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 | |
|---|---|---|---|---|---|---|---|
| 2801 |
Bernard Wealth Management
Royal Oak,
Michigan
| USD 44.9 M | -USD 970 k | 15 | 16.55% | Reducidas |
|
| 2802 |
Infrastructure Capital Advisors
New York
| USD 44.9 M | +USD 24.3 M | 18 | 2.63% | Aumentadas |
|
| 2803 |
Formidable Asset Management
Cincinnati,
Ohio
| USD 44.8 M | -USD 1.67 M | 15 | 7.13% | Reducidas |
|
| 2804 |
Marvin & Palmer Associates
Wilmington,
Delaware
| USD 44.7 M | +USD 21 M | 7 | 28.15% | Aumentadas |
|
| 2805 |
Doheny Asset Management
Los Angeles,
California
| USD 44.7 M | +USD 1.05 M | 8 | 25.93% | Aumentadas |
|
| 2806 |
FirstWave Capital Management
Miami,
Florida
| USD 44.7 M | +USD 11.7 M | 11 | 19.73% | Aumentadas |
|
| 2807 |
Fourier Capital Management
Hong Kong,
| USD 44.7 M | -USD 45 M | 6 | 69.83% | Reducidas |
|
| 2808 |
Baxter Bros Inc
Riverside,
Connecticut
| USD 44.7 M | +USD 408 k | 14 | 5.17% | Aumentadas |
|
| 2809 |
River Road Asset Management
Louisville,
Kentucky
| USD 44.7 M | -USD 6.11 M | 4 | 0.5% | Reducidas |
|
| 2810 |
IAM Advisory
Easton,
Pennsylvania
| USD 44.6 M | +USD 783 k | 9 | 8.7% | Aumentadas |
|
| 2811 |
Phocas Financial Corp
Alameda,
California
| USD 44.5 M | -USD 9.5 M | 7 | 6.18% | Reducidas |
|
| 2812 |
Haven Capital Group
Westlake Village,
California
| USD 44.5 M | -USD 989 k | 6 | 35.74% | Reducidas |
|
| 2813 |
Zullo Investment Group
Scranton,
Pennsylvania
| USD 44.5 M | -USD 295 k | 17 | 15.17% | Reducidas |
|
| 2814 |
Vision Retirement
Ridgewood,
New Jersey
| USD 44.5 M | +USD 3.48 M | 33 | 10.75% | Aumentadas |
|
| 2815 |
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| USD 44.5 M | -USD 21.3 M | 4 | 14.15% | Reducidas |
|
| 2816 |
Canyon Capital Advisors
Dallas,
Texas
| USD 44.5 M | -USD 13.3 M | 2 | 5.04% | Reducidas |
|
| 2817 |
Paradiem
Covington,
Louisiana
| USD 44.4 M | -USD 8.58 M | 9 | 9.58% | Reducidas |
|
| 2818 |
Coppell Advisory Solutions
Coppell,
Texas
| USD 44.4 M | +USD 33 M | 25 | 3.67% | Aumentadas |
|
| 2819 |
Herold Advisors
New York
| USD 44.4 M | -USD 610 k | 14 | 8.77% | Reducidas |
|
| 2820 |
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 44.3 M | +USD 2.7 M | 4 | 9.48% | Aumentadas |
|
| 2821 |
SHP Wealth Management
Plymouth,
Massachusetts
| USD 44.3 M | +USD 3.75 M | 72 | 3.05% | Aumentadas |
|
| 2822 |
TW
Titan Wealth
St Peter Port,
| USD 44.3 M | -USD 4.38 M | 4 | 16.44% | Reducidas |
|
| 2823 |
Eagle Strategies
New York
| USD 44.3 M | +USD 332 k | 12 | 4.4% | Aumentadas |
|
| 2824 |
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 44.3 M | -USD 3.39 M | 9 | 5.26% | Reducidas |
|
| 2825 |
Arvin Capital Management
Austin,
Texas
| USD 44.2 M | +USD 9.4 M | 4 | 5.77% | Aumentadas |
|