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.
178 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 801 |
MIM
Meridiem Investment Management
London,
United Kingdom
| USD 517 M | -USD 102 M | 5 | 13.88% | Reducidas |
|
| 802 |
Talos Asset Management
New York
| USD 516 M | -USD 30.1 M | 17 | 73.32% | Reducidas |
|
| 803 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 515 M | -USD 8.17 M | 32 | 13.4% | Reducidas |
|
| 804 |
Parallax Volatility Advisers
San Francisco,
California
| USD 514 M | +USD 213 M | 25 | 0.87% | Aumentadas |
|
| 805 |
Sava Infond
Maribor,
Slovenia
| USD 513 M | +USD 173 M | 22 | 36.39% | Aumentadas |
|
| 806 |
Advisors Asset Management
Monument,
Colorado
| USD 512 M | -USD 24.7 M | 71 | 7.81% | Reducidas |
|
| 807 |
Covea Finance
Paris,
France
| USD 512 M | +USD 52.6 M | 18 | 16.17% | Aumentadas |
|
| 808 |
Suvretta Capital Management
New York
| USD 511 M | +USD 101 M | 6 | 9.34% | Aumentadas |
|
| 809 |
Motley Fool Asset Management
Alexandria,
Virginia
| USD 510 M | -USD 9.9 M | 14 | 19.67% | Reducidas |
|
| 810 |
Group One Trading
Chicago,
Illinois
| USD 509 M | -USD 7.16 M | 67 | 0.72% | Reducidas |
|
| 811 |
Thames Capital Management
Roseland,
New Jersey
| USD 509 M | +USD 170 M | 22 | 41.85% | Aumentadas |
|
| 812 |
Zweig-DiMenna Associates
New York
| USD 508 M | +USD 43 M | 18 | 46.12% | Aumentadas |
|
| 813 |
First Financial Bankshares
Abilene,
Texas
| USD 507 M | -USD 24.4 M | 11 | 9.49% | Reducidas |
|
| 814 |
Trinity Street Asset Management
London,
United Kingdom
| USD 505 M | -USD 2.55 M | 3 | 26.03% | Reducidas |
|
| 815 |
Engineers Gate Manager
New York
| USD 505 M | -USD 109 M | 87 | 6.55% | Reducidas |
|
| 816 |
Leonteq Securities AG
Zurich,
Switzerland
| USD 505 M | -USD 76.2 M | 65 | 17.34% | Reducidas |
|
| 817 |
Associated Banc-Corp
Green Bay,
Wisconsin
| USD 504 M | -USD 14.8 M | 21 | 11.98% | Reducidas |
|
| 818 |
J.W. Cole Advisors
Tampa,
Florida
| USD 504 M | +USD 113 M | 53 | 8.65% | Aumentadas |
|
| 819 |
GAMCO Investors
Greenwich,
Connecticut
| USD 504 M | +USD 2.09 M | 31 | 4.52% | Aumentadas |
|
| 820 |
Parallel Advisors
San Francisco,
California
| USD 503 M | +USD 24.5 M | 106 | 7.67% | Aumentadas |
|
| 821 |
Smith Salley Wealth Management
Greensboro,
North Carolina
| USD 502 M | -USD 8.44 M | 21 | 21.81% | Reducidas |
|
| 822 |
Coldstream Capital Management
Bellevue,
Washington
| USD 502 M | -USD 44.8 M | 62 | 6.29% | Reducidas |
|
| 823 |
Allianz
Munich,
Germany
| USD 501 M | +USD 27.2 M | 35 | 5.28% | Aumentadas |
|
| 824 |
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| USD 495 M | -USD 30.4 M | 23 | 16.69% | Reducidas |
|
| 825 |
Calamos Wealth Management
Naperville,
Illinois
| USD 494 M | +USD 20.9 M | 25 | 14.91% | Aumentadas |
|