Efectos de segundo orden de la obesidad
Los medicamentos para bajar de peso cambian la demanda mucho más allá del sector salud: en las botanas, el alcohol, las tallas de ropa, la diálisis y la cirugía bariátrica. Algunas empresas se benefician de este cambio y otras salen perdiendo; precisamente por eso vale la pena etiquetar este vínculo.
26 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 76 |
Vanguard Asset Management
London, Ec4n 8af,
| USD 115 M | +USD 2.95 M | 13 | 0.08% | Aumentadas |
|
| 77 |
Fidelity International
Hamilton,
Bermuda
| USD 113 M | -USD 265 M | 4 | 0.08% | Reducidas |
|
| 78 |
ROIC
Route One Investment Company
San Francisco,
California
| USD 110 M | +USD 1.67 M | 1 | 4.41% | Aumentadas |
|
| 79 |
Sycamore Partners Management
New York
| USD 109 M | USD 0 | 1 | 99.38% | Mantenido |
|
| 80 |
Russell Investments Group
London,
United Kingdom
| USD 105 M | -USD 906 k | 18 | 0.09% | Reducidas |
|
| 81 |
SG Americas Securities
New York
| USD 101 M | +USD 1.84 M | 16 | 0.06% | Aumentadas |
|
| 82 |
Vanguard Global Advisers
Malvern,
Pennsylvania
| USD 100 M | -USD 8.09 M | 19 | 0.05% | Reducidas |
|
| 83 |
WorldQuant Millennium Advisors
New York
| USD 97.5 M | +USD 72.2 M | 5 | 0.33% | Aumentadas |
|
| 84 |
Acadian Asset Management
Boston,
Massachusetts
| USD 96.6 M | +USD 44.5 M | 7 | 0.11% | Aumentadas |
|
| 85 |
Brookfield Corp
Toronto,
Ontario, Canada
| USD 96.1 M | USD 0 | 1 | 0.12% | Mantenido |
|
| 86 |
California Public Employees Retirement System
Sacramento,
California
| USD 93.6 M | -USD 2.07 M | 4 | 0.05% | Reducidas |
|
| 87 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 91.2 M | +USD 7.9 M | 1 | 0.52% | Aumentadas |
|
| 88 |
SkyKnight Capital
San Francisco,
California
| USD 89.4 M | USD 0 | 1 | 94.98% | Mantenido |
|
| 89 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 88.7 M | -USD 34.6 M | 3 | 0.13% | Reducidas |
|
| 90 |
Nomura Holdings
Tokyo,
Japan
| USD 88.3 M | +USD 69.2 M | 8 | 0.1% | Aumentadas |
|
| 91 |
Dodge & Cox
San Francisco,
California
| USD 86.5 M | USD 0 | 1 | 0.05% | Mantenido |
|
| 92 |
Soleus Capital Management
Greenwich,
Connecticut
| USD 86.2 M | +USD 64.3 M | 1 | 2.97% | Aumentadas |
|
| 93 |
Royal London Asset Management
United Kingdom
| USD 86 M | -USD 1.83 M | 3 | 0.16% | Reducidas |
|
| 94 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 85.9 M | +USD 19.8 M | 7 | 0.11% | Aumentadas |
|
| 95 |
Allianz Asset Management
Munich,
Germany
| USD 82.9 M | -USD 61 M | 6 | 0.07% | Reducidas |
|
| 96 |
Yacktman Asset Management
Austin,
Texas
| USD 82.2 M | +USD 48.9 M | 2 | 1.02% | Aumentadas |
|
| 97 |
Jupiter Asset Management
London,
United Kingdom
| USD 81 M | +USD 39.3 M | 3 | 0.4% | Aumentadas |
|
| 98 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 77.9 M | -USD 3.48 M | 7 | 0.04% | Reducidas |
|
| 99 |
Reinhart Partners
Mequon,
Wisconsin
| USD 77.3 M | -USD 29.8 M | 1 | 1.76% | Reducidas |
|
| 100 |
Envestnet Asset Management
Chicago,
Illinois
| USD 77.1 M | -USD 12.4 M | 11 | 0.02% | Reducidas |
|