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 | |
|---|---|---|---|---|---|---|---|
| 601 |
Findlay Park Partners
London,
United Kingdom
| USD 847 M | -USD 35.9 M | 5 | 11.43% | Reducidas |
|
| 602 |
Davis Selected Advisers
Tucson,
Arizona
| USD 846 M | -USD 613 M | 6 | 3.63% | Reducidas |
|
| 603 |
Soros Fund Management
New York
| USD 843 M | +USD 111 M | 19 | 10.36% | Aumentadas |
|
| 604 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
| USD 842 M | +USD 44.9 M | 56 | 10.23% | Aumentadas |
|
| 605 |
Hyperion Asset Management
Brisbane,
Australia
| USD 842 M | -USD 199 M | 4 | 22.31% | Reducidas |
|
| 606 |
NLB Skladi upravljanje premozenja
Ljubljana,
| USD 838 M | +USD 19.4 M | 33 | 31.77% | Aumentadas |
|
| 607 |
Snyder Capital Management
San Francisco,
California
| USD 836 M | -USD 200 M | 6 | 14.44% | Reducidas |
|
| 608 |
DFO
Duquesne Family Office
New York
| USD 821 M | +USD 58.1 M | 12 | 15.75% | Aumentadas |
|
| 609 |
Algert Global
San Francisco,
California
| USD 817 M | +USD 11.1 M | 64 | 9.69% | Aumentadas |
|
| 610 |
TCM
Trybe Capital Management
Greenwich,
Connecticut
| USD 816 M | +USD 110 M | 6 | 74.91% | Aumentadas |
|
| 611 |
Prospera Financial Services
Dallas,
Texas
| USD 815 M | -USD 38.9 M | 46 | 11.84% | Reducidas |
|
| 612 |
Munich Reinsurance
Munich,
| USD 814 M | -USD 49.1 M | 11 | 17.81% | Reducidas |
|
| 613 |
FRIHG
Fund Resources Investment Holding Group
Hong Kong,
| USD 814 M | +USD 478 M | 6 | 99.58% | Aumentadas |
|
| 614 |
Renesas Electronics America
San Jose,
California
| USD 813 M | USD 0 | 1 | 100% | Mantenido |
|
| 615 |
Orbis Allan Gray
Hamilton,
Bermuda
| USD 807 M | +USD 24.9 M | 5 | 2.77% | Aumentadas |
|
| 616 |
Kentucky Retirement Systems
Frankfort,
Kentucky
| USD 807 M | +USD 429 M | 25 | 20.03% | Aumentadas |
|
| 617 |
Farallon Capital Management
San Francisco,
California
| USD 805 M | -USD 452 M | 2 | 3.71% | Reducidas |
|
| 618 |
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 802 M | +USD 41.5 M | 67 | 5.24% | Aumentadas |
|
| 619 |
Capula Management
Grand Cayman,
Cayman Islands
| USD 796 M | +USD 524 M | 31 | 2.85% | Aumentadas |
|
| 620 |
Durable Capital Partners
Bethesda,
Maryland
| USD 796 M | -USD 177 M | 2 | 7.74% | Reducidas |
|
| 621 |
Summit Trail Advisors
New York
| USD 793 M | -USD 6.5 M | 56 | 9.98% | Reducidas |
|
| 622 |
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 792 M | +USD 349 M | 27 | 25.45% | Aumentadas |
|
| 623 |
D1 Capital Partners
New York
| USD 791 M | -USD 548 M | 7 | 2.28% | Reducidas |
|
| 624 |
PCM
Prime Capital Management
Hong Kong
| USD 786 M | USD 0 | 3 | 62.74% | Mantenido |
|
| 625 |
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| USD 784 M | +USD 27.7 M | 43 | 9.81% | Aumentadas |
|