Constructoras de viviendas
Las desarrolladoras de vivienda compran terrenos, construyen casas y las venden, por lo que los terrenos adquiridos años antes son el principal factor que determina sus márgenes. El volumen de ventas sigue los movimientos de las tasas hipotecarias con cierto retraso.
45 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 20.9 mil M | -USD 822 M | 33 | 0.31% | Reducidas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 10.2 mil M | -USD 251 M | 31 | 0.22% | Reducidas |
|
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 9158 M | -USD 251 M | 25 | 0.41% | Reducidas |
|
| 4 |
State Street
Boston,
Massachusetts
| USD 8490 M | +USD 31.1 M | 30 | 0.25% | Aumentadas |
|
| 5 |
Capital World Investors
Los Angeles,
California
| USD 8453 M | -USD 3.57 M | 12 | 1% | Reducidas |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| USD 5028 M | +USD 116 M | 30 | 0.22% | Aumentadas |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| USD 4915 M | -USD 34 M | 31 | 0.26% | Reducidas |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| USD 4270 M | -USD 119 M | 29 | 0.77% | Reducidas |
|
| 9 |
GA
Greenhaven Associates
Purchase,
New York
| USD 3412 M | +USD 33.3 M | 6 | 39.4% | Aumentadas |
|
| 10 |
Franklin Resources
San Mateo,
California
| USD 3060 M | +USD 4.9 M | 22 | 0.66% | Aumentadas |
|
| 11 |
Norges Bank
Oslo,
Norway
| USD 2973 M | +USD 2726 M | 15 | 0.3% | Nuevas |
|
| 12 |
Goldman Sachs
New York
| USD 2593 M | +USD 154 M | 29 | 0.23% | Aumentadas |
|
| 13 |
Morgan Stanley
New York
| USD 2516 M | -USD 178 M | 33 | 0.13% | Reducidas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 2388 M | -USD 43.2 M | 28 | 0.15% | Reducidas |
|
| 15 |
Invesco
Atlanta,
Georgia
| USD 2305 M | +USD 107 M | 26 | 0.18% | Aumentadas |
|
| 16 |
Capital Research Global Investors
Los Angeles,
California
| USD 2190 M | +USD 129 M | 4 | 0.31% | Aumentadas |
|
| 17 |
Principal Financial Group
Des Moines,
Iowa
| USD 2097 M | +USD 9.27 M | 20 | 1.03% | Aumentadas |
|
| 18 |
Pershing Square Capital Management
New York
| USD 1991 M | +USD 585 M | 1 | 10.23% | Aumentadas |
|
| 19 |
Northern Trust
Chicago,
Illinois
| USD 1944 M | -USD 11 M | 29 | 0.23% | Reducidas |
|
| 20 |
Charles Schwab
San Francisco,
California
| USD 1853 M | -USD 27.6 M | 26 | 0.25% | Reducidas |
|
| 21 |
AQR Capital Management
Greenwich,
Connecticut
| USD 1602 M | +USD 188 M | 25 | 0.56% | Aumentadas |
|
| 22 |
JP Morgan Chase
New York
| USD 1459 M | -USD 377 M | 29 | 0.08% | Reducidas |
|
| 23 |
Bank of New York Mellon
New York
| USD 1298 M | -USD 45.6 M | 26 | 0.21% | Reducidas |
|
| 24 |
Berkshire Hathaway
Omaha,
Nebraska
| USD 1289 M | +USD 275 M | 4 | 0.43% | Aumentadas |
|
| 25 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 1285 M | -USD 7.55 M | 25 | 0.13% | Reducidas |
|