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 | |
|---|---|---|---|---|---|---|---|
| 1951 |
Robertson Stephens Wealth Management
San Francisco,
California
| USD 18.5 M | +USD 542 k | 12 | 0.46% | Aumentadas |
|
| 1952 |
Stablepoint Partners
Braintree,
Massachusetts
| USD 18.5 M | -USD 621 k | 7 | 2.56% | Reducidas |
|
| 1953 |
ICICI Prudential Asset Management
Mumbai,
India
| USD 18.5 M | -USD 2.81 M | 7 | 2.02% | Reducidas |
|
| 1954 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 18.4 M | USD 0 | 4 | 2.84% | Mantenido |
|
| 1955 |
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| USD 18.4 M | +USD 655 k | 8 | 2.18% | Aumentadas |
|
| 1956 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 18.4 M | -USD 642 k | 8 | 1.09% | Reducidas |
|
| 1957 |
Marietta Investment Partners
Milwaukee,
Wisconsin
| USD 18.4 M | -USD 743 k | 9 | 3.16% | Reducidas |
|
| 1958 |
Westhampton Capital
Winston-Salem,
North Carolina
| USD 18.4 M | -USD 961 k | 10 | 7.63% | Reducidas |
|
| 1959 |
1900 Wealth Management
San Antonio,
Texas
| USD 18.4 M | +USD 15 M | 8 | 1.02% | Aumentadas |
|
| 1960 |
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| USD 18.4 M | -USD 13.2 M | 1 | 0.44% | Reducidas |
|
| 1961 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 18.4 M | +USD 15.7 M | 2 | 0.32% | Nuevas |
|
| 1962 |
1776 Wealth
Atlanta,
Georgia
| USD 18.3 M | +USD 227 k | 3 | 6.46% | Aumentadas |
|
| 1963 |
WCMN
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 18.3 M | -USD 344 k | 2 | 3.3% | Reducidas |
|
| 1964 |
WPI
Walter Public Investments
Westmount,
Canada
| USD 18.3 M | -USD 4.52 M | 2 | 4.4% | Reducidas |
|
| 1965 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 18.3 M | +USD 1.97 M | 6 | 1.61% | Aumentadas |
|
| 1966 |
Motley Fool Asset Management
Alexandria,
Virginia
| USD 18.2 M | -USD 1.59 M | 10 | 0.7% | Reducidas |
|
| 1967 |
RFMS
RWQ Financial Management Services
Naples,
Florida
| USD 18.2 M | +USD 11.2 M | 3 | 8.79% | Aumentadas |
|
| 1968 |
Qtron Investments
Boston,
Massachusetts
| USD 18.2 M | -USD 1.05 M | 17 | 2.43% | Reducidas |
|
| 1969 |
Embree Financial Group
Chicago,
Illinois
| USD 18.2 M | +USD 3.69 M | 12 | 1.82% | Aumentadas |
|
| 1970 |
one8zero8 LLC
Greensboro,
North Carolina
| USD 18.2 M | +USD 4.12 M | 10 | 3.61% | Aumentadas |
|
| 1971 |
Searle & Co
Greenwich,
Connecticut
| USD 18.2 M | -USD 5.72 M | 8 | 4.09% | Reducidas |
|
| 1972 |
Maestria Partners
Atlanta,
Georgia
| USD 18.2 M | USD 0 | 1 | 6.32% | Mantenido |
|
| 1973 |
Axxion S.A.
Grevenmacher,
Luxembourg
| USD 18.2 M | +USD 17.9 M | 9 | 1.29% | Nuevas |
|
| 1974 |
ShawSpring Partners
Boston,
Massachusetts
| USD 18.2 M | +USD 15.3 M | 1 | 7.82% | Nuevas |
|
| 1975 |
Darden Wealth Group
Ann Arbor,
Michigan
| USD 18.1 M | +USD 5.43 k | 10 | 7.19% | Aumentadas |
|