Alcohol
Las cerveceras, destilerías y vinícolas venden marcas con una larga trayectoria y un poder de fijación de precios constante. Los volúmenes se mantienen estables en los mercados maduros, así que el crecimiento debe venir de productos premium y de otros más recientes.
24 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 26 |
Northern Trust
Chicago,
Illinois
| USD 443 M | -USD 12.1 M | 12 | 0.05% | Reducidas |
|
| 27 |
Harris Associates
Chicago,
Illinois
| USD 431 M | -USD 20.3 M | 2 | 0.57% | Reducidas |
|
| 28 |
Norges Bank
Oslo,
Norway
| USD 405 M | +USD 431 M | 6 | 0.04% | Nuevas |
|
| 29 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 384 M | +USD 87 M | 1 | 1.32% | Aumentadas |
|
| 30 |
Bank of New York Mellon
New York
| USD 379 M | -USD 21.6 M | 9 | 0.06% | Reducidas |
|
| 31 |
BNP Paribas Financial Markets
Paris,
France
| USD 370 M | +USD 253 M | 12 | 0.13% | Aumentadas |
|
| 32 |
LSV Asset Management
Chicago,
Illinois
| USD 342 M | +USD 20.1 M | 3 | 0.62% | Aumentadas |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 336 M | -USD 24.2 M | 10 | 0.1% | Reducidas |
|
| 34 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 335 M | +USD 93.3 M | 2 | 0.98% | Aumentadas |
|
| 35 |
JP Morgan Chase
New York
| USD 312 M | -USD 29.2 M | 13 | 0.02% | Reducidas |
|
| 36 |
Jane Street
New York
| USD 305 M | +USD 183 M | 10 | 0.03% | Aumentadas |
|
| 37 |
Millennium Management
New York
| USD 303 M | +USD 150 M | 9 | 0.11% | Aumentadas |
|
| 38 |
Capital International Investors
Los Angeles,
California
| USD 285 M | -USD 118 M | 3 | 0.06% | Reducidas |
|
| 39 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 258 M | -USD 3.09 M | 14 | 0.04% | Reducidas |
|
| 40 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 250 M | +USD 153 M | 6 | 0.47% | Aumentadas |
|
| 41 |
Marshall Wace
London,
United Kingdom
| USD 238 M | +USD 8.03 M | 10 | 0.19% | Aumentadas |
|
| 42 |
Amundi
Paris,
France
| USD 226 M | +USD 156 M | 6 | 0.05% | Aumentadas |
|
| 43 |
Jupiter Topco
New York
| USD 215 M | +USD 230 M | 6 | 0.09% | Nuevas |
|
| 44 |
Wells Fargo
San Francisco,
California
| USD 213 M | -USD 23.9 M | 13 | 0.03% | Reducidas |
|
| 45 |
Balyasny Asset Management
Chicago,
Illinois
| USD 209 M | -USD 201 M | 8 | 0.26% | Reducidas |
|
| 46 |
Brandes Investment Partners
La Jolla,
California
| USD 205 M | +USD 30.4 M | 3 | 1.44% | Aumentadas |
|
| 47 |
Equity Investment Corp
Atlanta,
Georgia
| USD 203 M | +USD 20.9 M | 3 | 3.88% | Aumentadas |
|
| 48 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 198 M | -USD 65.6 M | 4 | 0.06% | Reducidas |
|
| 49 |
Raymond James Financial
St Petersburg,
Florida
| USD 195 M | -USD 8.73 M | 9 | 0.05% | Reducidas |
|
| 50 |
American Century Companies
Kansas City,
Missouri
| USD 194 M | +USD 10.9 M | 10 | 0.09% | Aumentadas |
|