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 | |
|---|---|---|---|---|---|---|---|
| 901 |
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 425 M | -USD 2.97 M | 4 | 21.53% | Reducidas |
|
| 902 |
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
| USD 423 M | +USD 136 M | 2 | 9.36% | Aumentadas |
|
| 903 |
James Hambro & Partners
London,
United Kingdom
| USD 423 M | +USD 112 M | 6 | 15.28% | Aumentadas |
|
| 904 |
Fukoku Mutual Life Insurance
Tokyo,
Japan
| USD 422 M | +USD 28.5 M | 23 | 24.55% | Aumentadas |
|
| 905 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 420 M | +USD 17.3 M | 29 | 6.28% | Aumentadas |
|
| 906 |
Siemens Fonds Invest
Munich,
Germany
| USD 420 M | -USD 2.88 M | 31 | 20.62% | Reducidas |
|
| 907 |
Annex Advisory Services
Brookfield,
Wisconsin
| USD 420 M | -USD 91.3 M | 21 | 7.16% | Reducidas |
|
| 908 |
Americana Partners
Houston,
Texas
| USD 419 M | +USD 37.3 M | 30 | 9.44% | Aumentadas |
|
| 909 |
Grimes & Company
Westborough,
Massachusetts
| USD 419 M | -USD 3.46 M | 28 | 9.06% | Reducidas |
|
| 910 |
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 418 M | -USD 683 k | 23 | 17.12% | Reducidas |
|
| 911 |
Crosslink Capital
Menlo Park,
California
| USD 418 M | +USD 3.76 M | 6 | 30.86% | Aumentadas |
|
| 912 |
Dock Street Asset Management
Palm Beach,
Florida
| USD 418 M | +USD 736 k | 8 | 38.62% | Aumentadas |
|
| 913 |
Principal Securities
Des Moines,
Iowa
| USD 417 M | +USD 14.7 M | 47 | 5.02% | Aumentadas |
|
| 914 |
Capital Investment Advisors
Atlanta,
Georgia
| USD 416 M | +USD 416 k | 35 | 5.47% | Aumentadas |
|
| 915 |
Capital Impact Advisors
Boston,
Massachusetts
| USD 413 M | +USD 323 M | 3 | 23.14% | Aumentadas |
|
| 916 |
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| USD 411 M | -USD 48.1 M | 20 | 14.45% | Reducidas |
|
| 917 |
MUFG Securities Americas
New York
| USD 411 M | +USD 34.5 M | 29 | 21.11% | Aumentadas |
|
| 918 |
Grandfield & Dodd
New York
| USD 409 M | -USD 18.6 M | 15 | 21.44% | Reducidas |
|
| 919 |
Brighton Jones LLC
Seattle,
Washington
| USD 409 M | +USD 19.1 M | 58 | 7.6% | Aumentadas |
|
| 920 |
GDS Wealth Management
Flower Mound,
Texas
| USD 406 M | -USD 11 M | 18 | 19.33% | Reducidas |
|
| 921 |
North Dakota State Investment Board
Bismarck,
North Dakota
| USD 406 M | +USD 11.6 M | 48 | 16.5% | Aumentadas |
|
| 922 |
EULAV Asset Management
Sarasota,
Florida
| USD 406 M | -USD 55.2 M | 14 | 12.95% | Reducidas |
|
| 923 |
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 406 M | -USD 12.5 M | 32 | 18.67% | Reducidas |
|
| 924 |
Keystone Investors
Singapore
| USD 405 M | +USD 346 M | 13 | 21.7% | Nuevas |
|
| 925 |
EdgePoint Investment Group
Toronto,
Ontario, Canada
| USD 405 M | -USD 397 M | 2 | 3.06% | Reducidas |
|