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 | |
|---|---|---|---|---|---|---|---|
| 2201 |
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 14.7 M | -USD 893 k | 10 | 3.13% | Reducidas |
|
| 2202 |
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 14.7 M | +USD 21.6 k | 3 | 6.88% | Aumentadas |
|
| 2203 |
Vectors Research Management
New York
| USD 14.7 M | +USD 879 k | 6 | 3.84% | Aumentadas |
|
| 2204 |
TAP
Tounjian Advisory Partners
Fort Myers,
Florida
| USD 14.7 M | +USD 8.72 M | 20 | 6.29% | Aumentadas |
|
| 2205 |
Affinity Wealth Management
Wilmington,
Delaware
| USD 14.7 M | +USD 196 k | 2 | 1.89% | Aumentadas |
|
| 2206 |
EWA LLC
Pittsbugh,
Pennsylvania
| USD 14.7 M | +USD 2.1 M | 11 | 2.68% | Aumentadas |
|
| 2207 |
Naviter Wealth
Little Rock,
Arkansas
| USD 14.7 M | +USD 2.39 M | 8 | 1.33% | Aumentadas |
|
| 2208 |
Linonia Partnership
New York
| USD 14.7 M | USD 0 | 1 | 0.26% | Mantenido |
|
| 2209 |
First Merchants Corp
Muncie,
Indiana
| USD 14.7 M | -USD 11.5 M | 6 | 0.52% | Reducidas |
|
| 2210 |
Beaton Management Company
Haverhill,
Massachusetts
| USD 14.6 M | -USD 1.05 M | 8 | 5.97% | Reducidas |
|
| 2211 |
Camden National Bank
Camden,
Maine
| USD 14.6 M | -USD 1.83 M | 4 | 1.9% | Reducidas |
|
| 2212 |
Bulltick Wealth Management
Miami,
Florida
| USD 14.6 M | +USD 7.47 M | 7 | 2.97% | Aumentadas |
|
| 2213 |
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 14.6 M | -USD 6.61 M | 49 | 1.23% | Reducidas |
|
| 2214 |
Lansdowne Partners (UK)
London,
United Kingdom
| USD 14.6 M | +USD 155 k | 1 | 0.6% | Aumentadas |
|
| 2215 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 14.5 M | +USD 1.32 M | 17 | 0.37% | Aumentadas |
|
| 2216 |
FAS Wealth Partners
Leawood,
Kansas
| USD 14.5 M | +USD 159 k | 9 | 0.76% | Aumentadas |
|
| 2217 |
Auxier Asset Management
Aurora,
Oregon
| USD 14.5 M | -USD 180 k | 8 | 1.95% | Reducidas |
|
| 2218 |
Untitled Investments
New York
| USD 14.5 M | -USD 6.69 M | 1 | 5.64% | Reducidas |
|
| 2219 |
LOM Asset Management
Hamilton,
| USD 14.5 M | +USD 1.55 M | 9 | 3.74% | Aumentadas |
|
| 2220 |
Rice Partnership
Honolulu,
Hawaii
| USD 14.4 M | +USD 65.5 k | 5 | 1.75% | Aumentadas |
|
| 2221 |
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 14.4 M | -USD 418 k | 4 | 0.86% | Reducidas |
|
| 2222 |
CFSG
Community Financial Services Group
Newport,
Vermont
| USD 14.4 M | +USD 4 M | 12 | 2.1% | Aumentadas |
|
| 2223 |
Grizzlyrock Capital
Chicago,
Illinois
| USD 14.4 M | -USD 599 k | 2 | 10.08% | Reducidas |
|
| 2224 |
Buck Wealth Strategies
Denver,
Colorado
| USD 14.4 M | +USD 1.97 M | 20 | 1.51% | Aumentadas |
|
| 2225 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 14.4 M | +USD 357 k | 5 | 2.87% | Aumentadas |
|