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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
Essex LLC
Deer Park,
Illinois
| USD 17.2 M | -USD 1.79 M | 7 | 2.6% | Reducidas |
|
| 2027 |
John G. Ullman & Associates
Corning,
New York
| USD 17.1 M | -USD 234 k | 6 | 2.08% | Reducidas |
|
| 2028 |
Register Financial Advisors
Atlanta,
Georgia
| USD 17.1 M | -USD 514 k | 10 | 5.26% | Reducidas |
|
| 2029 |
SG Capital Management
Chicago,
Illinois
| USD 17.1 M | +USD 3.3 M | 2 | 1.41% | Aumentadas |
|
| 2030 |
Regal Investment Advisors
Kentwood,
Michigan
| USD 17.1 M | +USD 2.03 M | 16 | 0.89% | Aumentadas |
|
| 2031 |
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 17.1 M | +USD 3.77 M | 11 | 1.97% | Aumentadas |
|
| 2032 |
Everhart Financial Group
Dublin,
Ohio
| USD 17 M | -USD 1.72 M | 13 | 1.09% | Reducidas |
|
| 2033 |
ARG
Advisory Resource Group
Tulsa,
Oklahoma
| USD 17 M | +USD 1.32 M | 6 | 2.56% | Aumentadas |
|
| 2034 |
McDonald Partners
Cleveland,
Ohio
| USD 17 M | -USD 8.09 M | 18 | 4.13% | Reducidas |
|
| 2035 |
Coastline Trust
Providence,
Rhode Island
| USD 17 M | -USD 2.41 M | 13 | 1.51% | Reducidas |
|
| 2036 |
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 17 M | +USD 119 k | 4 | 2.53% | Aumentadas |
|
| 2037 |
Magnus Financial Group
New York
| USD 17 M | +USD 1.47 M | 13 | 1.2% | Aumentadas |
|
| 2038 |
Security National Bank
Omaha,
Nebraska
| USD 17 M | +USD 229 k | 8 | 2.02% | Aumentadas |
|
| 2039 |
Private Advisory Group
Redmond,
Washington
| USD 16.9 M | +USD 3.95 M | 9 | 0.91% | Aumentadas |
|
| 2040 |
Main Street Financial Solutions
Newtown,
Pennsylvania
| USD 16.9 M | +USD 3.64 M | 16 | 1.08% | Aumentadas |
|
| 2041 |
KWMG LLC
Overland Park,
Kansas
| USD 16.9 M | +USD 244 k | 4 | 1.22% | Aumentadas |
|
| 2042 |
Arrow Capital Management
New York
| USD 16.9 M | +USD 37.7 k | 2 | 9.35% | Aumentadas |
|
| 2043 |
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| USD 16.9 M | +USD 702 k | 60 | 1.15% | Aumentadas |
|
| 2044 |
Summitry LLC
Foster City,
California
| USD 16.8 M | -USD 12.9 M | 12 | 0.55% | Reducidas |
|
| 2045 |
Bull Harbor Capital
Bethesda,
Maryland
| USD 16.8 M | +USD 1.78 M | 21 | 3.28% | Aumentadas |
|
| 2046 |
MMBG Investment Advisors
Miami,
Florida
| USD 16.8 M | +USD 7.32 M | 6 | 1.33% | Aumentadas |
|
| 2047 |
Jeppson Wealth Management
Manhattan Beach,
California
| USD 16.8 M | -USD 878 k | 7 | 4.96% | Reducidas |
|
| 2048 |
Palliser Capital (UK)
London,
United Kingdom
| USD 16.8 M | +USD 16.7 M | 3 | 9.03% | Nuevas |
|
| 2049 |
Inspire Advisors
Meridian,
Idaho
| USD 16.8 M | +USD 1.14 M | 20 | 1.17% | Aumentadas |
|
| 2050 |
Old Mission Capital
Chicago,
Illinois
| USD 16.7 M | +USD 11.9 M | 8 | 0.27% | Aumentadas |
|