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.
178 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 26 |
Nuveen
Charlotte,
North Carolina
| USD 79 mil M | -USD 757 M | 110 | 18.86% | Reducidas |
|
| 27 |
UBS Group
Zurich,
Switzerland
| USD 77 mil M | -USD 5595 M | 146 | 9.8% | Reducidas |
|
| 28 |
Ameriprise
Minneapolis,
Minnesota
| USD 75.2 mil M | -USD 4518 M | 101 | 15.21% | Reducidas |
|
| 29 |
Franklin Resources
San Mateo,
California
| USD 72.2 mil M | +USD 1152 M | 97 | 15.64% | Aumentadas |
|
| 30 |
Dimensional Fund Advisors
Austin,
Texas
| USD 67 mil M | -USD 1903 M | 101 | 12.15% | Reducidas |
|
| 31 |
Barclays
London,
United Kingdom
| USD 59.2 mil M | -USD 8790 M | 121 | 11.37% | Reducidas |
|
| 32 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 58.1 mil M | -USD 2866 M | 108 | 16.86% | Reducidas |
|
| 33 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 55.9 mil M | -USD 1852 M | 138 | 8.32% | Reducidas |
|
| 34 |
Wells Fargo
San Francisco,
California
| USD 54.8 mil M | +USD 3224 M | 129 | 8.88% | Aumentadas |
|
| 35 |
Primecap Management
Pasadena,
California
| USD 54.4 mil M | -USD 3411 M | 31 | 32.17% | Reducidas |
|
| 36 |
AllianceBernstein
Nashville,
Tennessee
| USD 52.4 mil M | +USD 5.29 M | 100 | 17.32% | Aumentadas |
|
| 37 |
Jupiter Topco
New York
| USD 52.1 mil M | +USD 46.9 mil M | 91 | 21.25% | Nuevas |
|
| 38 |
Citigroup
New York
| USD 49 mil M | +USD 4025 M | 125 | 16.2% | Aumentadas |
|
| 39 |
SG Americas Securities
New York
| USD 49 mil M | +USD 16.3 mil M | 103 | 27.42% | Aumentadas |
|
| 40 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 48.3 mil M | +USD 856 M | 58 | 15.31% | Aumentadas |
|
| 41 |
Fisher Asset Management
Camas,
Washington
| USD 47.4 mil M | +USD 797 M | 44 | 14.12% | Aumentadas |
|
| 42 |
HSBC Holdings
London,
United Kingdom
| USD 44.1 mil M | +USD 3184 M | 83 | 18.4% | Aumentadas |
|
| 43 |
BNP Paribas Financial Markets
Paris,
France
| USD 41.9 mil M | +USD 1904 M | 117 | 14.51% | Aumentadas |
|
| 44 |
Jennison Associates
New York
| USD 41.8 mil M | -USD 1383 M | 43 | 25.1% | Reducidas |
|
| 45 |
Swiss National Bank
Zurich,
Switzerland
| USD 38.4 mil M | -USD 2071 M | 85 | 20.07% | Reducidas |
|
| 46 |
Nvidia Corp
Santa Clara,
California
| USD 37.4 mil M | USD 0 | 4 | 58.99% | Mantenido |
|
| 47 |
American Century Companies
Kansas City,
Missouri
| USD 35.5 mil M | +USD 904 M | 93 | 15.68% | Aumentadas |
|
| 48 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 35.2 mil M | +USD 1641 M | 77 | 19.53% | Aumentadas |
|
| 49 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 34.7 mil M | -USD 831 M | 49 | 19.85% | Reducidas |
|
| 50 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 34.2 mil M | -USD 4154 M | 54 | 15.17% | Reducidas |
|