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 | |
|---|---|---|---|---|---|---|---|
| 2001 |
CCM Investment Advisers
Columbia,
South Carolina
| USD 17.5 M | +USD 3.53 M | 3 | 1.36% | Aumentadas |
|
| 2002 |
Hendley & Co
Zanesville,
Ohio
| USD 17.5 M | +USD 952 k | 4 | 6.21% | Aumentadas |
|
| 2003 |
Beacon Financial Group
Dallas,
Texas
| USD 17.5 M | +USD 1.92 M | 10 | 1.59% | Aumentadas |
|
| 2004 |
Advyzon Investment Management
Lisle,
Illinois
| USD 17.5 M | +USD 1.66 M | 20 | 1.27% | Aumentadas |
|
| 2005 |
Cigna Investments
Bloomfield,
Connecticut
| USD 17.5 M | -USD 610 k | 17 | 2.26% | Reducidas |
|
| 2006 |
Avior Wealth Management
Omaha,
Nebraska
| USD 17.4 M | -USD 15.4 M | 13 | 0.46% | Reducidas |
|
| 2007 |
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| USD 17.4 M | +USD 923 k | 8 | 2.59% | Aumentadas |
|
| 2008 |
TriCert Investment Counsel
Waterloo,
| USD 17.4 M | +USD 16.8 M | 1 | 1.62% | Nuevas |
|
| 2009 |
MidFirst Bank
Oklahoma City,
Oklahoma
| USD 17.4 M | +USD 74.2 k | 22 | 1.23% | Aumentadas |
|
| 2010 |
Cambridge Financial Group
Columbus,
Ohio
| USD 17.4 M | +USD 1.22 M | 2 | 6.05% | Aumentadas |
|
| 2011 |
InceptionR
Lafayette,
California
| USD 17.4 M | +USD 1.13 M | 23 | 4.27% | Aumentadas |
|
| 2012 |
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 17.4 M | +USD 4.21 M | 5 | 1.26% | Aumentadas |
|
| 2013 |
Gryphon Financial Partners
Columbus,
Ohio
| USD 17.4 M | +USD 320 k | 13 | 1.53% | Aumentadas |
|
| 2014 |
Joel Isaacson & Co
New York
| USD 17.4 M | +USD 861 k | 9 | 0.5% | Aumentadas |
|
| 2015 |
Premier Fund Managers
Guildford,
United Kingdom
| USD 17.3 M | +USD 5.75 M | 3 | 1.57% | Aumentadas |
|
| 2016 |
Highland Peak Capital
Old Greenwich,
Connecticut
| USD 17.3 M | +USD 16.2 M | 1 | 5.04% | Nuevas |
|
| 2017 |
AMI Asset Management
Los Angeles,
California
| USD 17.3 M | +USD 15.6 M | 4 | 1% | Aumentadas |
|
| 2018 |
Matrix Asset Advisors
White Plains,
New York
| USD 17.3 M | +USD 158 k | 2 | 1.4% | Aumentadas |
|
| 2019 |
Obion Capital Management
Miami,
Florida
| USD 17.2 M | -USD 2.58 M | 3 | 14.65% | Reducidas |
|
| 2020 |
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| USD 17.2 M | +USD 1.2 M | 9 | 2.88% | Aumentadas |
|
| 2021 |
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
| USD 17.2 M | -USD 1.07 M | 11 | 1.41% | Reducidas |
|
| 2022 |
Checchi Capital Advisers
Beverly Hills,
California
| USD 17.2 M | -USD 753 k | 16 | 0.78% | Reducidas |
|
| 2023 |
Portfolio Design Labs
Encino,
California
| USD 17.2 M | +USD 3.87 M | 10 | 2.82% | Aumentadas |
|
| 2024 |
Trivium Point Advisory
Westport,
Connecticut
| USD 17.2 M | +USD 9.15 M | 12 | 1.56% | Aumentadas |
|
| 2025 |
Headlands Technologies
Chicago,
Illinois
| USD 17.2 M | -USD 4.36 M | 16 | 1.82% | Reducidas |
|