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 | |
|---|---|---|---|---|---|---|---|
| 51 |
LSV Asset Management
Chicago,
Illinois
| USD 606 M | -USD 51.1 M | 11 | 1.1% | Reducidas |
|
| 52 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 567 M | -USD 13 M | 11 | 1.44% | Reducidas |
|
| 53 |
Donald Smith & Co
New York
| USD 545 M | -USD 43.1 M | 5 | 9.65% | Reducidas |
|
| 54 |
Holocene Advisors
New York
| USD 545 M | +USD 103 M | 8 | 1.23% | Aumentadas |
|
| 55 |
BWA
Brave Warrior Advisors
New York
| USD 507 M | -USD 76.6 M | 3 | 11.06% | Reducidas |
|
| 56 |
Amundi
Paris,
France
| USD 476 M | -USD 120 M | 17 | 0.11% | Reducidas |
|
| 57 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 461 M | +USD 27.5 M | 31 | 0.07% | Aumentadas |
|
| 58 |
Raymond James Financial
St Petersburg,
Florida
| USD 456 M | -USD 8.86 M | 23 | 0.12% | Reducidas |
|
| 59 |
Envestnet Asset Management
Chicago,
Illinois
| USD 455 M | +USD 15.8 M | 23 | 0.11% | Aumentadas |
|
| 60 |
Swiss National Bank
Zurich,
Switzerland
| USD 443 M | -USD 24.8 M | 23 | 0.23% | Reducidas |
|
| 61 |
ACR Alpine Capital Research
St. Louis,
Missouri
| USD 440 M | +USD 48.4 M | 3 | 6.24% | Aumentadas |
|
| 62 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 416 M | -USD 25.4 M | 25 | 0.31% | Reducidas |
|
| 63 |
BNP Paribas Financial Markets
Paris,
France
| USD 409 M | +USD 46.5 M | 30 | 0.14% | Aumentadas |
|
| 64 |
HSBC Holdings
London,
United Kingdom
| USD 407 M | +USD 64.4 M | 16 | 0.17% | Aumentadas |
|
| 65 |
Balyasny Asset Management
Chicago,
Illinois
| USD 405 M | +USD 19.7 M | 21 | 0.51% | Aumentadas |
|
| 66 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 397 M | +USD 11.9 M | 3 | 3.04% | Aumentadas |
|
| 67 |
EARNEST Partners
Atlanta,
Georgia
| USD 377 M | -USD 7.7 M | 2 | 1.36% | Reducidas |
|
| 68 |
Jupiter Topco
New York
| USD 372 M | +USD 337 M | 22 | 0.15% | Nuevas |
|
| 69 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 364 M | -USD 100 M | 4 | 0.12% | Reducidas |
|
| 70 |
Quantinno Capital Management
New York
| USD 363 M | +USD 63.6 M | 24 | 0.44% | Aumentadas |
|
| 71 |
BAMCO Inc
New York
| USD 361 M | +USD 104 M | 4 | 0.54% | Aumentadas |
|
| 72 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 361 M | -USD 2.93 M | 9 | 0.24% | Reducidas |
|
| 73 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 340 M | +USD 24.9 M | 19 | 0.11% | Aumentadas |
|
| 74 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 340 M | -USD 8.61 M | 7 | 0.19% | Reducidas |
|
| 75 |
Neuberger Berman Group
New York
| USD 331 M | -USD 16.8 M | 18 | 0.22% | Reducidas |
|