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 | |
|---|---|---|---|---|---|---|---|
| 2051 |
Stenger Family Office
Naperville,
Illinois
| USD 16.7 M | +USD 2.47 M | 7 | 2.65% | Aumentadas |
|
| 2052 |
Elk River Wealth Management
Denver,
Colorado
| USD 16.7 M | -USD 1.27 M | 6 | 2.66% | Reducidas |
|
| 2053 |
Saba Capital Management
New York
| USD 16.7 M | -USD 5.41 M | 4 | 0.43% | Reducidas |
|
| 2054 |
Cullen Investment Group
Lafayette,
Louisiana
| USD 16.7 M | +USD 242 k | 7 | 2.02% | Aumentadas |
|
| 2055 |
Ararat Capital Management
Westport,
Connecticut
| USD 16.6 M | +USD 12.6 M | 1 | 7.8% | Nuevas |
|
| 2056 |
Parcion Private Wealth
Bellevue,
Washington
| USD 16.6 M | -USD 5.09 M | 16 | 0.92% | Reducidas |
|
| 2057 |
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 16.5 M | +USD 327 k | 10 | 0.88% | Aumentadas |
|
| 2058 |
FP
FFG Partners
Fort Lauderdale,
Florida
| USD 16.5 M | -USD 160 k | 1 | 4.69% | Reducidas |
|
| 2059 |
Moody Aldrich Partners
Marblehead,
Massachusetts
| USD 16.5 M | +USD 5.22 M | 9 | 2.97% | Aumentadas |
|
| 2060 |
Lyell Wealth Management
Menlo Park,
California
| USD 16.5 M | +USD 677 k | 8 | 1.01% | Aumentadas |
|
| 2061 |
Valmark Advisers
Akron,
Ohio
| USD 16.5 M | +USD 800 k | 13 | 0.17% | Aumentadas |
|
| 2062 |
Rench Wealth Management
Denton,
Texas
| USD 16.4 M | -USD 42.7 k | 4 | 4.42% | Reducidas |
|
| 2063 |
White Pine Capital
Bloomington,
Minnesota
| USD 16.4 M | +USD 828 k | 10 | 3.89% | Aumentadas |
|
| 2064 |
Versant Capital Management
Phoenix,
Arizona
| USD 16.4 M | -USD 2.57 M | 59 | 1.47% | Reducidas |
|
| 2065 |
Perennial Advisors
New York
| USD 16.4 M | -USD 4.09 M | 7 | 2.53% | Reducidas |
|
| 2066 |
Kirr Marbach & Co
Columbus,
Indiana
| USD 16.4 M | +USD 635 k | 1 | 2.76% | Aumentadas |
|
| 2067 |
X-Square Capital
Guaynabo,
Puerto Rico
| USD 16.4 M | +USD 3.32 M | 10 | 4.16% | Aumentadas |
|
| 2068 |
Keel Point
Huntsville,
Alabama
| USD 16.4 M | +USD 629 k | 15 | 0.97% | Aumentadas |
|
| 2069 |
Cane Capital Partners
Saint Francisville,
Louisiana
| USD 16.4 M | +USD 7.82 M | 10 | 6.48% | Aumentadas |
|
| 2070 |
JT Stratford LLC
Gainesville,
Georgia
| USD 16.4 M | +USD 690 k | 13 | 1.79% | Aumentadas |
|
| 2071 |
West Wealth Group
Irvine,
California
| USD 16.3 M | +USD 3.59 M | 8 | 2.67% | Aumentadas |
|
| 2072 |
JLB & Associates
Plymouth,
Michigan
| USD 16.3 M | +USD 276 k | 2 | 2.18% | Aumentadas |
|
| 2073 |
PTB
Pioneer Trust Bank
Salem,
Oregon
| USD 16.3 M | +USD 1.22 M | 7 | 3.7% | Aumentadas |
|
| 2074 |
AlphaGrep UK
London,
| USD 16.3 M | +USD 977 k | 30 | 4.84% | Aumentadas |
|
| 2075 |
North Star Investment Management
Chicago,
Illinois
| USD 16.3 M | +USD 2.01 M | 36 | 0.88% | Aumentadas |
|