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 | |
|---|---|---|---|---|---|---|---|
| 326 |
DnB Asset Management
Oslo,
Norway
| USD 366 M | -USD 13.2 M | 11 | 1.02% | Reducidas |
|
| 327 |
Sachem Head Capital Management
New York
| USD 361 M | +USD 254 M | 1 | 7.5% | Nuevas |
|
| 328 |
Walleye Capital
New York
| USD 360 M | -USD 102 M | 14 | 1.29% | Reducidas |
|
| 329 |
IMC Chicago
Chicago,
Illinois
| USD 359 M | +USD 151 M | 9 | 0.09% | Aumentadas |
|
| 330 |
Amalgamated Bank
New York
| USD 357 M | -USD 5.07 M | 13 | 2.47% | Reducidas |
|
| 331 |
Lazard Frères Gestion
Paris,
France
| USD 356 M | -USD 55.4 M | 2 | 6.17% | Reducidas |
|
| 332 |
M&T Bank
Buffalo,
New York
| USD 354 M | +USD 2.51 M | 12 | 1.04% | Aumentadas |
|
| 333 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 352 M | +USD 8.78 M | 16 | 2.89% | Aumentadas |
|
| 334 |
Lido Advisors
Los Angeles,
California
| USD 352 M | -USD 8.67 M | 9 | 0.96% | Reducidas |
|
| 335 |
NZS Capital
Denver,
Colorado
| USD 351 M | -USD 19 M | 2 | 9.11% | Reducidas |
|
| 336 |
Munro Partners
Melbourne,
Australia
| USD 350 M | +USD 238 M | 5 | 7.7% | Aumentadas |
|
| 337 |
Cornerstone Investment Partners
Atlanta,
Georgia
| USD 349 M | -USD 99 M | 8 | 11.67% | Reducidas |
|
| 338 |
IFM Investors
Melbourne,
Australia
| USD 347 M | +USD 19.8 M | 3 | 2.3% | Aumentadas |
|
| 339 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 342 M | +USD 55.2 M | 6 | 6.01% | Aumentadas |
|
| 340 |
Valley Forge Capital Management
Miami,
Florida
| USD 340 M | USD 0 | 1 | 10.92% | Mantenido |
|
| 341 |
ASR Vermogensbeheer
Utrecht,
Netherlands
| USD 337 M | +USD 49.7 M | 4 | 3.47% | Aumentadas |
|
| 342 |
PensionDanmark
Copenhagen O,
Denmark
| USD 334 M | +USD 14.1 M | 3 | 2.78% | Aumentadas |
|
| 343 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 333 M | -USD 16.1 M | 5 | 1.82% | Reducidas |
|
| 344 |
Factory Mutual Insurance
Waltham,
Massachusetts
| USD 332 M | -USD 17.3 k | 3 | 3.12% | Reducidas |
|
| 345 |
Heard Capital LLC
Chicago,
Illinois
| USD 328 M | -USD 95.1 M | 1 | 14.05% | Reducidas |
|
| 346 |
MUFG Securities EMEA
London,
United Kingdom
| USD 328 M | +USD 54.1 M | 5 | 3.44% | Aumentadas |
|
| 347 |
Needham Investment Management
New York
| USD 327 M | -USD 15.1 M | 10 | 9.83% | Reducidas |
|
| 348 |
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
| USD 326 M | +USD 13.8 M | 2 | 3.47% | Aumentadas |
|
| 349 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 322 M | +USD 287 k | 4 | 1.2% | Aumentadas |
|
| 350 |
Banco Santander
Madrid,
Spain
| USD 318 M | +USD 103 M | 5 | 1.98% | Aumentadas |
|