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 | |
|---|---|---|---|---|---|---|---|
| 101 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
| USD 77.7 M | +USD 23.2 M | 1 | 2.94% | Aumentadas |
|
| 102 |
Squarepoint
New York
| USD 75 M | +USD 24.5 M | 10 | 0.08% | Aumentadas |
|
| 103 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 75 M | -USD 2.93 M | 3 | 0.84% | Reducidas |
|
| 104 |
HSBC Holdings
London,
United Kingdom
| USD 74.5 M | +USD 7.64 M | 8 | 0.03% | Aumentadas |
|
| 105 |
ClearBridge Investments
New York
| USD 71.1 M | +USD 16.9 M | 1 | 0.06% | Aumentadas |
|
| 106 |
Vanguard Global Advisers
Malvern,
Pennsylvania
| USD 69.6 M | -USD 1.65 M | 7 | 0.03% | Reducidas |
|
| 107 |
HRT Financial
New York
| USD 68 M | -USD 7.71 M | 8 | 0.12% | Reducidas |
|
| 108 |
Stifel Financial
St. Louis,
Missouri
| USD 66.1 M | -USD 5.25 M | 8 | 0.06% | Reducidas |
|
| 109 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 65.7 M | +USD 2.18 M | 4 | 0.04% | Aumentadas |
|
| 110 |
Black Creek Investment Management
Toronto,
Ontario, Canada
| USD 65.5 M | -USD 75.5 M | 1 | 3.68% | Reducidas |
|
| 111 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 64.1 M | +USD 43.9 M | 5 | 0.04% | Aumentadas |
|
| 112 |
SEI Investments
Oaks,
Pennsylvania
| USD 63.7 M | -USD 7.27 M | 8 | 0.06% | Reducidas |
|
| 113 |
Pureheart Capital
Singapore,
| USD 63.5 M | +USD 64.1 M | 2 | 28.45% | Nuevas |
|
| 114 |
LPL Financial
San Diego,
California
| USD 61.4 M | -USD 1.57 M | 12 | 0.01% | Reducidas |
|
| 115 |
AllianceBernstein
Nashville,
Tennessee
| USD 59.9 M | +USD 20.3 M | 6 | 0.02% | Aumentadas |
|
| 116 |
Old Republic International (ORI)
Chicago,
Illinois
| USD 56.5 M | USD 0 | 2 | 2.12% | Mantenido |
|
| 117 |
Aviva
London,
United Kingdom
| USD 56.3 M | +USD 307 k | 1 | 0.08% | Aumentadas |
|
| 118 |
Creative Planning
Overland Park,
Kansas
| USD 56.1 M | +USD 9.15 M | 11 | 0.03% | Aumentadas |
|
| 119 |
HighTower Advisors
Chicago,
Illinois
| USD 55.9 M | +USD 8.91 M | 8 | 0.05% | Aumentadas |
|
| 120 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 55 M | +USD 17.4 M | 8 | 0.09% | Aumentadas |
|
| 121 |
Ruffer LLP
London,
United Kingdom
| USD 54.6 M | -USD 22.1 M | 2 | 1.93% | Reducidas |
|
| 122 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 53.2 M | -USD 2.05 M | 1 | 0.3% | Reducidas |
|
| 123 |
CIBC Bancorp USA
Chicago,
Illinois
| USD 52.7 M | +USD 14.3 M | 4 | 0.06% | Aumentadas |
|
| 124 |
Vanguard Asset Management
London, Ec4n 8af,
| USD 52.2 M | +USD 4.41 M | 6 | 0.04% | Aumentadas |
|
| 125 |
ABC Arbitrage
Paris,
France
| USD 52.1 M | +USD 5.73 M | 3 | 5.62% | Aumentadas |
|