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 | |
|---|---|---|---|---|---|---|---|
| 2351 |
Brown Capital Management
Baltimore,
Maryland
| USD 12.8 M | +USD 7.81 M | 3 | 2.56% | Aumentadas |
|
| 2352 |
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 12.8 M | -USD 815 k | 4 | 0.97% | Reducidas |
|
| 2353 |
Invenomic Capital Management
Boston,
Massachusetts
| USD 12.8 M | +USD 12.9 M | 1 | 0.76% | Nuevas |
|
| 2354 |
Welch Financial Planning
Boulder,
Colorado
| USD 12.8 M | -USD 129 k | 1 | 7.43% | Reducidas |
|
| 2355 |
PDS Planning
Dublin,
Ohio
| USD 12.7 M | +USD 1.29 M | 18 | 0.74% | Aumentadas |
|
| 2356 |
Aviso Wealth Management
Bellevue,
Washington
| USD 12.7 M | +USD 169 k | 10 | 4.34% | Aumentadas |
|
| 2357 |
BG
Bollard Group
Boston,
Massachusetts
| USD 12.7 M | -USD 406 k | 8 | 0.39% | Reducidas |
|
| 2358 |
True North Advisors
Dallas,
Texas
| USD 12.7 M | -USD 1.11 M | 7 | 1.22% | Reducidas |
|
| 2359 |
IIA
IPG Investment Advisors
San Diego,
California
| USD 12.7 M | -USD 5.9 M | 6 | 1.83% | Reducidas |
|
| 2360 |
Founders Financial Securities
Towson,
Maryland
| USD 12.7 M | -USD 966 k | 12 | 0.65% | Reducidas |
|
| 2361 |
Mitchell Capital Management
Leawood,
Kansas
| USD 12.7 M | -USD 989 k | 5 | 1.93% | Reducidas |
|
| 2362 |
Palmer Knight Company
Jacksonville,
Florida
| USD 12.7 M | +USD 4.41 M | 3 | 4.89% | Aumentadas |
|
| 2363 |
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| USD 12.7 M | -USD 2.6 M | 18 | 0.42% | Reducidas |
|
| 2364 |
Adapt Investment Managers
Geneva,
Switzerland
| USD 12.7 M | +USD 14.8 M | 1 | 0.1% | Aumentadas |
|
| 2365 |
Zhang Financial
Portage,
Michigan
| USD 12.7 M | +USD 1.11 M | 11 | 0.37% | Aumentadas |
|
| 2366 |
denkapparat Operations
Berlin,
Germany
| USD 12.6 M | +USD 3.66 M | 16 | 4.13% | Aumentadas |
|
| 2367 |
Snider Financial Group
Bellevue,
Washington
| USD 12.6 M | +USD 834 k | 5 | 3.21% | Aumentadas |
|
| 2368 |
Wealth Advisors of Tampa Bay
Tampa,
Florida
| USD 12.6 M | +USD 541 k | 4 | 3.86% | Aumentadas |
|
| 2369 |
Opal Capital
Boca Raton,
Florida
| USD 12.6 M | +USD 8.75 M | 4 | 2.25% | Aumentadas |
|
| 2370 |
Longfellow Investment Management
Boston,
Massachusetts
| USD 12.6 M | +USD 5.31 M | 9 | 2.57% | Aumentadas |
|
| 2371 |
Udine Wealth Management
Boca Raton,
Florida
| USD 12.6 M | +USD 784 k | 4 | 5.17% | Aumentadas |
|
| 2372 |
DRH Investments
Thousand Oaks,
California
| USD 12.5 M | +USD 12.2 k | 2 | 9.93% | Aumentadas |
|
| 2373 |
Nikulski Financial
Bettendorf,
Iowa
| USD 12.5 M | +USD 936 k | 6 | 2.71% | Aumentadas |
|
| 2374 |
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 12.5 M | +USD 3 M | 1 | 3.63% | Aumentadas |
|
| 2375 |
LWMM
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 12.5 M | -USD 6.2 M | 5 | 3.22% | Reducidas |
|