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 | |
|---|---|---|---|---|---|---|---|
| 576 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 898 M | -USD 106 M | 14 | 16.42% | Reducidas |
|
| 577 |
Midwest Trust
Overland Park,
Kansas
| USD 898 M | +USD 183 k | 31 | 10.17% | Aumentadas |
|
| 578 |
Harvard Management Company
Boston,
Massachusetts
| USD 897 M | +USD 252 M | 5 | 21.05% | Aumentadas |
|
| 579 |
SurgoCap Partners
New York
| USD 895 M | -USD 81.2 M | 3 | 28.94% | Reducidas |
|
| 580 |
Harvest Portfolios Group
Oakville,
Ontario, Canada
| USD 895 M | -USD 54.1 M | 9 | 12.61% | Reducidas |
|
| 581 |
E. Ohman J:or Asset Management
Stockholm,
Sweden
| USD 892 M | +USD 5.07 M | 27 | 20.73% | Aumentadas |
|
| 582 |
HUB Investment Partners
Austin,
Texas
| USD 884 M | +USD 148 M | 53 | 15.88% | Aumentadas |
|
| 583 |
Contrarius Group Holdings
Hamilton,
Bermuda
| USD 884 M | +USD 730 M | 7 | 40.73% | Aumentadas |
|
| 584 |
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 883 M | +USD 31.5 M | 51 | 22.67% | Aumentadas |
|
| 585 |
Kingsview Wealth Management
Grants Pass,
Oregon
| USD 882 M | +USD 84.9 M | 42 | 10.69% | Aumentadas |
|
| 586 |
Simplex Trading
Chicago,
Illinois
| USD 878 M | -USD 191 M | 95 | 0.51% | Reducidas |
|
| 587 |
Welch & Forbes
Boston,
Massachusetts
| USD 877 M | -USD 2.75 M | 25 | 10.66% | Reducidas |
|
| 588 |
Slate Path Capital
New York
| USD 874 M | -USD 2126 M | 4 | 12.1% | Reducidas |
|
| 589 |
Caxton Associates (UK)
London,
| USD 872 M | -USD 435 M | 52 | 16.36% | Reducidas |
|
| 590 |
Verition Fund Management
Greenwich,
Connecticut
| USD 869 M | +USD 92.2 M | 43 | 4.41% | Aumentadas |
|
| 591 |
AHT
Amanah Holdings Trust
London,
| USD 867 M | USD 0 | 5 | 50.94% | Mantenido |
|
| 592 |
Tairen Capital
Hong Kong
| USD 864 M | -USD 100 M | 23 | 76.28% | Reducidas |
|
| 593 |
Valliance Asset Management
Central,
Hong Kong
| USD 862 M | +USD 425 M | 5 | 99.78% | Aumentadas |
|
| 594 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 861 M | +USD 52.4 M | 32 | 6.29% | Aumentadas |
|
| 595 |
PCM
Palestra Capital Management
New York
| USD 856 M | +USD 250 M | 6 | 29.04% | Aumentadas |
|
| 596 |
Merit Financial Group
Alpharetta,
Georgia
| USD 854 M | +USD 49.7 M | 74 | 5.21% | Aumentadas |
|
| 597 |
First Pacific Advisors
El Segundo,
California
| USD 852 M | -USD 71.3 M | 3 | 10.53% | Reducidas |
|
| 598 |
Capital Wealth Planning
Naples,
Florida
| USD 851 M | +USD 405 M | 13 | 4.25% | Aumentadas |
|
| 599 |
Kestra Private Wealth Services
Austin,
Texas
| USD 849 M | -USD 19.3 M | 56 | 9.34% | Reducidas |
|
| 600 |
FengHe Fund Management
Singapore
| USD 849 M | +USD 93.4 M | 10 | 80.53% | Aumentadas |
|