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 | |
|---|---|---|---|---|---|---|---|
| 851 |
Certuity
North Palm Beach,
Florida
| USD 463 M | -USD 1.18 M | 42 | 22.81% | Reducidas |
|
| 852 |
Diversified Trust
Memphis,
Tennessee
| USD 462 M | +USD 8.06 M | 57 | 7.41% | Aumentadas |
|
| 853 |
WesBanco Bank
Wheeling,
West Virginia
| USD 462 M | -USD 7.47 M | 32 | 11.49% | Reducidas |
|
| 854 |
Mondrian Investment Partners
London,
United Kingdom
| USD 459 M | -USD 53.6 M | 7 | 7.09% | Reducidas |
|
| 855 |
SummitTX Capital
Fort Worth,
Texas
| USD 458 M | +USD 96.1 M | 34 | 11.8% | Aumentadas |
|
| 856 |
Indivisible Partners
Clearwater,
Florida
| USD 457 M | +USD 11.4 M | 25 | 25.83% | Aumentadas |
|
| 857 |
Gradient Investments
Arden Hills,
Minnesota
| USD 456 M | +USD 34.3 M | 19 | 6.29% | Aumentadas |
|
| 858 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 456 M | -USD 21.6 M | 39 | 8.7% | Reducidas |
|
| 859 |
Glenview Capital Management
New York
| USD 456 M | -USD 188 M | 7 | 8.3% | Reducidas |
|
| 860 |
Hantz Financial Services
Southfield,
Michigan
| USD 455 M | -USD 7.49 M | 82 | 6.16% | Reducidas |
|
| 861 |
Vaughan David Investments
Peoria,
Illinois
| USD 454 M | -USD 14.9 M | 13 | 9.03% | Reducidas |
|
| 862 |
Meridian Wealth Management
Lexington,
Kentucky
| USD 453 M | -USD 9.3 M | 43 | 13.95% | Reducidas |
|
| 863 |
LGT Fund Management
Vaduz,
Liechtenstein
| USD 453 M | -USD 30 M | 17 | 18.86% | Reducidas |
|
| 864 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
| USD 453 M | +USD 312 M | 16 | 2.53% | Aumentadas |
|
| 865 |
ARS Investment Partners
New York
| USD 452 M | -USD 85.8 M | 12 | 19.73% | Reducidas |
|
| 866 |
CTC (Chicago Trading Company)
Chicago,
Illinois
| USD 449 M | -USD 201 M | 6 | 0.14% | Reducidas |
|
| 867 |
ARGA Investment Management
Stamford,
Connecticut
| USD 448 M | -USD 218 M | 10 | 11.43% | Reducidas |
|
| 868 |
Greenwoods Asset Management (HK)
Hong Kong
| USD 448 M | -USD 541 M | 5 | 20.48% | Reducidas |
|
| 869 |
Light Street Capital Management
Palo Alto,
California
| USD 448 M | -USD 33.7 M | 10 | 49.57% | Reducidas |
|
| 870 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 447 M | -USD 145 M | 28 | 8.96% | Reducidas |
|
| 871 |
National Philanthropic Trust
Jenkintown,
Pennsylvania
| USD 445 M | -USD 2418 M | 21 | 6.44% | Reducidas |
|
| 872 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 445 M | USD 0 | 9 | 10.83% | Mantenido |
|
| 873 |
Sanibel Captiva Trust Company
Sanibel,
Florida
| USD 442 M | +USD 1.22 M | 25 | 11% | Aumentadas |
|
| 874 |
HC
Henshaw Capital
Woburn,
Massachusetts
| USD 442 M | -USD 1.05 M | 10 | 14.37% | Reducidas |
|
| 875 |
AKO Capital
London,
United Kingdom
| USD 441 M | -USD 106 M | 3 | 10.27% | Reducidas |
|