Relocalización y manufactura estadounidense
La relocalización de la producción devuelve la fabricación al país que consume los productos, impulsada por los aranceles, los subsidios y el recuerdo de las cadenas de suministro interrumpidas. Las primeras beneficiadas son las empresas que construyen y equipan las fábricas.
20 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
Mubadala Investment Company
Abu Dhabi,
United Arab Emirates
| USD 32.9 mil M | -USD 1640 M | 1 | 94.7% | Reducidas |
|
| 2 |
BlackRock
New York
| USD 10.2 mil M | -USD 30.9 M | 12 | 0.15% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 9182 M | +USD 804 M | 12 | 0.4% | Aumentadas |
|
| 4 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 6264 M | +USD 39.4 M | 12 | 0.13% | Aumentadas |
|
| 5 |
State Street
Boston,
Massachusetts
| USD 4970 M | +USD 279 M | 11 | 0.15% | Aumentadas |
|
| 6 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 4831 M | +USD 63.9 M | 9 | 0.22% | Aumentadas |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| USD 3306 M | -USD 103 M | 11 | 0.18% | Reducidas |
|
| 8 |
Morgan Stanley
New York
| USD 2632 M | -USD 46.1 M | 16 | 0.14% | Reducidas |
|
| 9 |
AQR Capital Management
Greenwich,
Connecticut
| USD 2540 M | -USD 192 M | 8 | 0.89% | Reducidas |
|
| 10 |
JP Morgan Chase
New York
| USD 2367 M | +USD 61.8 M | 13 | 0.13% | Aumentadas |
|
| 11 |
Invesco
Atlanta,
Georgia
| USD 2159 M | +USD 276 M | 9 | 0.17% | Aumentadas |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| USD 1938 M | +USD 12.2 M | 10 | 0.12% | Aumentadas |
|
| 13 |
Capital World Investors
Los Angeles,
California
| USD 1462 M | -USD 262 M | 3 | 0.17% | Reducidas |
|
| 14 |
UBS Group
Zurich,
Switzerland
| USD 1259 M | +USD 134 M | 16 | 0.16% | Aumentadas |
|
| 15 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 1252 M | +USD 741 M | 10 | 0.13% | Aumentadas |
|
| 16 |
Norges Bank
Oslo,
Norway
| USD 1033 M | +USD 944 M | 3 | 0.1% | Nuevas |
|
| 17 |
Northern Trust
Chicago,
Illinois
| USD 1028 M | +USD 28.8 M | 12 | 0.12% | Aumentadas |
|
| 18 |
LPL Financial
San Diego,
California
| USD 1018 M | +USD 141 M | 14 | 0.23% | Aumentadas |
|
| 19 |
Dimensional Fund Advisors
Austin,
Texas
| USD 994 M | -USD 27.3 M | 7 | 0.18% | Reducidas |
|
| 20 |
First Trust Advisors
Wheaton,
Illinois
| USD 943 M | -USD 32.4 M | 6 | 0.55% | Reducidas |
|
| 21 |
Charles Schwab
San Francisco,
California
| USD 880 M | +USD 13.6 M | 9 | 0.12% | Aumentadas |
|
| 22 |
Goldman Sachs
New York
| USD 855 M | -USD 109 M | 11 | 0.07% | Reducidas |
|
| 23 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 714 M | +USD 132 M | 6 | 1.03% | Aumentadas |
|
| 24 |
Amundi
Paris,
France
| USD 708 M | +USD 297 M | 5 | 0.17% | Aumentadas |
|
| 25 |
Westfield Capital Management
Boston,
Massachusetts
| USD 704 M | -USD 482 M | 1 | 2.3% | Reducidas |
|