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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Dorsal Capital Management
Redwood City,
California
| USD 173 M | +USD 121 M | 1 | 6.14% | Nuevas |
|
| 477 |
United Capital Financial Advisors
Irving,
Texas
| USD 173 M | +USD 496 k | 7 | 0.95% | Aumentadas |
|
| 478 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 173 M | -USD 4.32 M | 4 | 1.26% | Reducidas |
|
| 479 |
HIC
Harbor Island Capital
Topsfield,
Massachusetts
| USD 172 M | -USD 15.1 M | 3 | 45.91% | Reducidas |
|
| 480 |
Hamilton Capital Partners (Canada)
Toronto,
| USD 172 M | +USD 650 k | 3 | 5% | Aumentadas |
|
| 481 |
Bahl & Gaynor
Cincinnati,
Ohio
| USD 172 M | -USD 3.6 M | 5 | 0.79% | Reducidas |
|
| 482 |
Blackstone Inc
New York
| USD 171 M | -USD 10.6 M | 5 | 0.44% | Reducidas |
|
| 483 |
ARS Investment Partners
New York
| USD 170 M | -USD 8.93 M | 3 | 7.43% | Reducidas |
|
| 484 |
Fideuram Asset Management (Ireland)
Dublin 1,
| USD 169 M | +USD 134 M | 5 | 3.22% | Aumentadas |
|
| 485 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 169 M | +USD 6.81 M | 5 | 0.52% | Aumentadas |
|
| 486 |
Glenview Capital Management
New York
| USD 169 M | -USD 56.7 M | 3 | 3.07% | Reducidas |
|
| 487 |
PCM
Palestra Capital Management
New York
| USD 169 M | +USD 20.1 M | 1 | 5.71% | Aumentadas |
|
| 488 |
Renaissance Group
Covington,
Kentucky
| USD 167 M | -USD 50.2 M | 5 | 6.8% | Reducidas |
|
| 489 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 167 M | -USD 98.6 M | 1 | 1.23% | Reducidas |
|
| 490 |
Fiduciary Trust
Boston,
Massachusetts
| USD 166 M | -USD 4.49 M | 6 | 1.8% | Reducidas |
|
| 491 |
Advisory Services Network
Atlanta,
Georgia
| USD 165 M | -USD 4.24 M | 7 | 1.87% | Reducidas |
|
| 492 |
Allworth Financial
Folsom,
California
| USD 165 M | -USD 5.02 M | 15 | 0.7% | Reducidas |
|
| 493 |
Harvey Partners
Tarrytown,
New York
| USD 164 M | -USD 65.3 M | 3 | 11.24% | Reducidas |
|
| 494 |
Moore Capital Management
New York
| USD 164 M | +USD 51.8 M | 5 | 2.43% | Aumentadas |
|
| 495 |
Madison Asset Management
Madison,
Wisconsin
| USD 163 M | -USD 7.8 M | 3 | 1.94% | Reducidas |
|
| 496 |
Munich Reinsurance
Munich,
| USD 162 M | -USD 17.1 M | 3 | 3.55% | Reducidas |
|
| 497 |
Argent Capital Management
St Louis,
Missouri
| USD 162 M | -USD 6.48 M | 4 | 5.13% | Reducidas |
|
| 498 |
Midwest Trust
Overland Park,
Kansas
| USD 161 M | +USD 2.45 M | 5 | 1.82% | Aumentadas |
|
| 499 |
Gabelli Funds
Rye,
New York
| USD 160 M | -USD 9.8 M | 10 | 1.02% | Reducidas |
|
| 500 |
J. Safra Sarasin Holding
| USD 159 M | +USD 13.9 M | 5 | 2.29% | Aumentadas |
|