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 | |
|---|---|---|---|---|---|---|---|
| 176 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 1410 M | +USD 76.3 M | 15 | 0.71% | Aumentadas |
|
| 177 |
BNP Paribas Asset Management
Paris,
France
| USD 1394 M | -USD 51.5 M | 62 | 1.4% | Reducidas |
|
| 178 |
Rizvi Traverse Management
West Palm Beach,
Florida
| USD 1392 M | +USD 1386 M | 2 | 98.76% | Nuevas |
|
| 179 |
Squarepoint
New York
| USD 1389 M | -USD 86.5 M | 71 | 1.53% | Reducidas |
|
| 180 |
LSV Asset Management
Chicago,
Illinois
| USD 1386 M | +USD 48.1 M | 15 | 2.52% | Aumentadas |
|
| 181 |
Pentwater Capital Management
Naples,
Florida
| USD 1383 M | -USD 153 M | 3 | 8.46% | Reducidas |
|
| 182 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 1378 M | +USD 265 M | 35 | 2.08% | Aumentadas |
|
| 183 |
Select Equity Group
New York
| USD 1372 M | +USD 566 M | 12 | 6.79% | Aumentadas |
|
| 184 |
Pictet Asset Management
Carouge,
Switzerland
| USD 1370 M | -USD 18.6 M | 63 | 1.31% | Reducidas |
|
| 185 |
Dragoneer Investment Group
San Francisco,
California
| USD 1367 M | +USD 1359 M | 1 | 48.22% | Nuevas |
|
| 186 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 1363 M | +USD 505 M | 66 | 2.36% | Aumentadas |
|
| 187 |
Man Group
London,
United Kingdom
| USD 1357 M | +USD 174 M | 48 | 2.16% | Aumentadas |
|
| 188 |
Mariner
Overland Park,
Kansas
| USD 1348 M | -USD 93.2 M | 59 | 1.42% | Reducidas |
|
| 189 |
Cetera Investment Advisers
Schaumburg,
Illinois
| USD 1345 M | +USD 93.2 M | 80 | 1.22% | Aumentadas |
|
| 190 |
Capitolis Liquid Global Markets
New York
| USD 1344 M | +USD 957 M | 14 | 5.85% | Aumentadas |
|
| 191 |
Clal Insurance
Tel-Aviv,
Israel
| USD 1309 M | -USD 123 M | 8 | 5.86% | Reducidas |
|
| 192 |
Penserra Capital Management
Orinda,
California
| USD 1296 M | +USD 560 M | 47 | 9.96% | Aumentadas |
|
| 193 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 1290 M | -USD 124 M | 23 | 1.81% | Reducidas |
|
| 194 |
Lightspeed Management Company
Menlo Park,
California
| USD 1285 M | +USD 1240 M | 2 | 53.42% | Aumentadas |
|
| 195 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 1254 M | +USD 420 M | 9 | 3.66% | Aumentadas |
|
| 196 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 1250 M | +USD 205 M | 29 | 6.07% | Aumentadas |
|
| 197 |
Cerity Partners
New York
| USD 1235 M | +USD 53.4 M | 65 | 1.49% | Aumentadas |
|
| 198 |
Focus Partners Wealth
Boston,
Massachusetts
| USD 1230 M | -USD 231 M | 52 | 1.26% | Reducidas |
|
| 199 |
Soroban Capital Partners
New York
| USD 1196 M | +USD 51.6 M | 1 | 2.5% | Aumentadas |
|
| 200 |
Royal London Asset Management
United Kingdom
| USD 1195 M | +USD 132 M | 22 | 2.2% | Aumentadas |
|