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 | |
|---|---|---|---|---|---|---|---|
| 1901 |
Gables Capital Management
Miami,
Florida
| USD 19.5 M | +USD 3.6 M | 16 | 7.03% | Aumentadas |
|
| 1902 |
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| USD 19.5 M | +USD 1.08 M | 14 | 1.62% | Aumentadas |
|
| 1903 |
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 19.5 M | -USD 3.71 M | 3 | 4.33% | Reducidas |
|
| 1904 |
Oak Associates
Akron,
Ohio
| USD 19.5 M | +USD 207 k | 8 | 1.09% | Aumentadas |
|
| 1905 |
Thomas Story & Son
Culver,
Indiana
| USD 19.4 M | +USD 26.5 k | 3 | 6.88% | Aumentadas |
|
| 1906 |
Islander Capital Partners
San Francisco,
California
| USD 19.4 M | +USD 1.23 M | 1 | 7.04% | Aumentadas |
|
| 1907 |
Caldwell Trust
Venice,
Florida
| USD 19.4 M | -USD 2.46 M | 17 | 1.57% | Reducidas |
|
| 1908 |
Twin Tree Management
Dallas,
Texas
| USD 19.4 M | -USD 912 k | 20 | 0.37% | Reducidas |
|
| 1909 |
Mosaic Family Wealth Partners
St. Louis,
Missouri
| USD 19.4 M | +USD 13.7 M | 16 | 1.3% | Aumentadas |
|
| 1910 |
1ST Source Bank
South Bend,
Indiana
| USD 19.4 M | -USD 20.2 M | 9 | 0.88% | Reducidas |
|
| 1911 |
Marietta Wealth Management
Marietta,
Georgia
| USD 19.3 M | +USD 938 k | 6 | 1.99% | Aumentadas |
|
| 1912 |
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 19.3 M | +USD 2.89 M | 16 | 1.84% | Aumentadas |
|
| 1913 |
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 19.3 M | +USD 188 k | 19 | 2.49% | Aumentadas |
|
| 1914 |
Golden State Wealth Management
Santa Ana,
California
| USD 19.3 M | +USD 4.4 M | 41 | 1.76% | Aumentadas |
|
| 1915 |
Burling Wealth Partners
Chicago,
Illinois
| USD 19.3 M | +USD 307 k | 7 | 2.83% | Aumentadas |
|
| 1916 |
MAC Alpha Capital Management
Tampa,
Florida
| USD 19.3 M | +USD 5.39 M | 1 | 9.06% | Aumentadas |
|
| 1917 |
Inspire Trust Company
Reno,
Nevada
| USD 19.3 M | +USD 1.47 M | 2 | 2.65% | Aumentadas |
|
| 1918 |
LGT Fund Management
Vaduz,
Liechtenstein
| USD 19.3 M | +USD 6.27 M | 5 | 0.8% | Aumentadas |
|
| 1919 |
Quadcap Wealth Management
Frisco,
Texas
| USD 19.3 M | +USD 1.47 M | 16 | 1.87% | Aumentadas |
|
| 1920 |
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 19.2 M | -USD 385 k | 17 | 1.19% | Reducidas |
|
| 1921 |
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 19.2 M | USD 0 | 4 | 1.82% | Mantenido |
|
| 1922 |
Somerset Trust
Somerset,
Pennsylvania
| USD 19.2 M | -USD 277 k | 4 | 5.43% | Reducidas |
|
| 1923 |
Henson-Edgewater Management
Avon,
Ohio
| USD 19.2 M | +USD 619 k | 3 | 9.98% | Aumentadas |
|
| 1924 |
Excelsior Advisor Network
Denver,
Colorado
| USD 19.1 M | +USD 14.3 M | 14 | 2.52% | Aumentadas |
|
| 1925 |
Kera Capital Partners
San Jose,
California
| USD 19.1 M | +USD 1.68 M | 17 | 1.83% | Aumentadas |
|