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 | |
|---|---|---|---|---|---|---|---|
| 776 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 547 M | +USD 29.6 M | 11 | 22.68% | Aumentadas |
|
| 777 |
Hardman Johnston Global Advisors
Stamford,
Connecticut
| USD 547 M | -USD 9.41 M | 8 | 19.18% | Reducidas |
|
| 778 |
China Universal Asset Management Company
Shanghai,
China
| USD 547 M | +USD 64.4 M | 38 | 32.69% | Aumentadas |
|
| 779 |
Quadrant Capital Group
Cincinnati,
Ohio
| USD 546 M | +USD 1.43 M | 68 | 14.97% | Aumentadas |
|
| 780 |
Chilton Capital Management
Houston,
Texas
| USD 546 M | +USD 38.3 M | 27 | 17.23% | Aumentadas |
|
| 781 |
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 544 M | -USD 87.3 M | 30 | 7.77% | Reducidas |
|
| 782 |
XN LP
New York
| USD 544 M | -USD 235 M | 3 | 14.32% | Reducidas |
|
| 783 |
Kinetic Partners Management
Miami,
Florida
| USD 543 M | -USD 225 M | 6 | 12.95% | Reducidas |
|
| 784 |
Discovery Capital Management
South Norwalk,
Connecticut
| USD 542 M | -USD 402 M | 12 | 22.52% | Reducidas |
|
| 785 |
Sapient Capital
Indianapolis,
Indiana
| USD 542 M | +USD 20.4 M | 18 | 7.1% | Aumentadas |
|
| 786 |
Bailard
Foster City,
California
| USD 539 M | -USD 1.55 M | 34 | 10.98% | Reducidas |
|
| 787 |
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 539 M | -USD 66.9 M | 24 | 12.55% | Reducidas |
|
| 788 |
Centiva Capital
New York
| USD 539 M | +USD 132 M | 54 | 4.69% | Aumentadas |
|
| 789 |
Dorsal Capital Management
Redwood City,
California
| USD 535 M | +USD 25.9 M | 3 | 18.93% | Aumentadas |
|
| 790 |
Sora Investors
Bryn Mawr,
Pennsylvania
| USD 533 M | -USD 43.3 M | 16 | 40.91% | Reducidas |
|
| 791 |
TC
Torno Capital
Cohasset,
Massachusetts
| USD 533 M | +USD 539 M | 3 | 15.37% | Nuevas |
|
| 792 |
Moran Wealth Management
Naples,
Florida
| USD 527 M | -USD 11.7 M | 28 | 14.37% | Reducidas |
|
| 793 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 525 M | +USD 31.9 M | 27 | 7.43% | Aumentadas |
|
| 794 |
Choreo LLC
Rockford,
Illinois
| USD 525 M | +USD 7.56 M | 64 | 5.76% | Aumentadas |
|
| 795 |
Starboard Value
New York
| USD 523 M | -USD 175 M | 1 | 11.57% | Reducidas |
|
| 796 |
Argent Capital Management
St Louis,
Missouri
| USD 523 M | -USD 66.4 M | 13 | 16.51% | Reducidas |
|
| 797 |
Traynor Capital Management
Malvern,
Pennsylvania
| USD 522 M | +USD 54.8 M | 24 | 23.96% | Aumentadas |
|
| 798 |
MRG
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| USD 522 M | +USD 22.3 M | 2 | 31.85% | Aumentadas |
|
| 799 |
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 519 M | -USD 160 k | 52 | 7.86% | Reducidas |
|
| 800 |
Global Retirement Partners
San Rafael,
California
| USD 518 M | +USD 455 M | 107 | 7.92% | Nuevas |
|