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 | |
|---|---|---|---|---|---|---|---|
| 2226 |
Broad Run Investment Management
Arlington,
Virginia
| USD 14.4 M | USD 0 | 1 | 2.21% | Mantenido |
|
| 2227 |
Anderson Hoagland & Co
St Louis,
Missouri
| USD 14.4 M | -USD 9.08 k | 1 | 1.13% | Reducidas |
|
| 2228 |
Bank of Hawaii
Honolulu,
Hawaii
| USD 14.3 M | +USD 2.21 M | 8 | 0.71% | Aumentadas |
|
| 2229 |
Princeton Capital Management
Red Bank,
New Jersey
| USD 14.3 M | +USD 247 k | 5 | 3.23% | Aumentadas |
|
| 2230 |
S.E.E.D. Planning Group
Binghamton,
New York
| USD 14.3 M | +USD 2.42 M | 3 | 3.78% | Aumentadas |
|
| 2231 |
Isthmus Partners
Madison,
Wisconsin
| USD 14.3 M | -USD 9.09 M | 7 | 1.38% | Reducidas |
|
| 2232 |
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 14.3 M | +USD 16.7 M | 1 | 0.76% | Nuevas |
|
| 2233 |
TWP
Tyche Wealth Partners
Plano,
Texas
| USD 14.3 M | +USD 1.3 M | 13 | 2.01% | Aumentadas |
|
| 2234 |
Essex Savings Bank
Essex,
Connecticut
| USD 14.3 M | +USD 34.7 k | 13 | 3.09% | Aumentadas |
|
| 2235 |
Rayburn West Financial Services
Nashville,
Tennessee
| USD 14.3 M | +USD 2.19 M | 3 | 7.88% | Aumentadas |
|
| 2236 |
Connable Office Inc
Kalamazoo,
Michigan
| USD 14.3 M | -USD 474 k | 10 | 1.26% | Reducidas |
|
| 2237 |
Terra Nova Asset Management
New York
| USD 14.3 M | -USD 1.04 M | 9 | 8.75% | Reducidas |
|
| 2238 |
Banyan Capital Management
Atlanta,
Georgia
| USD 14.3 M | -USD 1.29 M | 2 | 6.2% | Reducidas |
|
| 2239 |
TCI Wealth Advisors
Tucson,
Arizona
| USD 14.3 M | -USD 250 k | 8 | 0.62% | Reducidas |
|
| 2240 |
Framtiden Holdings Management
Chicago,
Illinois
| USD 14.2 M | USD 0 | 1 | 8.62% | Mantenido |
|
| 2241 |
Resolute Capital Asset Partners
Denver,
Colorado
| USD 14.2 M | +USD 2.16 M | 4 | 6.05% | Aumentadas |
|
| 2242 |
Lafayette Investments
Ashton,
Maryland
| USD 14.2 M | -USD 16.6 k | 6 | 2.61% | Reducidas |
|
| 2243 |
Guardian Partners
Toronto,
Canada
| USD 14.1 M | -USD 1.04 M | 12 | 1.28% | Reducidas |
|
| 2244 |
AlTi Global
New York
| USD 14.1 M | -USD 578 k | 14 | 0.29% | Reducidas |
|
| 2245 |
Independent Solutions Wealth Management
Williamsville,
New York
| USD 14.1 M | -USD 167 k | 7 | 1.83% | Reducidas |
|
| 2246 |
Counterpoint Mutual Funds
San Diego,
California
| USD 14.1 M | -USD 2.46 M | 11 | 1.4% | Reducidas |
|
| 2247 |
AMCA
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 14.1 M | +USD 519 k | 4 | 2.2% | Aumentadas |
|
| 2248 |
SWK
Stephen W. Kidder
| USD 14.1 M | -USD 237 k | 3 | 3.56% | Reducidas |
|
| 2249 |
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 14.1 M | +USD 3.27 M | 4 | 3.26% | Aumentadas |
|
| 2250 |
Iowa State Bank
Urbandale,
Iowa
| USD 14.1 M | +USD 41.9 k | 3 | 2.35% | Aumentadas |
|