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 | |
|---|---|---|---|---|---|---|---|
| 2326 |
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 13.2 M | -USD 374 k | 8 | 2.64% | Reducidas |
|
| 2327 |
McRae Capital Management
Morristown,
New Jersey
| USD 13.1 M | +USD 9.7 M | 4 | 2.58% | Aumentadas |
|
| 2328 |
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 13.1 M | -USD 262 k | 7 | 1.9% | Reducidas |
|
| 2329 |
Signal Advisors Wealth
Detroit,
Michigan
| USD 13.1 M | +USD 2.69 M | 14 | 0.66% | Aumentadas |
|
| 2330 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 13.1 M | +USD 1.41 M | 10 | 2.23% | Aumentadas |
|
| 2331 |
Taikang Asset Management (HK)
Hong Kong
| USD 13.1 M | +USD 13.9 M | 1 | 1.19% | Nuevas |
|
| 2332 |
Azzad Asset Management
Falls Church,
Virginia
| USD 13 M | -USD 2.67 M | 3 | 1.16% | Reducidas |
|
| 2333 |
Consolidated Investment Group
Englewood,
Colorado
| USD 13 M | +USD 4.67 M | 4 | 1.13% | Aumentadas |
|
| 2334 |
Aprio Wealth Management
Atlanta,
Georgia
| USD 13 M | -USD 158 k | 14 | 0.64% | Reducidas |
|
| 2335 |
Horst & Graben Wealth Management
Portland,
Oregon
| USD 13 M | +USD 2.89 M | 2 | 1.71% | Aumentadas |
|
| 2336 |
Hazlett, Burt & Watson
Wheeling,
West Virginia
| USD 13 M | +USD 208 k | 23 | 3.44% | Aumentadas |
|
| 2337 |
Talon Private Wealth
The Villages,
Florida
| USD 12.9 M | +USD 1.29 M | 7 | 1.51% | Aumentadas |
|
| 2338 |
Hutchinson Capital Management
San Rafael,
California
| USD 12.9 M | +USD 11.2 M | 5 | 2.22% | Aumentadas |
|
| 2339 |
UG Investment Advisers
Taipei,
Taiwan
| USD 12.9 M | +USD 12.9 M | 1 | 12.55% | Nuevas |
|
| 2340 |
Cache Advisors
San Francisco,
California
| USD 12.9 M | +USD 3.03 M | 4 | 1.1% | Aumentadas |
|
| 2341 |
Applied Fundamental Research
Cambridge,
Massachusetts
| USD 12.9 M | +USD 2.29 M | 1 | 15.24% | Aumentadas |
|
| 2342 |
MJP
Michael J. Puzo
| USD 12.9 M | -USD 516 k | 1 | 3.32% | Reducidas |
|
| 2343 |
Capricorn Fund Managers
London,
United Kingdom
| USD 12.9 M | +USD 7.44 M | 2 | 1.01% | Aumentadas |
|
| 2344 |
Westmount Partners
Los Angeles,
California
| USD 12.9 M | -USD 2.7 M | 7 | 2.81% | Reducidas |
|
| 2345 |
Atlantic Investment Management
New York
| USD 12.8 M | -USD 7.41 M | 1 | 6.69% | Reducidas |
|
| 2346 |
Decker Wealth Management LLC
Nashville,
Tennessee
| USD 12.8 M | -USD 332 k | 3 | 2.73% | Reducidas |
|
| 2347 |
O'Domhnaill Enterprises
Cody,
Wyoming
| USD 12.8 M | +USD 3.36 M | 9 | 10.26% | Aumentadas |
|
| 2348 |
SST
S Squared Technology
New York
| USD 12.8 M | +USD 4.54 M | 2 | 3.98% | Aumentadas |
|
| 2349 |
North Point Portfolio Managers
Orange Village,
Ohio
| USD 12.8 M | -USD 689 k | 2 | 2.12% | Reducidas |
|
| 2350 |
Pine Ridge Advisers
New York
| USD 12.8 M | +USD 12.7 M | 1 | 0.77% | Nuevas |
|