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 | |
|---|---|---|---|---|---|---|---|
| 176 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 100 M | +USD 1.9 M | 10 | 0.07% | Aumentadas |
|
| 177 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 98.4 M | +USD 27.8 M | 4 | 4.87% | Aumentadas |
|
| 178 |
Milford Funds
Auckland,
| USD 98.1 M | -USD 24.4 M | 2 | 1.6% | Reducidas |
|
| 179 |
Epoch Investment Partners
New York
| USD 97.5 M | -USD 13 M | 1 | 0.55% | Reducidas |
|
| 180 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 97.1 M | +USD 127 k | 19 | 0.28% | Aumentadas |
|
| 181 |
Algert Global
San Francisco,
California
| USD 96.1 M | -USD 2.44 M | 12 | 1.14% | Reducidas |
|
| 182 |
DFO
Duquesne Family Office
New York
| USD 95.4 M | +USD 85.1 M | 3 | 1.83% | Nuevas |
|
| 183 |
Neumeier Poma Investment Counsel
Carmel,
California
| USD 94.3 M | +USD 16.6 M | 2 | 6.45% | Aumentadas |
|
| 184 |
Aviva
London,
United Kingdom
| USD 93.5 M | -USD 642 k | 9 | 0.14% | Reducidas |
|
| 185 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 93.4 M | -USD 18.4 M | 8 | 0.28% | Reducidas |
|
| 186 |
iA Global Asset Management
Quebec,
Quebec, Canada
| USD 93.1 M | +USD 72.3 M | 6 | 1.11% | Aumentadas |
|
| 187 |
Menora Mivtachim Holdings
Ramat Gan,
Israel
| USD 92.7 M | USD 0 | 2 | 0.36% | Mantenido |
|
| 188 |
Eurizon Capital SGR SpA
Milan,
| USD 91.8 M | +USD 14.5 M | 9 | 0.25% | Aumentadas |
|
| 189 |
Giverny Capital
Montreal,
Quebec, Canada
| USD 91.4 M | -USD 2.52 M | 2 | 3.07% | Reducidas |
|
| 190 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 90.3 M | +USD 13.9 M | 2 | 4.57% | Aumentadas |
|
| 191 |
Panagora Asset Management
Boston,
Massachusetts
| USD 88.3 M | +USD 25.4 M | 8 | 0.27% | Aumentadas |
|
| 192 |
MetLife Investment Management
Whippany,
New Jersey
| USD 88.1 M | -USD 2.19 M | 25 | 0.4% | Reducidas |
|
| 193 |
Liontrust Investment Partners
London,
United Kingdom
| USD 86.9 M | +USD 5.22 M | 1 | 1.28% | Aumentadas |
|
| 194 |
Clough Capital Partners
Boston,
Massachusetts
| USD 86.8 M | +USD 899 k | 2 | 7.07% | Aumentadas |
|
| 195 |
Robotti Robert
| USD 86.4 M | -USD 3.35 M | 7 | 13.94% | Reducidas |
|
| 196 |
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 86.2 M | -USD 780 k | 9 | 2.14% | Reducidas |
|
| 197 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 85.1 M | -USD 4.81 M | 8 | 0.12% | Reducidas |
|
| 198 |
AE Wealth Management
Topeka,
Kansas
| USD 85.1 M | +USD 16.5 M | 8 | 0.4% | Aumentadas |
|
| 199 |
Woodline Partners
San Francisco,
California
| USD 84.9 M | -USD 87.2 M | 6 | 0.26% | Reducidas |
|
| 200 |
Select Equity Group
New York
| USD 84 M | +USD 4.34 M | 1 | 0.42% | Aumentadas |
|