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 | |
|---|---|---|---|---|---|---|---|
| 726 |
Trillium Asset Management
Boston,
Massachusetts
| USD 614 M | -USD 244 M | 20 | 18.87% | Reducidas |
|
| 727 |
MGO One Seven
Beachwood,
Ohio
| USD 613 M | +USD 75.4 M | 50 | 10.13% | Aumentadas |
|
| 728 |
ACM
AIGH Capital Management
Baltimore,
Maryland
| USD 612 M | +USD 57.2 M | 6 | 38.59% | Aumentadas |
|
| 729 |
Reinhart Partners
Mequon,
Wisconsin
| USD 611 M | -USD 288 M | 5 | 13.95% | Reducidas |
|
| 730 |
Westwood Holdings Group
Dallas,
Texas
| USD 610 M | -USD 171 M | 33 | 4.6% | Reducidas |
|
| 731 |
Perigon Wealth Management
San Francisco,
California
| USD 609 M | +USD 5.61 M | 58 | 9.59% | Aumentadas |
|
| 732 |
Douglas Lane & Associates
New York
| USD 608 M | -USD 21.7 M | 19 | 8.25% | Reducidas |
|
| 733 |
Generate Investment Management
Auckland,
New Zealand
| USD 607 M | -USD 281 M | 15 | 24.98% | Reducidas |
|
| 734 |
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| USD 605 M | +USD 7.53 M | 63 | 5.69% | Aumentadas |
|
| 735 |
Madison Asset Management
Madison,
Wisconsin
| USD 605 M | -USD 36.9 M | 18 | 7.21% | Reducidas |
|
| 736 |
PGGM Investments
Zeist,
Netherlands
| USD 604 M | +USD 92.3 M | 5 | 14.87% | Aumentadas |
|
| 737 |
Capital International
Los Angeles,
California
| USD 604 M | +USD 63.4 M | 13 | 19.71% | Aumentadas |
|
| 738 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 601 M | -USD 205 M | 30 | 13.32% | Reducidas |
|
| 739 |
Hancock Whitney
Gulfport,
Mississippi
| USD 599 M | +USD 8.41 M | 40 | 9.98% | Aumentadas |
|
| 740 |
Ameritas Investment Partners
Lincoln,
Nebraska
| USD 598 M | +USD 8.68 M | 92 | 15.94% | Aumentadas |
|
| 741 |
Stephens Inc
Little Rock,
Arkansas
| USD 596 M | -USD 5.96 M | 52 | 6.68% | Reducidas |
|
| 742 |
Oak Ridge Investments
Chicago,
Illinois
| USD 596 M | +USD 117 M | 20 | 33.7% | Aumentadas |
|
| 743 |
Alta Park Capital
San Francisco,
California
| USD 594 M | +USD 85.6 M | 12 | 54.46% | Aumentadas |
|
| 744 |
Nippon Life Global Investors Americas
New York
| USD 594 M | +USD 45.7 M | 14 | 23.62% | Aumentadas |
|
| 745 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 590 M | -USD 11.1 M | 23 | 11.17% | Reducidas |
|
| 746 |
NS Partners
London,
United Kingdom
| USD 588 M | +USD 64.9 M | 13 | 25.24% | Aumentadas |
|
| 747 |
Mirova
Paris,
France
| USD 588 M | +USD 17 M | 11 | 21.71% | Aumentadas |
|
| 748 |
Noked Israel
Ramat Hasharon,
Israel
| USD 586 M | -USD 108 M | 3 | 60.41% | Reducidas |
|
| 749 |
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| USD 586 M | +USD 53.2 M | 5 | 3.17% | Nuevas |
|
| 750 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| USD 584 M | +USD 43.5 M | 51 | 2.79% | Aumentadas |
|