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 | |
|---|---|---|---|---|---|---|---|
| 451 |
Groupe la Francaise
Paris,
France
| USD 194 M | -USD 45.5 M | 3 | 2.33% | Reducidas |
|
| 452 |
Novo Holdings A/S
Hellerup,
Denmark
| USD 189 M | USD 0 | 1 | 10.97% | Mantenido |
|
| 453 |
Baker Avenue Asset Management
San Francisco,
California
| USD 188 M | +USD 6.29 M | 5 | 3.56% | Aumentadas |
|
| 454 |
McGuire Investment Group
Wakefield,
Rhode Island
| USD 187 M | -USD 1.32 M | 4 | 16.41% | Reducidas |
|
| 455 |
BCV Asset Management
Winnipeg,
| USD 187 M | -USD 25.7 M | 2 | 5.66% | Reducidas |
|
| 456 |
Crosslink Capital
Menlo Park,
California
| USD 187 M | -USD 17.5 M | 1 | 13.8% | Reducidas |
|
| 457 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 187 M | -USD 44.9 M | 6 | 2.22% | Reducidas |
|
| 458 |
Employees Retirement System of Texas
Austin,
Texas
| USD 185 M | +USD 67.8 M | 5 | 1.47% | Aumentadas |
|
| 459 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 185 M | -USD 7.27 M | 13 | 1.84% | Reducidas |
|
| 460 |
Achmea Investment Management
Zeist,
Netherlands
| USD 184 M | -USD 35.4 M | 1 | 4.61% | Reducidas |
|
| 461 |
Geneva Capital Management
Milwaukee,
Wisconsin
| USD 184 M | -USD 62 M | 1 | 4.22% | Reducidas |
|
| 462 |
SummitTX Capital
Fort Worth,
Texas
| USD 184 M | -USD 7.6 M | 5 | 4.73% | Reducidas |
|
| 463 |
Sculptor Capital
New York
| USD 184 M | -USD 182 M | 4 | 1.5% | Reducidas |
|
| 464 |
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 183 M | +USD 90.3 M | 6 | 2.22% | Aumentadas |
|
| 465 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 183 M | -USD 8.26 M | 3 | 5.88% | Reducidas |
|
| 466 |
Yousif Capital Management
Bloomfield Hills,
Michigan
| USD 183 M | -USD 14.9 M | 14 | 2.04% | Reducidas |
|
| 467 |
Dundas Partners
Edinburgh,
United Kingdom
| USD 183 M | -USD 4.79 M | 1 | 13.21% | Reducidas |
|
| 468 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 182 M | -USD 3.29 M | 11 | 2.05% | Reducidas |
|
| 469 |
Crossmark Global Holdings
Houston,
Texas
| USD 182 M | -USD 10.3 M | 14 | 2.36% | Reducidas |
|
| 470 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 180 M | +USD 14.8 M | 14 | 1.38% | Aumentadas |
|
| 471 |
Grandfield & Dodd
New York
| USD 180 M | -USD 9.41 M | 2 | 9.46% | Reducidas |
|
| 472 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 180 M | -USD 26.3 M | 5 | 3.44% | Reducidas |
|
| 473 |
Kennedy Capital Management
St Louis,
Missouri
| USD 177 M | -USD 58.2 M | 8 | 3.14% | Reducidas |
|
| 474 |
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 176 M | +USD 114 M | 1 | 6.01% | Aumentadas |
|
| 475 |
AIM
Allen Investment Management
New York
| USD 176 M | +USD 32.3 M | 4 | 2.09% | Aumentadas |
|