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 | |
|---|---|---|---|---|---|---|---|
| 876 |
Copeland Capital Management
Conshohocken,
Pennsylvania
| USD 441 M | -USD 41.6 M | 11 | 9.05% | Reducidas |
|
| 877 |
Hosking Partners
London,
United Kingdom
| USD 440 M | -USD 62.1 M | 7 | 14.63% | Reducidas |
|
| 878 |
GAMMA Investing
Foster City,
California
| USD 440 M | +USD 39.8 M | 111 | 16.37% | Aumentadas |
|
| 879 |
Ostrum Asset Management
Paris,
France
| USD 440 M | +USD 19.2 M | 32 | 21.2% | Aumentadas |
|
| 880 |
Great Valley Advisor Group
Wilmington,
Delaware
| USD 440 M | +USD 19.6 M | 38 | 6.94% | Aumentadas |
|
| 881 |
McGuire Investment Group
Wakefield,
Rhode Island
| USD 440 M | -USD 3.6 M | 14 | 38.49% | Reducidas |
|
| 882 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 439 M | -USD 110 M | 18 | 7.24% | Reducidas |
|
| 883 |
Soma Equity Partners
San Francisco,
California
| USD 438 M | +USD 58 M | 7 | 30.55% | Aumentadas |
|
| 884 |
SignatureFD
Atlanta,
Georgia
| USD 438 M | +USD 16 M | 104 | 5.85% | Aumentadas |
|
| 885 |
Larson Financial Group
St Louis,
Missouri
| USD 437 M | -USD 2.99 M | 102 | 11.48% | Reducidas |
|
| 886 |
Focus Financial Network
Minneapolis,
Minnesota
| USD 435 M | +USD 8.79 M | 29 | 13.46% | Aumentadas |
|
| 887 |
Verus Capital Partners
Scottsdale,
Arizona
| USD 435 M | +USD 17.1 M | 24 | 23.54% | Aumentadas |
|
| 888 |
Washington Trust
Westerly,
Rhode Island
| USD 434 M | -USD 14.8 M | 20 | 13.49% | Reducidas |
|
| 889 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 433 M | -USD 107 M | 11 | 17.12% | Reducidas |
|
| 890 |
Riverbridge Partners
Minneapolis,
Minnesota
| USD 432 M | -USD 70.9 M | 10 | 12.07% | Reducidas |
|
| 891 |
Ritholtz Wealth Management
New York
| USD 432 M | +USD 32.9 M | 57 | 6.44% | Aumentadas |
|
| 892 |
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 432 M | -USD 50.7 M | 22 | 13.96% | Reducidas |
|
| 893 |
Mark Asset Management
New York
| USD 430 M | +USD 42.6 M | 6 | 28.94% | Aumentadas |
|
| 894 |
Osmosis Investment Management UK
London,
United Kingdom
| USD 430 M | -USD 341 M | 28 | 19.94% | Reducidas |
|
| 895 |
Perfromance Wealth Partners
Hinsdale,
Illinois
| USD 429 M | +USD 46.6 M | 18 | 10.65% | Aumentadas |
|
| 896 |
BCV Asset Management
Winnipeg,
| USD 429 M | -USD 37.3 M | 11 | 12.95% | Reducidas |
|
| 897 |
Freestone Capital Holdings
Seattle,
Washington
| USD 428 M | -USD 3.54 M | 26 | 11.1% | Reducidas |
|
| 898 |
Wedbush Securities
Los Angeles,
California
| USD 428 M | -USD 6.18 M | 48 | 11.04% | Reducidas |
|
| 899 |
Pacific Heights Asset Management
San Francisco,
California
| USD 428 M | USD 0 | 5 | 13.54% | Mantenido |
|
| 900 |
DNCA Finance
Paris,
France
| USD 427 M | +USD 49.8 M | 15 | 20.71% | Aumentadas |
|