Desarrolladoras de vivienda
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 | |
|---|---|---|---|---|---|---|---|
| 301 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 44.3 M | +USD 25 M | 5 | 0.27% | Aumentadas |
|
| 302 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 44.2 M | +USD 15.3 M | 11 | 0.06% | Aumentadas |
|
| 303 |
Amalgamated Bank
New York
| USD 44.1 M | -USD 3.76 M | 17 | 0.3% | Reducidas |
|
| 304 |
New South Capital Management
Memphis,
Tennessee
| USD 43.9 M | +USD 2.11 M | 1 | 1.93% | Aumentadas |
|
| 305 |
APG Asset Management
Amsterdam,
Netherlands
| USD 43.4 M | +USD 12.3 M | 2 | 0.11% | Aumentadas |
|
| 306 |
Winslow Asset Management
Beachwood,
Ohio
| USD 42.9 M | -USD 499 k | 2 | 7.46% | Reducidas |
|
| 307 |
Police & Firemen's Retirement System of New Jersey
Trenton,
New Jersey
| USD 42.9 M | -USD 353 k | 25 | 0.32% | Reducidas |
|
| 308 |
SC
Slotnik Capital
Dallas,
Texas
| USD 42.7 M | +USD 25.3 M | 2 | 11.04% | Aumentadas |
|
| 309 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 42.3 M | -USD 57.1 M | 5 | 0.05% | Reducidas |
|
| 310 |
Praetorian PR
Rincon,
Puerto Rico
| USD 42.3 M | USD 0 | 1 | 13.47% | Mantenido |
|
| 311 |
US Bancorp
Minneapolis,
Minnesota
| USD 42.1 M | +USD 387 k | 25 | 0.05% | Aumentadas |
|
| 312 |
Horizon Kinetics Asset Management
New York
| USD 42.1 M | -USD 9.9 M | 5 | 0.48% | Reducidas |
|
| 313 |
Park National Corp
Newark,
Ohio
| USD 41.8 M | +USD 512 k | 1 | 1.17% | Aumentadas |
|
| 314 |
Denali Advisors
San Diego,
California
| USD 41.6 M | +USD 530 k | 9 | 4.19% | Aumentadas |
|
| 315 |
AltraVue Capital
Bellevue,
Washington
| USD 41.4 M | USD 0 | 1 | 2.98% | Mantenido |
|
| 316 |
Heitman Real Estate Securities
Chicago,
Illinois
| USD 40.9 M | +USD 38.6 M | 1 | 2.63% | Nuevas |
|
| 317 |
CIBC Bancorp USA
Chicago,
Illinois
| USD 40.9 M | -USD 2.71 M | 15 | 0.05% | Reducidas |
|
| 318 |
Adelante Capital Management
Alameda,
California
| USD 40.7 M | -USD 2.79 M | 2 | 2.68% | Reducidas |
|
| 319 |
Resona Asset Management
Koto-Ku,tokyo,
Japan
| USD 40.5 M | -USD 2.7 M | 6 | 0.19% | Reducidas |
|
| 320 |
VanEck Associates
New York
| USD 40.2 M | -USD 4.53 M | 7 | 0.02% | Reducidas |
|
| 321 |
XTX Topco
George Town,
Cayman Islands
| USD 40 M | -USD 9.6 M | 23 | 0.52% | Reducidas |
|
| 322 |
Lyell Wealth Management
Menlo Park,
California
| USD 40 M | -USD 1.83 M | 4 | 2.45% | Reducidas |
|
| 323 |
Jupiter Asset Management
London,
United Kingdom
| USD 40 M | +USD 72.1 k | 1 | 0.2% | Aumentadas |
|
| 324 |
MG
Magnolia Group
Omaha,
Nebraska
| USD 39.6 M | +USD 5.79 M | 3 | 8.32% | Aumentadas |
|
| 325 |
Pathstone Holdings
Englewood,
New Jersey
| USD 38.8 M | +USD 157 k | 15 | 0.11% | Aumentadas |
|