Agua
El agua es un negocio local, regulado y que requiere mucho capital, que abarca la captación, el tratamiento y la distribución, así como la red por la que se pierde agua. La escasez y las normas de calidad cada vez más estrictas impulsan el gasto al alza, independientemente del ciclo económico.
67 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 26 |
Dodge & Cox
San Francisco,
California
| USD 2390 M | +USD 1268 M | 2 | 1.25% | Aumentadas |
|
| 27 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 2189 M | -USD 14.5 M | 51 | 0.33% | Reducidas |
|
| 28 |
UBS Group
Zurich,
Switzerland
| USD 2168 M | +USD 238 M | 55 | 0.28% | Aumentadas |
|
| 29 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 1926 M | -USD 12.3 M | 44 | 0.42% | Reducidas |
|
| 30 |
AQR Capital Management
Greenwich,
Connecticut
| USD 1861 M | +USD 233 M | 37 | 0.65% | Aumentadas |
|
| 31 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 1782 M | +USD 583 M | 8 | 1.17% | Aumentadas |
|
| 32 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 1771 M | +USD 366 M | 23 | 0.79% | Aumentadas |
|
| 33 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 1749 M | -USD 180 M | 14 | 5.43% | Reducidas |
|
| 34 |
Franklin Resources
San Mateo,
California
| USD 1699 M | -USD 50.5 M | 32 | 0.37% | Reducidas |
|
| 35 |
Aristotle Capital Management
Los Angeles,
California
| USD 1697 M | -USD 100 M | 4 | 3.56% | Reducidas |
|
| 36 |
Victory Capital Management
San Antonio,
Texas
| USD 1600 M | +USD 162 M | 26 | 0.9% | Aumentadas |
|
| 37 |
Nordea Investment Management
Stockholm,
Sweden
| USD 1592 M | -USD 30.4 M | 19 | 1.3% | Reducidas |
|
| 38 |
Wells Fargo
San Francisco,
California
| USD 1563 M | -USD 4.49 M | 47 | 0.25% | Reducidas |
|
| 39 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 1523 M | +USD 95.5 M | 37 | 0.44% | Aumentadas |
|
| 40 |
Nuveen
Charlotte,
North Carolina
| USD 1482 M | -USD 271 M | 36 | 0.35% | Reducidas |
|
| 41 |
Gates Foundation Trust
Kirkland,
Washington
| USD 1465 M | USD 0 | 2 | 4.26% | Mantenido |
|
| 42 |
AllianceBernstein
Nashville,
Tennessee
| USD 1420 M | -USD 71.9 M | 36 | 0.47% | Reducidas |
|
| 43 |
Ameriprise
Minneapolis,
Minnesota
| USD 1353 M | -USD 253 M | 37 | 0.27% | Reducidas |
|
| 44 |
Swedbank
Stockholm,
Sweden
| USD 1207 M | -USD 177 M | 9 | 1.04% | Reducidas |
|
| 45 |
GQG Partners
Ft. Lauderdale,
Florida
| USD 1171 M | +USD 318 M | 1 | 2.18% | Aumentadas |
|
| 46 |
Principal Financial Group
Des Moines,
Iowa
| USD 1133 M | -USD 2.2 M | 29 | 0.56% | Reducidas |
|
| 47 |
Jupiter Topco
New York
| USD 1125 M | +USD 1099 M | 28 | 0.46% | Nuevas |
|
| 48 |
HSBC Holdings
London,
United Kingdom
| USD 1119 M | +USD 78.2 M | 20 | 0.47% | Aumentadas |
|
| 49 |
Capital World Investors
Los Angeles,
California
| USD 1104 M | -USD 333 M | 6 | 0.13% | Reducidas |
|
| 50 |
American Century Companies
Kansas City,
Missouri
| USD 1069 M | -USD 63.8 M | 31 | 0.47% | Reducidas |
|