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 | |
|---|---|---|---|---|---|---|---|
| 2076 |
Dorsey Wright & Associates
Pasadena,
California
| USD 16.2 M | -USD 36.4 M | 5 | 2.76% | Reducidas |
|
| 2077 |
III
Independent Investors Inc
Nesconset,
New York
| USD 16.2 M | -USD 3.98 M | 5 | 3.1% | Reducidas |
|
| 2078 |
Think Investments
San Francisco,
California
| USD 16.2 M | +USD 14 M | 1 | 1.91% | Nuevas |
|
| 2079 |
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 16.1 M | +USD 118 k | 11 | 4.98% | Aumentadas |
|
| 2080 |
Gateway Wealth Partners
Appleton,
Wisconsin
| USD 16.1 M | -USD 10.2 M | 14 | 0.97% | Reducidas |
|
| 2081 |
BNC Wealth Management
Beaverton,
Oregon
| USD 16.1 M | -USD 2.71 M | 5 | 3.89% | Reducidas |
|
| 2082 |
Ellsworth Advisors
Hudson,
Ohio
| USD 16.1 M | +USD 2.58 M | 8 | 2.64% | Aumentadas |
|
| 2083 |
Ironwood Investment Counsel
Scottsdale,
Arizona
| USD 16.1 M | -USD 243 k | 10 | 2.11% | Reducidas |
|
| 2084 |
Ithaka Group
Arlington,
Virginia
| USD 16.1 M | +USD 7.11 M | 3 | 2.92% | Aumentadas |
|
| 2085 |
Zions Bancorporation, National Association
Salt Lake City,
Utah
| USD 16.1 M | -USD 2.13 M | 50 | 0.96% | Reducidas |
|
| 2086 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 16.1 M | +USD 2.29 M | 6 | 1.52% | Aumentadas |
|
| 2087 |
Westpac Banking Corp
Sydney,
Australia
| USD 16 M | -USD 223 k | 19 | 0.99% | Reducidas |
|
| 2088 |
TW
Titan Wealth
St Peter Port,
| USD 16 M | -USD 3.78 M | 4 | 5.95% | Reducidas |
|
| 2089 |
Thompson Investment Management
Madison,
Wisconsin
| USD 16 M | -USD 4.49 k | 12 | 1.84% | Reducidas |
|
| 2090 |
Alpine Woods Capital Investors
Purchase,
New York
| USD 16 M | +USD 1.85 M | 6 | 3.48% | Aumentadas |
|
| 2091 |
Morgens Waterfall Vintiadis & Co
New York
| USD 16 M | USD 0 | 2 | 12.2% | Mantenido |
|
| 2092 |
Koshinski Asset Management
Decatur,
Illinois
| USD 16 M | +USD 2.16 M | 19 | 0.85% | Aumentadas |
|
| 2093 |
Condor Capital Management
Martinsville,
New Jersey
| USD 16 M | +USD 1.37 M | 4 | 1.2% | Aumentadas |
|
| 2094 |
Hilltop Holdings
Dallas,
Texas
| USD 15.9 M | -USD 1.72 M | 19 | 1.24% | Reducidas |
|
| 2095 |
GeoWealth Management
Chicago,
Illinois
| USD 15.9 M | +USD 592 k | 22 | 0.5% | Aumentadas |
|
| 2096 |
Platform Technology Partners
New York
| USD 15.9 M | +USD 937 k | 13 | 2.61% | Aumentadas |
|
| 2097 |
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 15.9 M | +USD 2.66 M | 14 | 1.49% | Aumentadas |
|
| 2098 |
Secure Asset Management
Troy,
Michigan
| USD 15.9 M | +USD 513 k | 11 | 2.23% | Aumentadas |
|
| 2099 |
Manhattan West Asset Management
Los Angeles,
California
| USD 15.9 M | +USD 4.4 M | 9 | 2.66% | Aumentadas |
|
| 2100 |
SageView Advisory Group
Newport Beach,
California
| USD 15.9 M | -USD 495 k | 18 | 0.52% | Reducidas |
|