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 | |
|---|---|---|---|---|---|---|---|
| 701 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 659 M | +USD 8.93 M | 15 | 21.7% | Aumentadas |
|
| 702 |
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 658 M | +USD 27.3 M | 29 | 11.28% | Aumentadas |
|
| 703 |
Tokio Marine Asset Management
Tokyo,
Japan
| USD 657 M | +USD 15 M | 39 | 20.36% | Aumentadas |
|
| 704 |
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| USD 654 M | +USD 59.8 M | 29 | 19.63% | Aumentadas |
|
| 705 |
TIAA Wealth Investment Management
New York
| USD 653 M | +USD 109 M | 29 | 4.36% | Aumentadas |
|
| 706 |
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 652 M | +USD 12 M | 10 | 19.92% | Aumentadas |
|
| 707 |
Tower Research Capital (TRC)
New York
| USD 652 M | -USD 147 M | 131 | 15.95% | Reducidas |
|
| 708 |
CapitalatWork SA
Auderghem,
| USD 651 M | -USD 95.4 M | 7 | 16.28% | Reducidas |
|
| 709 |
Edmond de Rothschild Holding
Chambesy,
Switzerland
| USD 650 M | +USD 6.58 M | 33 | 8.57% | Aumentadas |
|
| 710 |
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 649 M | -USD 8.83 M | 29 | 20.66% | Reducidas |
|
| 711 |
Chicago Capital
Chicago,
Illinois
| USD 649 M | +USD 5.37 M | 31 | 15.62% | Aumentadas |
|
| 712 |
SP
SIH Partners
Wilmington,
Delaware
| USD 647 M | -USD 32.6 M | 42 | 4.07% | Reducidas |
|
| 713 |
ASK Capital Management
San Francisco,
California
| USD 640 M | USD 0 | 1 | 88.81% | Mantenido |
|
| 714 |
Dragoneer Investment Group
San Francisco,
California
| USD 637 M | -USD 169 M | 2 | 22.47% | Reducidas |
|
| 715 |
Main Street Research
Lakeville,
Connecticut
| USD 637 M | +USD 6.95 M | 19 | 30.06% | Aumentadas |
|
| 716 |
Caisse Des Depots Et Consignations
Paris,
France
| USD 635 M | -USD 3.57 M | 15 | 10.75% | Reducidas |
|
| 717 |
BSN Capital Partners
London,
United Kingdom
| USD 633 M | -USD 697 M | 8 | 28.6% | Reducidas |
|
| 718 |
Southpoint Capital Advisors
New York
| USD 632 M | -USD 7.55 M | 3 | 14.39% | Reducidas |
|
| 719 |
Cartenna Capital
Stamford,
Connecticut
| USD 626 M | +USD 80.7 M | 4 | 14.9% | Aumentadas |
|
| 720 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 625 M | +USD 28.4 M | 40 | 6.06% | Aumentadas |
|
| 721 |
Systematic Financial Management
Teaneck,
New Jersey
| USD 624 M | -USD 224 M | 15 | 12.43% | Reducidas |
|
| 722 |
EC
E20 Capital
Hong Kong,
| USD 621 M | -USD 708 M | 12 | 50.04% | Reducidas |
|
| 723 |
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 620 M | -USD 81.1 M | 11 | 20.56% | Reducidas |
|
| 724 |
Metis Global Partners
San Diego,
California
| USD 619 M | -USD 41.3 M | 32 | 14.03% | Reducidas |
|
| 725 |
RiverFront Investment Group
Richmond,
Virginia
| USD 616 M | +USD 68.8 M | 26 | 8.14% | Aumentadas |
|