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 | |
|---|---|---|---|---|---|---|---|
| 2251 |
GLOBALT Investments
Atlanta,
Georgia
| USD 14.1 M | -USD 382 k | 7 | 0.47% | Reducidas |
|
| 2252 |
First Dallas Securities
Dallas,
Texas
| USD 14.1 M | +USD 3.43 M | 8 | 4.65% | Aumentadas |
|
| 2253 |
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| USD 14.1 M | +USD 7.29 M | 11 | 0.68% | Aumentadas |
|
| 2254 |
Dover Advisors
Richmond,
Virginia
| USD 14.1 M | +USD 1.52 M | 9 | 5.75% | Aumentadas |
|
| 2255 |
V-Square Quantitative Management
Chicago,
Illinois
| USD 14 M | +USD 1.12 M | 21 | 1.33% | Aumentadas |
|
| 2256 |
FIM
FWL Investment Management
Dallas,
Texas
| USD 14 M | -USD 5.44 M | 14 | 2.57% | Reducidas |
|
| 2257 |
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 14 M | +USD 1.53 M | 3 | 7.13% | Aumentadas |
|
| 2258 |
Fisher Funds Management
Auckland,
New Zealand
| USD 14 M | -USD 759 k | 1 | 0.4% | Reducidas |
|
| 2259 |
Capital City Trust
Tallahassee,
Florida
| USD 14 M | +USD 19.3 k | 5 | 2.9% | Aumentadas |
|
| 2260 |
Matthew Goff Investment Advisor
Houston,
Texas
| USD 14 M | -USD 10.4 M | 2 | 2.36% | Reducidas |
|
| 2261 |
Holderness Investments Company
Greensboro,
North Carolina
| USD 13.9 M | -USD 44 k | 11 | 2.33% | Reducidas |
|
| 2262 |
ACM
Ariose Capital Management
Central, Hong Kong,
Hong Kong
| USD 13.9 M | +USD 14.9 M | 1 | 5.95% | Nuevas |
|
| 2263 |
Clayton Partners
Berkeley,
California
| USD 13.9 M | +USD 3.75 M | 4 | 9.16% | Aumentadas |
|
| 2264 |
Parnassus Investments
San Francisco,
California
| USD 13.9 M | +USD 3.06 M | 1 | 0.04% | Aumentadas |
|
| 2265 |
BCH
Berkshire Capital Holdings
San Jose,
California
| USD 13.9 M | +USD 1.11 M | 5 | 3.01% | Aumentadas |
|
| 2266 |
WealthShield Partners
Cary,
North Carolina
| USD 13.9 M | -USD 1.07 M | 7 | 2.12% | Reducidas |
|
| 2267 |
Miramontes Capital
Newport,
California
| USD 13.9 M | +USD 880 k | 9 | 4.32% | Aumentadas |
|
| 2268 |
Scarborough Advisors
Annapolis,
Maryland
| USD 13.9 M | -USD 5.8 M | 5 | 1.59% | Reducidas |
|
| 2269 |
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 13.9 M | +USD 228 k | 3 | 3.5% | Aumentadas |
|
| 2270 |
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 13.8 M | +USD 159 k | 9 | 1.56% | Aumentadas |
|
| 2271 |
First Bankers Trust
Louisville,
Kentucky
| USD 13.8 M | -USD 82.8 k | 12 | 4.3% | Reducidas |
|
| 2272 |
Covenant Asset Management
Chester,
New Jersey
| USD 13.8 M | -USD 3.08 M | 8 | 2.32% | Reducidas |
|
| 2273 |
Ninety One
Cape Town,
South Africa
| USD 13.8 M | -USD 1.93 M | 2 | 0.75% | Reducidas |
|
| 2274 |
Angeles Wealth Management
Santa Monica,
California
| USD 13.8 M | +USD 720 k | 15 | 0.63% | Aumentadas |
|
| 2275 |
Berger Financial Group
Plymouth,
Minnesota
| USD 13.8 M | -USD 5.43 M | 10 | 0.7% | Reducidas |
|