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 | |
|---|---|---|---|---|---|---|---|
| 376 |
MN Services Vermogensbeheer
The Hague,
Netherlands
| USD 30.8 M | -USD 12.6 M | 4 | 0.23% | Reducidas |
|
| 377 |
Czech National Bank
Prague,
Czech Republic
| USD 30.4 M | +USD 750 k | 4 | 0.17% | Aumentadas |
|
| 378 |
TIG Advisors LLC
New York
| USD 30.4 M | +USD 18.4 M | 2 | 1.35% | Aumentadas |
|
| 379 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 30.4 M | +USD 1.34 k | 1 | 0.57% | Aumentadas |
|
| 380 |
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 30.2 M | -USD 2.07 M | 18 | 0.45% | Reducidas |
|
| 381 |
CCPM
Cooper Creek Partners Management
New York
| USD 30.2 M | +USD 22.1 M | 3 | 0.72% | Aumentadas |
|
| 382 |
Horizon Investments
Charlotte,
North Carolina
| USD 30 M | -USD 3.32 M | 12 | 0.33% | Reducidas |
|
| 383 |
Xponance
Philadelphia,
Pennsylvania
| USD 29.8 M | +USD 283 k | 15 | 0.18% | Aumentadas |
|
| 384 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 29.7 M | +USD 22.8 M | 1 | 0.93% | Aumentadas |
|
| 385 |
Sone Capital Management
New York
| USD 29.7 M | +USD 4.25 M | 2 | 2.26% | Aumentadas |
|
| 386 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 29.6 M | +USD 4.45 M | 7 | 0.04% | Aumentadas |
|
| 387 |
&Partners
Nashville,
Tennessee
| USD 29.5 M | +USD 1.27 M | 13 | 0.12% | Aumentadas |
|
| 388 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 29.2 M | -USD 1.38 M | 18 | 0.2% | Reducidas |
|
| 389 |
PGP
Prescott General Partners
Boca Raton,
Florida
| USD 29.2 M | USD 0 | 1 | 1.49% | Mantenido |
|
| 390 |
Windward Capital Management
Los Angeles,
California
| USD 28.8 M | -USD 162 k | 1 | 2.18% | Reducidas |
|
| 391 |
Aware Super
Sydney,
Australia
| USD 28.7 M | -USD 616 k | 3 | 0.41% | Reducidas |
|
| 392 |
SEB Asset Management
Stockholm,
| USD 28.5 M | -USD 2.65 M | 8 | 0.11% | Reducidas |
|
| 393 |
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
| USD 28.4 M | +USD 10.3 M | 6 | 0.18% | Aumentadas |
|
| 394 |
Oregon Public Employees Retirement Fund
Tigard,
Oregon
| USD 28.2 M | -USD 422 k | 18 | 0.3% | Reducidas |
|
| 395 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 28.1 M | +USD 2.9 M | 7 | 0.12% | Aumentadas |
|
| 396 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 27.9 M | +USD 11.1 M | 13 | 0.69% | Aumentadas |
|
| 397 |
Private Management Group
Irvine,
California
| USD 27.7 M | -USD 59.4 k | 1 | 0.73% | Reducidas |
|
| 398 |
APG Asset Management US
New York
| USD 27.7 M | USD 0 | 1 | 0.19% | Mantenido |
|
| 399 |
Ossiam
Paris,
France
| USD 27.6 M | -USD 3.55 M | 7 | 0.37% | Reducidas |
|
| 400 |
Oasis Management Company
Grand Cayman,
Cayman Islands
| USD 27.6 M | -USD 5.09 M | 1 | 1.47% | Reducidas |
|