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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Tributary Capital Management
Omaha,
Nebraska
| USD 11.8 M | +USD 10.2 M | 1 | 0.97% | Nuevas |
|
| 627 |
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
| USD 11.7 M | -USD 160 k | 8 | 0.14% | Reducidas |
|
| 628 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 11.6 M | +USD 246 k | 3 | 0.12% | Aumentadas |
|
| 629 |
English Capital Management
Bloomfield Hills,
Michigan
| USD 11.6 M | +USD 4.47 M | 2 | 5.33% | Aumentadas |
|
| 630 |
Venture Visionary Partners
Sylvania,
Ohio
| USD 11.6 M | +USD 104 k | 1 | 0.32% | Aumentadas |
|
| 631 |
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 11.6 M | -USD 401 k | 14 | 0.2% | Reducidas |
|
| 632 |
Pillsbury Lake Capital
San Francisco,
California
| USD 11.5 M | +USD 1.59 M | 1 | 3.15% | Aumentadas |
|
| 633 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
| USD 11.4 M | -USD 2.06 M | 1 | 1.91% | Reducidas |
|
| 634 |
Penserra Capital Management
Orinda,
California
| USD 11.4 M | +USD 233 k | 20 | 0.09% | Aumentadas |
|
| 635 |
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 11.4 M | +USD 1.21 k | 1 | 3.3% | Aumentadas |
|
| 636 |
First Sabrepoint Capital Management
Dallas,
Texas
| USD 11.4 M | -USD 7.72 M | 1 | 3.74% | Reducidas |
|
| 637 |
Park Avenue Securities
New York
| USD 11.4 M | +USD 4.29 M | 6 | 0.07% | Aumentadas |
|
| 638 |
IP
Interval Partners
New York
| USD 11.4 M | -USD 5.18 M | 1 | 0.29% | Reducidas |
|
| 639 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 11.3 M | +USD 2.59 M | 1 | 0.1% | Aumentadas |
|
| 640 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 11.3 M | +USD 5.08 M | 1 | 0.03% | Aumentadas |
|
| 641 |
Kinsale Capital Group
Richmond,
Virginia
| USD 11.3 M | +USD 1.18 M | 1 | 1.5% | Aumentadas |
|
| 642 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 11.3 M | -USD 330 k | 1 | 0.72% | Reducidas |
|
| 643 |
Mountain Lake Investment Management
Boca Raton,
Florida
| USD 11.2 M | +USD 450 k | 1 | 6.96% | Aumentadas |
|
| 644 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 11.1 M | -USD 1.95 M | 4 | 0.26% | Reducidas |
|
| 645 |
Watchman Group
Plano,
Texas
| USD 11.1 M | -USD 589 k | 3 | 2.47% | Reducidas |
|
| 646 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 11 M | -USD 263 k | 22 | 0.01% | Reducidas |
|
| 647 |
Davenport & Co
Richmond,
Virginia
| USD 11 M | -USD 638 k | 8 | 0.05% | Reducidas |
|
| 648 |
Davis Selected Advisers
Tucson,
Arizona
| USD 10.9 M | +USD 1.53 M | 1 | 0.05% | Aumentadas |
|
| 649 |
North Growth Management
Vancouver,
British Columbia, Canada
| USD 10.9 M | USD 0 | 1 | 1.4% | Mantenido |
|
| 650 |
Greenland Capital Management
New York
| USD 10.9 M | +USD 9.27 M | 2 | 1.34% | Aumentadas |
|