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 | |
|---|---|---|---|---|---|---|---|
| 2176 |
CNA Financial
Chicago,
Illinois
| USD 14.9 M | +USD 12.5 M | 1 | 6.26% | Nuevas |
|
| 2177 |
Old North State Wealth Management
Wilmington,
North Carolina
| USD 14.9 M | +USD 1.02 M | 8 | 6.38% | Aumentadas |
|
| 2178 |
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 14.9 M | +USD 2.09 M | 4 | 1.49% | Aumentadas |
|
| 2179 |
Advisory Alpha
Holland,
Michigan
| USD 14.9 M | +USD 2.61 M | 16 | 0.37% | Aumentadas |
|
| 2180 |
GSC
Ground Swell Capital
Folly Beach,
South Carolina
| USD 14.9 M | +USD 13.8 M | 3 | 16.09% | Aumentadas |
|
| 2181 |
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 14.9 M | +USD 611 k | 10 | 2.33% | Aumentadas |
|
| 2182 |
Nierenberg Investment Management Company
Camas,
Washington
| USD 14.9 M | USD 0 | 4 | 7.39% | Mantenido |
|
| 2183 |
Left Brain Wealth Management
Naperville,
Illinois
| USD 14.9 M | -USD 5.73 M | 6 | 4.49% | Reducidas |
|
| 2184 |
Roman Butler Fullerton & Co
St Louis,
Missouri
| USD 14.9 M | +USD 345 k | 12 | 3.55% | Aumentadas |
|
| 2185 |
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 14.9 M | +USD 983 k | 10 | 1.46% | Aumentadas |
|
| 2186 |
Weybosset Research & Management
Province,
Rhode Island
| USD 14.9 M | +USD 30.8 k | 1 | 3.9% | Aumentadas |
|
| 2187 |
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 14.8 M | USD 0 | 3 | 4.12% | Mantenido |
|
| 2188 |
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 14.8 M | +USD 459 k | 16 | 0.78% | Aumentadas |
|
| 2189 |
South Street Advisors
New York
| USD 14.8 M | -USD 78.9 k | 2 | 1.93% | Reducidas |
|
| 2190 |
Optimize Financial
Laguna Hills,
California
| USD 14.8 M | -USD 43.6 k | 13 | 5.32% | Reducidas |
|
| 2191 |
Sound Capital Solutions
Naples,
Florida
| USD 14.8 M | +USD 13.1 M | 13 | 3.46% | Nuevas |
|
| 2192 |
Physicians Financial Services
Raleigh,
North Carolina
| USD 14.8 M | -USD 247 k | 7 | 3.69% | Reducidas |
|
| 2193 |
WG
Wealth Group
Raleigh,
North Carolina
| USD 14.8 M | +USD 10.4 M | 7 | 3.69% | Aumentadas |
|
| 2194 |
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 14.8 M | +USD 556 k | 4 | 1.54% | Aumentadas |
|
| 2195 |
Institute for Wealth Management
Denver,
Colorado
| USD 14.8 M | -USD 198 k | 30 | 1.3% | Reducidas |
|
| 2196 |
PK
Pflug Koory
Omaha,
Nebraska
| USD 14.8 M | +USD 92.2 k | 11 | 5.9% | Aumentadas |
|
| 2197 |
Tompkins Financial
Ithaca,
New York
| USD 14.8 M | -USD 12 M | 12 | 1.03% | Reducidas |
|
| 2198 |
Clarkston Capital Partners
Rochester,
Michigan
| USD 14.7 M | -USD 10.5 M | 2 | 1.25% | Reducidas |
|
| 2199 |
Keebeck Wealth Management
Chicago,
Illinois
| USD 14.7 M | +USD 1.09 M | 14 | 1.44% | Aumentadas |
|
| 2200 |
Firsthand Capital Management
San Jose,
California
| USD 14.7 M | +USD 6.34 M | 10 | 23.54% | Aumentadas |
|