.66% | Aumentadas |
|
| 1861 |
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 20.1 M | +USD 2.81 M | 14 | 2.47% | Aumentadas |
|
| 1862 |
WealthPlan Investment Management
Omaha,
Nebraska
| USD 20.1 M | -USD 1.98 M | 11 | 1% | Reducidas |
|
| 1863 |
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 20.1 M | +USD 454 k | 6 | 8.44% | Aumentadas |
|
| 1864 |
Cypress Funds
Los Angeles,
California
| USD 20.1 M | -USD 6.92 M | 1 | 6.39% | Reducidas |
|
| 1865 |
Perennial Investment Advisors
Los Angeles,
California
| USD 20 M | +USD 4.09 M | 17 | 1.33% | Aumentadas |
|
| 1866 |
Intrinsic Edge Capital Management
Chicago,
Illinois
| USD 20 M | +USD 2.05 M | 4 | 2.07% | Aumentadas |
|
| 1867 |
State of Wyoming
Cheyenne,
Wyoming
| USD 20 M | +USD 3.03 M | 59 | 2.02% | Aumentadas |
|
| 1868 |
Avantax Planning Partners
Dubuque,
Iowa
| USD 20 M | +USD 603 k | 12 | 0.5% | Aumentadas |
|
| 1869 |
TC
TTRF Capital
Nicosia,
| USD 20 M | +USD 23.4 M | 1 | 13.18% | Nuevas |
|
| 1870 |
Bard Associates
Chicago,
Illinois
| USD 20 M | -USD 3.53 M | 9 | 4.43% | Reducidas |
|
| 1871 |
Wills Financial Group
Richmond,
Virginia
| USD 20 M | +USD 48.2 k | 6 | 7.27% | Aumentadas |
|
| 1872 |
Two Point Capital Management
Pittsford,
New York
| USD 20 M | -USD 185 k | 3 | 8.04% | Reducidas |
|
| 1873 |
SF
Symphony Financial
Houston,
Texas
| USD 20 M | +USD 5.57 M | 13 | 2.18% | Aumentadas |
|
| 1874 |
Evolution Wealth Advisors
Aventura,
Florida
| USD 20 M | +USD 707 k | 3 | 2.33% | Aumentadas |
|
| 1875 |
Fogel Capital Management
Stuart,
Florida
| USD 19.9 M | -USD 497 k | 4 | 8.02% | Reducidas |
|