Acciones pecaminosas
Las acciones de empresas de sectores que muchos fondos tienen instrucciones de evitar —bebidas alcohólicas, tabaco, apuestas y armas—. Históricamente, el hecho de que otros las excluyan las ha mantenido baratas y con generosos pagos en efectivo.
78 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 501 |
Cincinnati Insurance
Fairfield,
Ohio
| USD 43.9 M | USD 0 | 1 | 0.63% | Mantenido |
|
| 502 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 43.7 M | +USD 8.36 M | 4 | 2.44% | Aumentadas |
|
| 503 |
SP
Solel Partners
Boston,
Massachusetts
| USD 43.7 M | +USD 28.8 M | 2 | 7.42% | Aumentadas |
|
| 504 |
Driehaus Capital Management
Chicago,
Illinois
| USD 43.7 M | -USD 12.9 M | 2 | 0.25% | Reducidas |
|
| 505 |
Goldentree Asset Management
New York
| USD 43.5 M | -USD 161 M | 1 | 2.53% | Reducidas |
|
| 506 |
Advisory Services Network
Atlanta,
Georgia
| USD 43.3 M | -USD 1.43 M | 13 | 0.49% | Reducidas |
|
| 507 |
CCP
Cyrus Capital Partners
New York
| USD 43.2 M | USD 0 | 1 | 27.65% | Mantenido |
|
| 508 |
Storebrand Asset Management
Lysaker,
Norway
| USD 43.1 M | +USD 286 k | 9 | 0.11% | Aumentadas |
|
| 509 |
Jump Financial
Chicago,
Illinois
| USD 43.1 M | +USD 5.59 M | 18 | 0.35% | Aumentadas |
|
| 510 |
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 43 M | +USD 3.25 M | 2 | 4.86% | Aumentadas |
|
| 511 |
ACM
Altrius Capital Management
New Bern,
North Carolina
| USD 42.9 M | +USD 569 k | 5 | 8.15% | Aumentadas |
|
| 512 |
Mangrove Partners
Greenwich,
Connecticut
| USD 42.5 M | +USD 1.99 M | 3 | 2.79% | Aumentadas |
|
| 513 |
Aristotle Capital Management
Los Angeles,
California
| USD 42 M | +USD 460 k | 2 | 0.09% | Aumentadas |
|
| 514 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 42 M | -USD 8.01 M | 6 | 0.53% | Reducidas |
|
| 515 |
Balentine LLC
Atlanta,
Georgia
| USD 41.9 M | +USD 180 k | 3 | 1.49% | Aumentadas |
|
| 516 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| USD 41.8 M | +USD 1.15 M | 9 | 0.39% | Aumentadas |
|
| 517 |
Foundation Resource Management
Little Rock,
Arkansas
| USD 41.7 M | +USD 48.9 k | 2 | 4.85% | Aumentadas |
|
| 518 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 41.6 M | +USD 32.6 M | 1 | 2.04% | Aumentadas |
|
| 519 |
Crossmark Global Holdings
Houston,
Texas
| USD 41.5 M | -USD 6.64 M | 11 | 0.54% | Reducidas |
|
| 520 |
J. Safra Sarasin Holding
| USD 41.4 M | +USD 1.85 M | 10 | 0.59% | Aumentadas |
|
| 521 |
Strategic Wealth Partners
Independence,
Ohio
| USD 41.3 M | +USD 20.6 M | 15 | 2.55% | Aumentadas |
|
| 522 |
Intact Investment Management
Montreal,
Quebec, Canada
| USD 41 M | +USD 3.99 M | 3 | 1.17% | Aumentadas |
|
| 523 |
MAI Capital Management
Independence,
Ohio
| USD 41 M | +USD 3.48 M | 15 | 0.15% | Aumentadas |
|
| 524 |
Aptus Capital Advisors
Fairhope,
Alabama
| USD 40.7 M | +USD 1.19 M | 8 | 0.28% | Aumentadas |
|
| 525 |
Bleakley Financial Group
Fairfield,
New Jersey
| USD 40.6 M | +USD 5.83 M | 11 | 0.52% | Aumentadas |
|