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 | |
|---|---|---|---|---|---|---|---|
| 3601 |
Northwest Wealth Management
Spencer,
Iowa
| USD 25.3 M | +USD 474 k | 18 | 3.34% | Aumentadas |
|
| 3602 |
Swiss Re
Zurich,
Switzerland
| USD 25.3 M | +USD 18.8 M | 21 | 2.3% | Aumentadas |
|
| 3603 |
Meros Investment Management
Dallas,
Texas
| USD 25.3 M | -USD 889 k | 3 | 8.03% | Reducidas |
|
| 3604 |
Ariadne Wealth Management
Santa Barbara,
California
| USD 25.3 M | -USD 1.62 M | 22 | 11.19% | Reducidas |
|
| 3605 |
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 25.3 M | -USD 3.73 M | 1 | 5.87% | Reducidas |
|
| 3606 |
BlackBarn Capital Partners
New York
| USD 25.3 M | -USD 25.6 M | 1 | 2.13% | Reducidas |
|
| 3607 |
Tiemann Investment Advisors
Menlo Park,
California
| USD 25.3 M | -USD 974 k | 19 | 9.16% | Reducidas |
|
| 3608 |
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 25.3 M | +USD 1.09 M | 12 | 11.98% | Aumentadas |
|
| 3609 |
Orser Capital Management
Southlake,
Texas
| USD 25.2 M | +USD 4.77 M | 7 | 12.52% | Aumentadas |
|
| 3610 |
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 25.2 M | -USD 43 M | 3 | 7.43% | Reducidas |
|
| 3611 |
Congruence Capital
Los Angeles,
California
| USD 25.2 M | -USD 3.58 M | 1 | 6.59% | Reducidas |
|
| 3612 |
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 25.2 M | +USD 618 k | 16 | 7.37% | Aumentadas |
|
| 3613 |
StrongBox Wealth
Lee's Summit,
Missouri
| USD 25.2 M | +USD 464 k | 14 | 7.18% | Aumentadas |
|
| 3614 |
Rexford Capital
Bellaire,
Texas
| USD 25.2 M | +USD 463 k | 19 | 15.41% | Aumentadas |
|
| 3615 |
Everest Management Corp
Cupertino,
California
| USD 25.2 M | -USD 2 M | 12 | 9.39% | Reducidas |
|
| 3616 |
SHC
SALT Holding Corp
Wilmington,
Delaware
| USD 25.2 M | USD 0 | 3 | 13.33% | Mantenido |
|
| 3617 |
BCM Advisors
Lafayette,
Louisiana
| USD 25.1 M | +USD 87.4 k | 4 | 4.9% | Aumentadas |
|
| 3618 |
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 25.1 M | -USD 738 k | 9 | 2.55% | Reducidas |
|
| 3619 |
ICW Investment Advisors
Scottsdale,
Arizona
| USD 25.1 M | +USD 682 k | 13 | 8.79% | Aumentadas |
|
| 3620 |
Opinicus Capital
Tampa,
Florida
| USD 25.1 M | +USD 693 k | 10 | 13.45% | Aumentadas |
|
| 3621 |
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| USD 25.1 M | -USD 137 k | 16 | 0.83% | Reducidas |
|
| 3622 |
Fourpath Capital Management
Oklahoma City,
Oklahoma
| USD 25.1 M | +USD 206 k | 12 | 3.3% | Aumentadas |
|
| 3623 |
ORG Wealth Partners
Dallas,
Texas
| USD 25.1 M | -USD 301 k | 32 | 3.76% | Reducidas |
|
| 3624 |
HC
Headland Capital
Mt. Pleasant,
South Carolina
| USD 25.1 M | -USD 181 k | 5 | 6.19% | Reducidas |
|
| 3625 |
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 25.1 M | +USD 2.76 M | 10 | 2.08% | Aumentadas |
|