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 | |
|---|---|---|---|---|---|---|---|
| 1876 |
Indivisible Partners
Clearwater,
Florida
| USD 19.9 M | -USD 6.8 M | 15 | 1.13% | Reducidas |
|
| 1877 |
Main Management ETF Advisors
San Francisco,
California
| USD 19.9 M | -USD 1.25 M | 15 | 0.6% | Reducidas |
|
| 1878 |
Hedeker Wealth
Lincolnshire,
Illinois
| USD 19.9 M | -USD 6.05 M | 1 | 3.8% | Reducidas |
|
| 1879 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 19.8 M | +USD 17.1 M | 1 | 0.61% | Nuevas |
|
| 1880 |
Virtus Investment Advisers
Hartford,
Connecticut
| USD 19.8 M | +USD 9.8 M | 11 | 4.61% | Aumentadas |
|
| 1881 |
NovaPoint Capital
Atlanta,
Georgia
| USD 19.8 M | +USD 713 k | 5 | 4.11% | Aumentadas |
|
| 1882 |
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 19.7 M | +USD 1.72 M | 33 | 4.43% | Aumentadas |
|
| 1883 |
Claret Asset Management
Montreal,
Quebec, Canada
| USD 19.7 M | +USD 565 k | 28 | 2.13% | Aumentadas |
|
| 1884 |
Avestar Capital
New York
| USD 19.7 M | -USD 391 k | 17 | 1.1% | Reducidas |
|
| 1885 |
Intrust Bank
Wichita,
Kansas
| USD 19.7 M | -USD 1.73 M | 13 | 1.45% | Reducidas |
|
| 1886 |
RIHO Partners
Tucson,
Arizona
| USD 19.7 M | -USD 43.6 k | 1 | 11.07% | Reducidas |
|
| 1887 |
Plancorp LLC
Saint Louis,
Missouri
| USD 19.7 M | +USD 8.43 M | 14 | 0.48% | Aumentadas |
|
| 1888 |
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| USD 19.6 M | -USD 24.9 k | 3 | 3.11% | Reducidas |
|
| 1889 |
MONECO Advisors
Fairfield,
Connecticut
| USD 19.6 M | +USD 5.54 M | 15 | 1.2% | Aumentadas |
|
| 1890 |
Clear Creek Financial Management
Silverdale,
Washington
| USD 19.6 M | -USD 2.07 M | 19 | 1.26% | Reducidas |
|
| 1891 |
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| USD 19.6 M | -USD 636 k | 8 | 2.78% | Reducidas |
|
| 1892 |
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 19.6 M | -USD 2.45 M | 2 | 15.47% | Reducidas |
|
| 1893 |
GAM Holding
Zurich,
Switzerland
| USD 19.6 M | +USD 6.28 M | 11 | 1.5% | Aumentadas |
|
| 1894 |
CT
Chicago Trust
Grayslake,
Illinois
| USD 19.5 M | -USD 216 k | 14 | 2.83% | Reducidas |
|
| 1895 |
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 19.5 M | +USD 5.6 M | 11 | 1.89% | Aumentadas |
|
| 1896 |
Wallington Asset Management
Indianapolis,
Indiana
| USD 19.5 M | -USD 147 k | 3 | 2.4% | Reducidas |
|
| 1897 |
MCF Advisors
Covington,
Kentucky
| USD 19.5 M | +USD 3.13 M | 47 | 0.7% | Aumentadas |
|
| 1898 |
Polymer Capital Management
New York
| USD 19.5 M | -USD 6.12 M | 29 | 2.58% | Reducidas |
|
| 1899 |
SC
Schulhoff & Co
Cincinnati,
Ohio
| USD 19.5 M | -USD 188 k | 9 | 7.83% | Reducidas |
|
| 1900 |
QCM
Qsemble Capital Management
New York
| USD 19.5 M | -USD 23.5 M | 17 | 2.5% | Reducidas |
|