Empaquetado avanzado
El empaquetado avanzado apila e interconecta chips ya fabricados en un solo componente de alto rendimiento. Se ha convertido en la principal forma de añadir capacidad ahora que se está ralentizando la reducción del tamaño de los transistores. Es el proceso en el que se unen los aceleradores y la memoria.
10 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
| USD 28.8 mil M | -USD 612 M | 7 | 1.25% | Reducidas |
|
| 2 |
Capital World Investors
Los Angeles,
California
| USD 16.4 mil M | +USD 603 M | 1 | 1.94% | Aumentadas |
|
| 3 |
BlackRock
New York
| USD 15.7 mil M | +USD 895 M | 8 | 0.23% | Aumentadas |
|
| 4 |
Sanders Capital
West Palm Beach,
Florida
| USD 12.5 mil M | -USD 775 M | 1 | 12.51% | Reducidas |
|
| 5 |
JP Morgan Chase
New York
| USD 12 mil M | +USD 256 M | 8 | 0.66% | Aumentadas |
|
| 6 |
Fisher Asset Management
Camas,
Washington
| USD 9552 M | +USD 29.1 M | 4 | 2.84% | Aumentadas |
|
| 7 |
Goldman Sachs
New York
| USD 8443 M | +USD 2796 M | 8 | 0.73% | Aumentadas |
|
| 8 |
Morgan Stanley
New York
| USD 8329 M | +USD 441 M | 9 | 0.44% | Aumentadas |
|
| 9 |
VanEck Associates
New York
| USD 8237 M | -USD 821 M | 3 | 5.02% | Reducidas |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| USD 7902 M | +USD 557 M | 8 | 0.51% | Aumentadas |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 6045 M | +USD 1508 M | 6 | 0.61% | Aumentadas |
|
| 12 |
Capital International Investors
Los Angeles,
California
| USD 5646 M | +USD 56.6 M | 2 | 1.17% | Aumentadas |
|
| 13 |
Jennison Associates
New York
| USD 5329 M | -USD 533 M | 2 | 3.2% | Reducidas |
|
| 14 |
UBS Group
Zurich,
Switzerland
| USD 5140 M | -USD 729 M | 9 | 0.65% | Reducidas |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| USD 5029 M | +USD 224 M | 2 | 0.7% | Aumentadas |
|
| 16 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 4760 M | -USD 68.1 M | 3 | 1.51% | Reducidas |
|
| 17 |
Coatue Management
New York
| USD 4258 M | -USD 150 M | 1 | 8.76% | Reducidas |
|
| 18 |
WCM Investment Management
Laguna Beach,
California
| USD 4215 M | -USD 26.8 M | 1 | 7.64% | Reducidas |
|
| 19 |
Bank of New York Mellon
New York
| USD 4127 M | -USD 610 M | 7 | 0.68% | Reducidas |
|
| 20 |
Jupiter Topco
New York
| USD 3874 M | +USD 3291 M | 5 | 1.58% | Nuevas |
|
| 21 |
Franklin Resources
San Mateo,
California
| USD 3600 M | -USD 160 M | 6 | 0.78% | Reducidas |
|
| 22 |
American Century Companies
Kansas City,
Missouri
| USD 3501 M | -USD 200 M | 6 | 1.55% | Reducidas |
|
| 23 |
Northern Trust
Chicago,
Illinois
| USD 3397 M | -USD 123 M | 6 | 0.4% | Reducidas |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| USD 3363 M | -USD 478 M | 5 | 0.58% | Reducidas |
|
| 25 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 3176 M | +USD 27.8 M | 9 | 0.47% | Aumentadas |
|