Semiconductores
Las empresas de semiconductores diseñan y fabrican los chips que sustentan todos los demás temas tecnológicos. Es una industria muy cíclica y que requiere enormes cantidades de capital, y un puñado de empresas controla las etapas que ninguna otra puede llevar a cabo.
181 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 251 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 4252 M | -USD 420 M | 36 | 7.18% | Reducidas |
|
| 252 |
Marex Group
London,
| USD 4245 M | +USD 418 M | 67 | 18.01% | Aumentadas |
|
| 253 |
AssetMark Inc
Concord,
California
| USD 4194 M | +USD 40 M | 90 | 7.21% | Aumentadas |
|
| 254 |
Aspex Management (HK)
Central,
Hong Kong
| USD 4131 M | +USD 332 M | 6 | 46.47% | Aumentadas |
|
| 255 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 4073 M | +USD 64.5 M | 30 | 19.46% | Aumentadas |
|
| 256 |
Woodline Partners
San Francisco,
California
| USD 4059 M | +USD 247 M | 48 | 12.55% | Aumentadas |
|
| 257 |
Calamos Advisors
Naperville,
Illinois
| USD 4020 M | -USD 416 M | 44 | 13.37% | Reducidas |
|
| 258 |
Resona Asset Management
Koto-Ku,tokyo,
Japan
| USD 4007 M | -USD 268 M | 33 | 18.82% | Reducidas |
|
| 259 |
Czech National Bank
Prague,
Czech Republic
| USD 3885 M | +USD 195 M | 29 | 21.17% | Aumentadas |
|
| 260 |
HRT Financial
New York
| USD 3844 M | -USD 282 M | 73 | 7.02% | Reducidas |
|
| 261 |
MetLife Investment Management
Whippany,
New Jersey
| USD 3838 M | +USD 13.3 M | 94 | 17.39% | Aumentadas |
|
| 262 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 3822 M | -USD 21.2 M | 81 | 19.22% | Reducidas |
|
| 263 |
PineStone Asset Management
Montreal,
Quebec, Canada
| USD 3774 M | +USD 498 M | 4 | 23.31% | Aumentadas |
|
| 264 |
Guggenheim Capital
Chicago,
Illinois
| USD 3754 M | +USD 215 M | 77 | 23.63% | Aumentadas |
|
| 265 |
Xponance
Philadelphia,
Pennsylvania
| USD 3723 M | +USD 251 M | 82 | 22.83% | Aumentadas |
|
| 266 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 3703 M | +USD 443 M | 46 | 15.99% | Aumentadas |
|
| 267 |
Cardano Risk Management
Rotterdam,
Netherlands
| USD 3677 M | +USD 91.4 M | 9 | 28.31% | Aumentadas |
|
| 268 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| USD 3675 M | +USD 31.5 M | 80 | 7.12% | Aumentadas |
|
| 269 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 3643 M | +USD 118 M | 11 | 21.58% | Aumentadas |
|
| 270 |
Hudson Bay Capital Management
Stamford,
Connecticut
| USD 3619 M | +USD 153 M | 39 | 9.83% | Aumentadas |
|
| 271 |
Atreides Management
Boston,
Massachusetts
| USD 3602 M | -USD 84.3 M | 13 | 25.13% | Reducidas |
|
| 272 |
WAM
WT Asset Management
Hong Kong
| USD 3547 M | -USD 2142 M | 12 | 70.2% | Reducidas |
|
| 273 |
TCW Group
Los Angeles,
California
| USD 3523 M | -USD 150 M | 37 | 23.69% | Reducidas |
|
| 274 |
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| USD 3505 M | +USD 1353 M | 63 | 16.02% | Aumentadas |
|
| 275 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
| USD 3454 M | -USD 732 M | 24 | 12.53% | Reducidas |
|