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 | |
|---|---|---|---|---|---|---|---|
| 926 |
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 404 M | -USD 19.4 M | 17 | 11.17% | Reducidas |
|
| 927 |
XTX Topco
George Town,
Cayman Islands
| USD 402 M | +USD 54.8 M | 114 | 5.21% | Aumentadas |
|
| 928 |
SRFM
Shannon River Fund Management
New York
| USD 401 M | +USD 68.3 M | 11 | 35.83% | Aumentadas |
|
| 929 |
Central Trust Company
Jefferson City,
Missouri
| USD 401 M | -USD 4.54 M | 48 | 7.26% | Reducidas |
|
| 930 |
Greenleaf Trust
Kalamazoo,
Michigan
| USD 400 M | +USD 4.37 M | 55 | 3.85% | Aumentadas |
|
| 931 |
Ballentine Partners
Waltham,
Massachusetts
| USD 399 M | +USD 14.6 M | 60 | 4.88% | Aumentadas |
|
| 932 |
Abrams Bison Investments
Bethesda,
Maryland
| USD 399 M | -USD 70.1 M | 1 | 19.48% | Reducidas |
|
| 933 |
MIP
Ma Investment Partnership
Hillsborough,
California
| USD 399 M | +USD 64.3 M | 4 | 71.04% | Aumentadas |
|
| 934 |
Insigneo Advisory Services
Miami,
Florida
| USD 399 M | +USD 203 M | 37 | 14.94% | Aumentadas |
|
| 935 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| USD 397 M | +USD 1.04 M | 70 | 9.63% | Aumentadas |
|
| 936 |
PointState Capital
New York
| USD 395 M | -USD 113 M | 2 | 5.05% | Reducidas |
|
| 937 |
Boothbay Fund Management
New York
| USD 394 M | -USD 65.2 M | 68 | 5.19% | Reducidas |
|
| 938 |
Level Four Advisory Services
Dallas,
Texas
| USD 394 M | -USD 3.68 M | 36 | 11.14% | Reducidas |
|
| 939 |
Fenimore Asset Management
Cobleskill,
New York
| USD 394 M | -USD 29.7 M | 4 | 8.16% | Reducidas |
|
| 940 |
Polymer Capital Management (HK)
Hong Kong
| USD 392 M | -USD 48.8 M | 31 | 19.82% | Reducidas |
|
| 941 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 391 M | +USD 15.9 M | 35 | 18.76% | Aumentadas |
|
| 942 |
Spire Wealth Management
Mclean,
Virginia
| USD 390 M | -USD 17.5 M | 69 | 11.77% | Reducidas |
|
| 943 |
Freestone Grove Partners
San Francisco,
California
| USD 389 M | -USD 227 M | 41 | 2.5% | Reducidas |
|
| 944 |
Mount Yale Investment Advisors
Denver,
Colorado
| USD 389 M | +USD 3.71 M | 53 | 7.21% | Aumentadas |
|
| 945 |
Ceredex Value Advisors
Orlando,
Florida
| USD 388 M | -USD 180 M | 16 | 10.93% | Reducidas |
|
| 946 |
Disciplined Growth Investors
Minneapolis,
Minnesota
| USD 388 M | -USD 229 M | 4 | 6.57% | Reducidas |
|
| 947 |
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| USD 388 M | +USD 15.1 M | 58 | 10.84% | Aumentadas |
|
| 948 |
Stock Yards Bank & Trust
Louisville,
Kentucky
| USD 387 M | -USD 2.32 M | 24 | 11.08% | Reducidas |
|
| 949 |
Burney Company
Reston,
Virginia
| USD 387 M | -USD 6.26 M | 31 | 10.43% | Reducidas |
|
| 950 |
Davidson Kempner Capital Management
New York
| USD 386 M | +USD 71.8 M | 10 | 4.59% | Aumentadas |
|