Lujo y consumo de alto poder adquisitivo
El lujo vende escasez y legado, más que utilidad, lo que permite que los precios suban más rápido que los costos. La demanda se concentra en un grupo reducido de clientes muy adinerados y en unas pocas nacionalidades de viajeros.
40 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 201 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 65.1 M | +USD 10.4 M | 5 | 0.73% | Aumentadas |
|
| 202 |
DJE Kapital
82049 Pullach,
Germany
| USD 64.3 M | +USD 36 M | 5 | 1.21% | Aumentadas |
|
| 203 |
Intesa Sanpaolo SpA.
Turin,
Italy
| USD 64.1 M | -USD 8.74 M | 1 | 2.2% | Reducidas |
|
| 204 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 64.1 M | -USD 434 k | 8 | 0.17% | Reducidas |
|
| 205 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 63.5 M | +USD 354 k | 10 | 0.11% | Aumentadas |
|
| 206 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 63.1 M | +USD 9.41 M | 3 | 0.75% | Aumentadas |
|
| 207 |
Primecap Management
Pasadena,
California
| USD 62.7 M | -USD 4.93 M | 2 | 0.04% | Reducidas |
|
| 208 |
Todd Asset Management
Louisville,
Kentucky
| USD 62.6 M | +USD 12.6 M | 1 | 1.11% | Aumentadas |
|
| 209 |
Junto Capital Management
New York
| USD 61.6 M | +USD 41.6 M | 2 | 1.08% | Aumentadas |
|
| 210 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 61 M | +USD 41 M | 5 | 0.26% | Aumentadas |
|
| 211 |
GRQ
Gardner Russo & Quinn
Lancaster,
Pennsylvania
| USD 60.8 M | -USD 1.93 M | 2 | 0.68% | Reducidas |
|
| 212 |
WorldQuant Millennium Advisors
New York
| USD 60.6 M | +USD 53 M | 3 | 0.21% | Aumentadas |
|
| 213 |
EFG International
Zurich,
| USD 60.5 M | -USD 3.3 M | 4 | 1.11% | Reducidas |
|
| 214 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| USD 60 M | +USD 6.29 M | 12 | 0.03% | Aumentadas |
|
| 215 |
INTECH Investment Management
West Palm Beach,
Florida
| USD 59.9 M | +USD 2.63 M | 11 | 0.55% | Aumentadas |
|
| 216 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 59.3 M | +USD 26.4 M | 3 | 0.47% | Aumentadas |
|
| 217 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 59.2 M | -USD 3.03 M | 2 | 0.09% | Reducidas |
|
| 218 |
Adage Capital Partners
Boston,
Massachusetts
| USD 59.2 M | -USD 55.9 M | 4 | 0.08% | Reducidas |
|
| 219 |
CPH
C Partners Holding
Zurich,
Switzerland
| USD 59.1 M | -USD 2.4 M | 1 | 17.92% | Reducidas |
|
| 220 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 59 M | +USD 4.29 M | 5 | 0.18% | Aumentadas |
|
| 221 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 58.4 M | -USD 12 M | 9 | 0.08% | Reducidas |
|
| 222 |
Verition Fund Management
Greenwich,
Connecticut
| USD 58.3 M | -USD 11.5 M | 6 | 0.3% | Reducidas |
|
| 223 |
J. Safra Sarasin Holding
| USD 57.8 M | -USD 2.06 M | 5 | 0.83% | Reducidas |
|
| 224 |
HighTower Advisors
Chicago,
Illinois
| USD 56.1 M | -USD 2.08 M | 8 | 0.05% | Reducidas |
|
| 225 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 55.9 M | +USD 7.15 M | 3 | 0.16% | Aumentadas |
|