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 | |
|---|---|---|---|---|---|---|---|
| 2126 |
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 15.6 M | +USD 78.7 k | 12 | 4.21% | Aumentadas |
|
| 2127 |
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 15.6 M | -USD 167 k | 13 | 0.33% | Reducidas |
|
| 2128 |
Sycale Advisors
New York
| USD 15.6 M | -USD 9.8 M | 2 | 4.78% | Reducidas |
|
| 2129 |
Headwater Capital
Hong Kong,
China
| USD 15.6 M | +USD 16.7 M | 1 | 3.11% | Nuevas |
|
| 2130 |
Trust Company of Kansas
Wichita,
Kansas
| USD 15.6 M | -USD 823 k | 3 | 7.99% | Reducidas |
|
| 2131 |
Heritage Trust
Oklahoma City,
Oklahoma
| USD 15.6 M | +USD 3.97 M | 8 | 1.35% | Aumentadas |
|
| 2132 |
AMJ Financial Wealth Management
Leesburg,
Virginia
| USD 15.5 M | USD 0 | 6 | 3.66% | Mantenido |
|
| 2133 |
Round Rock Advisors
Wilton,
Connecticut
| USD 15.5 M | -USD 458 k | 17 | 2% | Reducidas |
|
| 2134 |
Sarasin & Partners
London,
United Kingdom
| USD 15.5 M | +USD 17 M | 1 | 0.18% | Nuevas |
|
| 2135 |
WESPAC Advisors SoCal
Pasadena,
California
| USD 15.5 M | +USD 1.42 M | 4 | 2.77% | Aumentadas |
|
| 2136 |
Alphadyne Asset Management
New York
| USD 15.5 M | -USD 24.8 M | 7 | 0.15% | Reducidas |
|
| 2137 |
VCM
Violich Capital Management
San Francisco,
California
| USD 15.5 M | -USD 1.46 M | 7 | 1.68% | Reducidas |
|
| 2138 |
Asset Planning Inc
Cypress,
California
| USD 15.4 M | -USD 142 k | 16 | 9.99% | Reducidas |
|
| 2139 |
James Investment Research
Alpha,
Ohio
| USD 15.4 M | +USD 645 k | 10 | 1.57% | Aumentadas |
|
| 2140 |
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 15.4 M | -USD 1.36 M | 3 | 2.79% | Reducidas |
|
| 2141 |
Mayflower Financial Advisors
Boston,
Massachusetts
| USD 15.4 M | -USD 2.12 M | 14 | 1.33% | Reducidas |
|
| 2142 |
MS
Madden Securities
Dallas,
Texas
| USD 15.4 M | +USD 1.31 M | 8 | 4.27% | Aumentadas |
|
| 2143 |
Waddell & Associates
Memphis,
Tennessee
| USD 15.3 M | +USD 1.87 M | 20 | 0.76% | Aumentadas |
|
| 2144 |
AGP Franklin
Franklin,
Tennessee
| USD 15.3 M | -USD 273 k | 6 | 6.65% | Reducidas |
|
| 2145 |
Tran Capital Management
San Rafael,
California
| USD 15.3 M | -USD 3.71 M | 1 | 1.76% | Reducidas |
|
| 2146 |
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 15.3 M | +USD 602 k | 9 | 6.55% | Aumentadas |
|
| 2147 |
Carmel Capital Management
Carmel,
California
| USD 15.3 M | +USD 64.2 k | 1 | 3.35% | Aumentadas |
|
| 2148 |
Westbourne Investments
Alexandria,
Virginia
| USD 15.3 M | -USD 531 k | 3 | 6.23% | Reducidas |
|
| 2149 |
Raub Brock Capital Management
Larkspur,
California
| USD 15.3 M | -USD 3.85 M | 1 | 4.2% | Reducidas |
|
| 2150 |
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 15.3 M | -USD 4.76 M | 1 | 3.26% | Reducidas |
|