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 | |
|---|---|---|---|---|---|---|---|
| 351 |
SCM
Sophron Capital Management
Summit,
New Jersey
| USD 34.7 M | -USD 12.8 M | 3 | 10.76% | Reducidas |
|
| 352 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 34.6 M | +USD 1.36 M | 14 | 0.07% | Aumentadas |
|
| 353 |
Ritholtz Wealth Management
New York
| USD 34.3 M | +USD 2.61 M | 10 | 0.51% | Aumentadas |
|
| 354 |
ExodusPoint Capital Management
New York
| USD 34.2 M | +USD 2.72 M | 10 | 0.22% | Aumentadas |
|
| 355 |
Danske Bank
Copenhagen K,
Denmark
| USD 34.2 M | -USD 3.51 M | 10 | 0.07% | Reducidas |
|
| 356 |
ODDO BHF Asset Management
Paris,
France
| USD 34.1 M | +USD 27.6 M | 1 | 1.58% | Aumentadas |
|
| 357 |
Teewinot Capital Advisers
New York
| USD 33.8 M | +USD 23.2 M | 1 | 2.45% | Aumentadas |
|
| 358 |
NCM
Nitor Capital Management
Englewood Cliffs,
New Jersey
| USD 33 M | -USD 72.4 k | 1 | 22.26% | Reducidas |
|
| 359 |
Aptus Capital Advisors
Fairhope,
Alabama
| USD 32.6 M | +USD 445 k | 7 | 0.22% | Aumentadas |
|
| 360 |
Calamos Advisors
Naperville,
Illinois
| USD 32.6 M | -USD 1.84 M | 1 | 0.11% | Reducidas |
|
| 361 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 32.5 M | -USD 2.86 M | 5 | 0.16% | Reducidas |
|
| 362 |
Ingalls & Snyder LLC
New York
| USD 32.5 M | +USD 167 k | 4 | 0.89% | Aumentadas |
|
| 363 |
Zacks Investment Management
Chicago,
Illinois
| USD 32.4 M | -USD 951 k | 3 | 0.23% | Reducidas |
|
| 364 |
Aquatic Capital Management
Chicago,
Illinois
| USD 32.4 M | +USD 10.1 M | 17 | 1.11% | Aumentadas |
|
| 365 |
Wealthfront Advisers
Palo Alto,
California
| USD 32.3 M | -USD 31.1 k | 5 | 0.06% | Reducidas |
|
| 366 |
Cooke & Bieler
Philadelphia,
Pennsylvania
| USD 32.3 M | -USD 13.4 M | 1 | 0.37% | Reducidas |
|
| 367 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 32.3 M | +USD 3.84 M | 1 | 0.16% | Aumentadas |
|
| 368 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 32.2 M | -USD 3.04 M | 1 | 0.43% | Reducidas |
|
| 369 |
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| USD 32.2 M | -USD 14.1 M | 7 | 0.51% | Reducidas |
|
| 370 |
Yousif Capital Management
Bloomfield Hills,
Michigan
| USD 32.1 M | -USD 2.67 M | 17 | 0.36% | Reducidas |
|
| 371 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 32 M | -USD 701 k | 1 | 1.34% | Reducidas |
|
| 372 |
Swiss Life Asset Management
Zurich,
| USD 32 M | -USD 6.82 M | 13 | 0.13% | Reducidas |
|
| 373 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 31.9 M | +USD 1.83 M | 20 | 0.11% | Aumentadas |
|
| 374 |
Horiko Capital Management
New York
| USD 31.5 M | -USD 867 k | 2 | 5.55% | Reducidas |
|
| 375 |
Apollo Management Holdings
New York
| USD 31 M | USD 0 | 1 | 0.35% | Mantenido |
|