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 | |
|---|---|---|---|---|---|---|---|
| 1976 |
Whalerock Point Partners
Providence,
Rhode Island
| USD 18.1 M | +USD 210 k | 6 | 3.09% | Aumentadas |
|
| 1977 |
YLHM
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| USD 18.1 M | +USD 37.6 k | 4 | 3.43% | Aumentadas |
|
| 1978 |
Financial Sense Advisors
San Diego,
California
| USD 18.1 M | +USD 1.82 M | 13 | 3.56% | Aumentadas |
|
| 1979 |
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 18.1 M | -USD 3.86 M | 12 | 0.88% | Reducidas |
|
| 1980 |
Claro Advisors
Boston,
Massachusetts
| USD 18.1 M | +USD 1.91 M | 13 | 1.9% | Aumentadas |
|
| 1981 |
Peregrine Asset Advisers
Portland,
Oregon
| USD 18 M | +USD 1.15 M | 6 | 3.91% | Aumentadas |
|
| 1982 |
Sovran Advisors
San Diego,
California
| USD 18 M | +USD 3.83 M | 14 | 1.34% | Aumentadas |
|
| 1983 |
UAG
United Advisor Group
Cincinnati,
Ohio
| USD 18 M | +USD 381 k | 10 | 1.9% | Aumentadas |
|
| 1984 |
Jackson Hill Advisors
Houston,
Texas
| USD 18 M | +USD 16.6 M | 1 | 9.11% | Nuevas |
|
| 1985 |
Quantitative Investment Management
Charlottesville,
Virginia
| USD 18 M | -USD 34.6 M | 10 | 1.96% | Reducidas |
|
| 1986 |
BCWM LLC
Overland Park,
Kansas
| USD 17.8 M | +USD 4.27 M | 2 | 5.2% | Aumentadas |
|
| 1987 |
KPP Advisory Services
Louisville,
Kentucky
| USD 17.8 M | +USD 5.98 M | 14 | 2.25% | Aumentadas |
|
| 1988 |
Insight Wealth Strategies
San Ramon,
California
| USD 17.8 M | +USD 8.56 M | 5 | 1.73% | Aumentadas |
|
| 1989 |
Monetary Management Group
St Louis,
Missouri
| USD 17.8 M | +USD 649 k | 16 | 3.65% | Aumentadas |
|
| 1990 |
Fiduciary Alliance
Greenville,
South Carolina
| USD 17.7 M | -USD 15 M | 10 | 1.2% | Reducidas |
|
| 1991 |
Lifeworks Advisors
Grand Rapids,
Michigan
| USD 17.7 M | +USD 3.74 M | 10 | 1.86% | Aumentadas |
|
| 1992 |
Ally Financial
Detroit,
Michigan
| USD 17.7 M | +USD 9.5 M | 6 | 2.29% | Aumentadas |
|
| 1993 |
Citizens Business Bank
Ontario,
California
| USD 17.7 M | -USD 295 k | 5 | 2.66% | Reducidas |
|
| 1994 |
Sustainable Insight Capital Management
New York
| USD 17.7 M | -USD 2.13 M | 3 | 7.58% | Reducidas |
|
| 1995 |
First American Trust
Santa Ana,
California
| USD 17.7 M | -USD 1.01 M | 9 | 1.06% | Reducidas |
|
| 1996 |
Renaissance Group
Covington,
Kentucky
| USD 17.6 M | -USD 3.08 M | 4 | 0.72% | Reducidas |
|
| 1997 |
Pinnbrook Capital Management
New York
| USD 17.6 M | +USD 2.84 M | 6 | 1.88% | Aumentadas |
|
| 1998 |
CSNH
Crow's Nest Holdings
Richmond,
Virginia
| USD 17.6 M | -USD 12.9 M | 1 | 5.32% | Reducidas |
|
| 1999 |
SHFA
SS&H Financial Advisors
Troy,
Michigan
| USD 17.6 M | +USD 17.1 M | 11 | 4.49% | Nuevas |
|
| 2000 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 17.5 M | +USD 3.53 M | 3 | 1.36% | Aumentadas |
|