Equipos para semiconductores y litografía
Los equipos de capital para semiconductores abarcan las herramientas de deposición, grabado, inspección y litografía que transforman una oblea en un chip. La litografía más avanzada tiene un único proveedor, lo que convierte a este grupo en un punto crítico para toda la industria.
21 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 301 |
Czech National Bank
Prague,
Czech Republic
| USD 430 M | +USD 12.2 M | 3 | 2.34% | Aumentadas |
|
| 302 |
Quadrature Capital
London,
United Kingdom
| USD 422 M | -USD 38.1 M | 7 | 3.61% | Reducidas |
|
| 303 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 420 M | -USD 131 M | 13 | 1.07% | Reducidas |
|
| 304 |
Saturna Capital
Bellingham,
Washington
| USD 412 M | -USD 105 M | 2 | 5.03% | Reducidas |
|
| 305 |
Zurich Insurance Group
Zurich,
Switzerland
| USD 411 M | +USD 27.7 M | 3 | 2.85% | Aumentadas |
|
| 306 |
Calamos Advisors
Naperville,
Illinois
| USD 410 M | -USD 38.4 M | 7 | 1.36% | Reducidas |
|
| 307 |
Analog Century Management
New York
| USD 409 M | +USD 69.9 M | 3 | 14.97% | Aumentadas |
|
| 308 |
Polen Capital Management
Boca Raton,
Florida
| USD 408 M | -USD 56.6 M | 6 | 3.52% | Reducidas |
|
| 309 |
Crestwood Advisors Group
Boston,
Massachusetts
| USD 403 M | -USD 32.3 M | 5 | 5.97% | Reducidas |
|
| 310 |
Jericho Capital Asset Management
New York
| USD 400 M | -USD 162 M | 1 | 3.31% | Reducidas |
|
| 311 |
Abrams Bison Investments
Bethesda,
Maryland
| USD 399 M | -USD 70.1 M | 1 | 19.48% | Reducidas |
|
| 312 |
Clear Street
New York
| USD 399 M | +USD 178 M | 8 | 1.01% | Aumentadas |
|
| 313 |
Findlay Park Partners
London,
United Kingdom
| USD 398 M | +USD 79.1 M | 2 | 5.38% | Aumentadas |
|
| 314 |
QRG Capital Management
Chicago,
Illinois
| USD 395 M | +USD 39.2 M | 10 | 3.24% | Aumentadas |
|
| 315 |
MML Investors Services
Springfield,
Massachusetts
| USD 392 M | +USD 50.2 M | 14 | 0.8% | Aumentadas |
|
| 316 |
Y.D. More Investments
Ramat Gan,
Israel
| USD 387 M | +USD 12.2 M | 6 | 12.05% | Aumentadas |
|
| 317 |
Commonwealth of Pennsylvania Public School Employees Retirement System
Harrisburg,
Pennsylvania
| USD 382 M | -USD 13.1 M | 15 | 1.86% | Reducidas |
|
| 318 |
Boston Trust Walden
Boston,
Massachusetts
| USD 378 M | -USD 29.8 M | 5 | 2.88% | Reducidas |
|
| 319 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 377 M | -USD 880 M | 4 | 0.94% | Reducidas |
|
| 320 |
Egerton Capital (UK)
London,
United Kingdom
| USD 377 M | +USD 240 M | 1 | 3.64% | Nuevas |
|
| 321 |
Pinnacle Associates
New York
| USD 374 M | -USD 20.3 M | 10 | 4.08% | Reducidas |
|
| 322 |
TA
Trivest Advisors
Hong Kong
| USD 373 M | +USD 3.2 M | 1 | 11.72% | Aumentadas |
|
| 323 |
Pathstone Holdings
Englewood,
New Jersey
| USD 369 M | +USD 2.65 M | 14 | 1.07% | Aumentadas |
|
| 324 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| USD 368 M | +USD 44.6 M | 10 | 1.13% | Aumentadas |
|
| 325 |
BAMCO Inc
New York
| USD 366 M | -USD 36.2 M | 6 | 0.55% | Reducidas |
|