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 | |
|---|---|---|---|---|---|---|---|
| 26 |
UBS AM
Chicago,
Illinois
| USD 1149 M | -USD 25.6 M | 27 | 0.21% | Reducidas |
|
| 27 |
Fairholme Capital Management
South Miami,
Florida
| USD 1139 M | -USD 67.4 M | 1 | 76.43% | Reducidas |
|
| 28 |
UBS Group
Zurich,
Switzerland
| USD 1137 M | -USD 226 M | 32 | 0.14% | Reducidas |
|
| 29 |
Nuveen
Charlotte,
North Carolina
| USD 1114 M | +USD 97.5 M | 25 | 0.27% | Aumentadas |
|
| 30 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 1087 M | -USD 32.3 M | 30 | 0.24% | Reducidas |
|
| 31 |
American Century Companies
Kansas City,
Missouri
| USD 1068 M | -USD 118 M | 25 | 0.47% | Reducidas |
|
| 32 |
Two Sigma Investments
New York
| USD 1028 M | +USD 104 M | 25 | 0.74% | Aumentadas |
|
| 33 |
Eagle Capital Management (New York)
New York
| USD 967 M | -USD 35.5 M | 1 | 2.95% | Reducidas |
|
| 34 |
First Trust Advisors
Wheaton,
Illinois
| USD 955 M | -USD 149 M | 22 | 0.56% | Reducidas |
|
| 35 |
Legal & General Group
London,
United Kingdom
| USD 924 M | -USD 1.28 M | 25 | 0.19% | Reducidas |
|
| 36 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 897 M | +USD 56.9 M | 20 | 0.7% | Aumentadas |
|
| 37 |
Boston Partners
Boston,
Massachusetts
| USD 869 M | +USD 3.25 M | 7 | 0.77% | Aumentadas |
|
| 38 |
Ameriprise
Minneapolis,
Minnesota
| USD 864 M | -USD 29.5 M | 24 | 0.17% | Reducidas |
|
| 39 |
Barclays
London,
United Kingdom
| USD 816 M | +USD 33.8 M | 33 | 0.16% | Aumentadas |
|
| 40 |
Millennium Management
New York
| USD 812 M | -USD 140 M | 27 | 0.29% | Reducidas |
|
| 41 |
DME Capital Management
New York
| USD 758 M | USD 0 | 1 | 19.39% | Mantenido |
|
| 42 |
Aristotle Capital Management
Los Angeles,
California
| USD 714 M | -USD 45.8 M | 2 | 1.5% | Reducidas |
|
| 43 |
Wellington Management Group
Boston,
Massachusetts
| USD 699 M | -USD 9.41 M | 11 | 0.12% | Reducidas |
|
| 44 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 681 M | -USD 49.7 M | 6 | 0.97% | Reducidas |
|
| 45 |
Wells Fargo
San Francisco,
California
| USD 672 M | -USD 28.4 M | 30 | 0.11% | Reducidas |
|
| 46 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 655 M | -USD 94.8 M | 25 | 0.19% | Reducidas |
|
| 47 |
Victory Capital Management
San Antonio,
Texas
| USD 640 M | +USD 45.2 M | 18 | 0.36% | Aumentadas |
|
| 48 |
Citigroup
New York
| USD 626 M | +USD 54.9 M | 26 | 0.21% | Aumentadas |
|
| 49 |
Citadel Advisors
Miami,
Florida
| USD 608 M | -USD 24.1 M | 31 | 0.07% | Reducidas |
|
| 50 |
Smead Capital Management
Phoenix,
Arizona
| USD 606 M | +USD 69 M | 3 | 12.99% | Aumentadas |
|