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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| USD 4605 M | +USD 58.8 M | 27 | 0.29% | Aumentadas |
|
| 2 |
BlackRock Fund Advisors
San Francisco,
California
| USD 2249 M | +USD 56.3 M | 27 | 0.5% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 2141 M | +USD 121 M | 12 | 0.29% | Aumentadas |
|
| 4 |
State Street
Boston,
Massachusetts
| USD 2038 M | -USD 105 M | 24 | 0.22% | Reducidas |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| USD 1542 M | -USD 53.4 M | 26 | 0.25% | Reducidas |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| USD 1387 M | -USD 152 M | 7 | 0.36% | Reducidas |
|
| 7 |
JP Morgan Chase
New York
| USD 1295 M | -USD 52.6 M | 24 | 0.32% | Reducidas |
|
| 8 |
Sanders Capital
West Palm Beach,
Florida
| USD 1199 M | -USD 17.9 M | 3 | 9.95% | Reducidas |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| USD 1162 M | +USD 98.1 M | 24 | 0.67% | Aumentadas |
|
| 10 |
Boston Partners
Boston,
Massachusetts
| USD 952 M | +USD 265 M | 7 | 1.38% | Aumentadas |
|
| 11 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 842 M | -USD 29.4 M | 22 | 1.29% | Reducidas |
|
| 12 |
Capital Growth Management
Boston,
Massachusetts
| USD 699 M | -USD 39.1 M | 9 | 31.16% | Reducidas |
|
| 13 |
GA
Greenhaven Associates
Purchase,
New York
| USD 654 M | +USD 33.9 M | 5 | 12.83% | Aumentadas |
|
| 14 |
Bank of New York Mellon
New York
| USD 629 M | +USD 68.2 M | 25 | 0.19% | Aumentadas |
|
| 15 |
Northern Trust
Chicago,
Illinois
| USD 616 M | +USD 2.75 M | 26 | 0.2% | Aumentadas |
|
| 16 |
Goldman Sachs
New York
| USD 583 M | -USD 70.5 M | 24 | 0.19% | Reducidas |
|
| 17 |
Neuberger Berman Group
New York
| USD 580 M | -USD 42.3 M | 14 | 0.8% | Reducidas |
|
| 18 |
Norges Bank
Oslo,
Norway
| USD 483 M | +USD 25.8 M | 15 | 0.23% | Aumentadas |
|
| 19 |
Horizon Kinetics
New York
| USD 450 M | -USD 19.4 M | 6 | 11.87% | Reducidas |
|
| 20 |
Bank of America
Charlotte,
North Carolina
| USD 448 M | -USD 10.2 M | 26 | 0.1% | Reducidas |
|
| 21 |
Credit Suisse
Zurich,
Switzerland
| USD 441 M | +USD 286 M | 22 | 0.49% | Aumentadas |
|
| 22 |
Capital Research Global Investors
Los Angeles,
California
| USD 434 M | USD 0 | 4 | 0.15% | Mantenido |
|
| 23 |
Fairholme Capital Management
South Miami,
Florida
| USD 433 M | +USD 7.95 M | 1 | 29.85% | Aumentadas |
|
| 24 |
Emerald Acquisition
Seattle,
Washington
| USD 409 M | +USD 397 M | 17 | 0.71% | Nuevas |
|
| 25 |
Pershing Square Capital Management
New York
| USD 408 M | USD 0 | 1 | 5.43% | Mantenido |
|