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 | |
|---|---|---|---|---|---|---|---|
| 526 |
Waverly Advisors
Birmingham,
Alabama
| USD 1029 M | +USD 77.8 M | 55 | 5.97% | Aumentadas |
|
| 527 |
Nikko Asset Management Americas
New York
| USD 1028 M | -USD 345 M | 12 | 13.27% | Reducidas |
|
| 528 |
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 1023 M | +USD 33.8 M | 13 | 19.99% | Aumentadas |
|
| 529 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 1022 M | +USD 8.55 M | 75 | 7.82% | Aumentadas |
|
| 530 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 1016 M | +USD 37.7 M | 26 | 12.4% | Aumentadas |
|
| 531 |
Gulf International Bank (UK)
London,
United Kingdom
| USD 1007 M | -USD 18 M | 28 | 19.85% | Reducidas |
|
| 532 |
Marsico Capital Management
Denver,
Colorado
| USD 1007 M | +USD 12.2 M | 13 | 26.27% | Aumentadas |
|
| 533 |
Generali Asset Management
Trieste,
Italy
| USD 1004 M | +USD 28.3 M | 29 | 18.15% | Aumentadas |
|
| 534 |
Horizon Investments
Charlotte,
North Carolina
| USD 1001 M | -USD 22.4 M | 57 | 10.94% | Reducidas |
|
| 535 |
Jain Global
New York
| USD 1001 M | -USD 182 M | 53 | 3.93% | Reducidas |
|
| 536 |
Concurrent Investment Advisors
Tampa,
Florida
| USD 991 M | +USD 76.4 M | 63 | 8.43% | Aumentadas |
|
| 537 |
Comgest Global Investors
Paris,
France
| USD 990 M | +USD 8.61 M | 6 | 21.79% | Aumentadas |
|
| 538 |
RK Capital Management (Florida)
Weston,
Florida
| USD 989 M | +USD 880 M | 5 | 9.14% | Nuevas |
|
| 539 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 986 M | +USD 57.7 M | 45 | 23.08% | Aumentadas |
|
| 540 |
Silvant Capital Management
Atlanta,
Georgia
| USD 983 M | +USD 198 M | 31 | 28.61% | Aumentadas |
|
| 541 |
Gabelli Funds
Rye,
New York
| USD 981 M | +USD 1.88 M | 43 | 6.27% | Aumentadas |
|
| 542 |
Frontier Capital Management
Boston,
Massachusetts
| USD 981 M | -USD 486 M | 23 | 9.14% | Reducidas |
|
| 543 |
Boston Trust Walden
Boston,
Massachusetts
| USD 971 M | +USD 7.5 M | 23 | 7.39% | Aumentadas |
|
| 544 |
Y.D. More Investments
Ramat Gan,
Israel
| USD 970 M | +USD 63.5 M | 26 | 30.18% | Aumentadas |
|
| 545 |
Nearwater Capital Markets
Dublin 4, Dublin,
Ireland
| USD 964 M | -USD 71.2 M | 9 | 16.62% | Reducidas |
|
| 546 |
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
| USD 962 M | -USD 17.3 M | 44 | 6.56% | Reducidas |
|
| 547 |
Tocqueville Asset Management
New York
| USD 961 M | -USD 113 M | 27 | 12.71% | Reducidas |
|
| 548 |
Wasatch Advisors
Salt Lake City,
Utah
| USD 960 M | -USD 444 M | 12 | 6.28% | Reducidas |
|
| 549 |
YC
Yarbrough Capital
Franklin,
Tennessee
| USD 959 M | +USD 10.2 M | 14 | 28.7% | Aumentadas |
|
| 550 |
Cresset Asset Management
Chicago,
Illinois
| USD 958 M | +USD 55.4 M | 60 | 3.47% | Aumentadas |
|