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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
Kera Capital Partners
San Jose,
California
| USD 19.1 M | +USD 1.68 M | 17 | 1.83% | Aumentadas |
|
| 1927 |
CWM
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 19.1 M | +USD 560 k | 9 | 4.19% | Aumentadas |
|
| 1928 |
Anchor Investment Management
Columbia,
South Carolina
| USD 19.1 M | +USD 377 k | 31 | 1.43% | Aumentadas |
|
| 1929 |
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 19 M | +USD 5.12 M | 11 | 0.95% | Aumentadas |
|
| 1930 |
Ceeto Capital Group
Coral Gables,
Florida
| USD 19 M | +USD 1.17 M | 12 | 5.15% | Aumentadas |
|
| 1931 |
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 19 M | -USD 153 k | 5 | 2.58% | Reducidas |
|
| 1932 |
Quent Capital
New York
| USD 19 M | +USD 1.41 M | 54 | 1.17% | Aumentadas |
|
| 1933 |
Pekin Hardy Strauss
Chicago,
Illinois
| USD 19 M | +USD 6.91 M | 19 | 1.67% | Aumentadas |
|
| 1934 |
Cypress Asset Management
Houston,
Texas
| USD 18.9 M | +USD 166 k | 6 | 3.68% | Aumentadas |
|
| 1935 |
Sepio Capital
Salt Lake City,
Utah
| USD 18.9 M | -USD 1.66 M | 10 | 0.95% | Reducidas |
|
| 1936 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 18.8 M | -USD 2.85 M | 7 | 0.31% | Reducidas |
|
| 1937 |
Lake Street Private Wealth
Chicago,
Illinois
| USD 18.8 M | -USD 1.26 M | 9 | 2.15% | Reducidas |
|
| 1938 |
Titleist Asset Management
San Antonio,
Texas
| USD 18.8 M | +USD 143 k | 7 | 1.26% | Aumentadas |
|
| 1939 |
Bar Harbor Wealth Management
Concord,
New Hampshire
| USD 18.7 M | -USD 3.61 M | 6 | 1.01% | Reducidas |
|
| 1940 |
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 18.7 M | -USD 1.2 M | 9 | 1.25% | Reducidas |
|
| 1941 |
13D Management
New York
| USD 18.7 M | -USD 2.55 M | 2 | 26.26% | Reducidas |
|
| 1942 |
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 18.7 M | -USD 61.8 k | 3 | 9.93% | Reducidas |
|
| 1943 |
Hikari Tsushin Inc
Tokyo,
Japan
| USD 18.7 M | USD 0 | 4 | 1.24% | Mantenido |
|
| 1944 |
SFE Investment Counsel
Los Angeles,
California
| USD 18.7 M | +USD 727 k | 9 | 2.52% | Aumentadas |
|
| 1945 |
Silver Oak Securities
Jackson,
Tennessee
| USD 18.7 M | -USD 107 k | 18 | 1.13% | Reducidas |
|
| 1946 |
Militia Capital Management
Austin,
Texas
| USD 18.7 M | +USD 10.5 M | 13 | 0.55% | Aumentadas |
|
| 1947 |
Close Asset Management
London,
United Kingdom
| USD 18.6 M | -USD 1.24 M | 13 | 0.5% | Reducidas |
|
| 1948 |
Metavasi Capital
Larchmont,
New York
| USD 18.6 M | -USD 3.68 M | 1 | 6.49% | Reducidas |
|
| 1949 |
FACT Capital
New York
| USD 18.6 M | +USD 2.37 M | 2 | 10.43% | Aumentadas |
|
| 1950 |
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 18.5 M | -USD 81.9 k | 8 | 6.44% | Reducidas |
|