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 | |
|---|---|---|---|---|---|---|---|
| 476 |
NZS Capital
Denver,
Colorado
| USD 1277 M | -USD 83.7 M | 14 | 33.11% | Reducidas |
|
| 477 |
OHIF
Oriental Harbor Investment Fund
Hong Kong
| USD 1264 M | +USD 563 M | 10 | 76.64% | Aumentadas |
|
| 478 |
Manning & Napier Advisors
Fairport,
New York
| USD 1258 M | -USD 239 M | 38 | 16.13% | Reducidas |
|
| 479 |
Stockbridge Partners
Boston,
Massachusetts
| USD 1249 M | -USD 277 M | 2 | 26.28% | Reducidas |
|
| 480 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| USD 1245 M | -USD 74.7 M | 14 | 9.03% | Reducidas |
|
| 481 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 1240 M | -USD 143 M | 30 | 15.69% | Reducidas |
|
| 482 |
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 1236 M | +USD 33.8 M | 7 | 18.22% | Aumentadas |
|
| 483 |
Needham Investment Management
New York
| USD 1227 M | -USD 21.6 M | 30 | 36.91% | Reducidas |
|
| 484 |
Norinchukin Bank
Tokyo,
Japan
| USD 1224 M | +USD 24.8 M | 32 | 11.91% | Aumentadas |
|
| 485 |
LMR Partners
London,
United Kingdom
| USD 1223 M | -USD 615 M | 57 | 4.56% | Reducidas |
|
| 486 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 1223 M | +USD 41.9 M | 54 | 12.06% | Aumentadas |
|
| 487 |
Paradigm Capital Management Inc
Albany,
New York
| USD 1222 M | -USD 24.2 M | 17 | 33.24% | Reducidas |
|
| 488 |
Private Advisor Group
Morristown,
New Jersey
| USD 1219 M | -USD 50.4 M | 66 | 5.58% | Reducidas |
|
| 489 |
Egerton Capital (UK)
London,
United Kingdom
| USD 1217 M | +USD 4.42 M | 3 | 11.75% | Aumentadas |
|
| 490 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 1206 M | +USD 106 M | 20 | 13.65% | Aumentadas |
|
| 491 |
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| USD 1188 M | +USD 51.2 M | 27 | 11.53% | Aumentadas |
|
| 492 |
Liontrust Investment Partners
London,
United Kingdom
| USD 1180 M | -USD 68.5 M | 20 | 17.34% | Reducidas |
|
| 493 |
SCGE Management
Menlo Park,
California
| USD 1177 M | -USD 232 M | 7 | 19.96% | Reducidas |
|
| 494 |
Himension Capital (Singapore)
Singapore
| USD 1175 M | -USD 112 M | 37 | 72.07% | Reducidas |
|
| 495 |
Royce & Associates
New York
| USD 1171 M | -USD 366 M | 34 | 9.43% | Reducidas |
|
| 496 |
Eventide Asset Management
Boston,
Massachusetts
| USD 1169 M | +USD 90.8 M | 28 | 15.63% | Aumentadas |
|
| 497 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 1169 M | -USD 174 M | 46 | 3.63% | Reducidas |
|
| 498 |
Vest Financial
Mclean,
Virginia
| USD 1169 M | -USD 64.1 M | 35 | 12.27% | Reducidas |
|
| 499 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| USD 1167 M | -USD 483 M | 2 | 11.54% | Reducidas |
|
| 500 |
Beacon Pointe Advisors
Newport Beach,
California
| USD 1164 M | +USD 47.1 M | 45 | 5.4% | Aumentadas |
|