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 | |
|---|---|---|---|---|---|---|---|
| 951 |
Dundas Partners
Edinburgh,
United Kingdom
| USD 385 M | -USD 11.5 M | 3 | 27.88% | Reducidas |
|
| 952 |
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
| USD 384 M | -USD 14.4 M | 1 | 5.54% | Reducidas |
|
| 953 |
Rheos Capital Works
Tokyo,
Japan
| USD 382 M | -USD 90.2 M | 13 | 21.77% | Reducidas |
|
| 954 |
Klingenstein Fields & Co
New York
| USD 381 M | +USD 18.9 M | 16 | 13.34% | Aumentadas |
|
| 955 |
Sycomore Asset Management
Paris,
France
| USD 380 M | USD 0 | 11 | 40.83% | Mantenido |
|
| 956 |
Cerity Partners OCIO
New York
| USD 379 M | +USD 315 M | 1 | 19.16% | Nuevas |
|
| 957 |
Styrax Capital
New York
| USD 378 M | -USD 73.6 M | 6 | 24.93% | Reducidas |
|
| 958 |
Norris Perne & French
Grand Rapids,
Michigan
| USD 376 M | -USD 45.3 M | 14 | 16.06% | Reducidas |
|
| 959 |
Granahan Investment Management
Waltham,
Massachusetts
| USD 376 M | -USD 57.8 M | 13 | 13.38% | Reducidas |
|
| 960 |
CWA Asset Management Group
Naples,
Florida
| USD 375 M | +USD 4.62 M | 38 | 11.43% | Aumentadas |
|
| 961 |
Meeder Asset Management
Dublin,
Ohio
| USD 372 M | +USD 11.2 M | 41 | 19.01% | Aumentadas |
|
| 962 |
IFP Advisors
Tampa,
Florida
| USD 369 M | +USD 1.66 M | 107 | 6.66% | Aumentadas |
|
| 963 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 368 M | -USD 378 M | 2 | 2.95% | Reducidas |
|
| 964 |
Confluence Investment Management
St. Louis,
Missouri
| USD 368 M | -USD 127 M | 9 | 5.75% | Reducidas |
|
| 965 |
Susquehanna Advisors Group
Bala Cynwyd,
Pennsylvania
| USD 368 M | +USD 204 M | 4 | 6.4% | Aumentadas |
|
| 966 |
Beutel, Goodman & Co
Toronto,
Ontario, Canada
| USD 366 M | -USD 356 M | 6 | 2.69% | Reducidas |
|
| 967 |
Fullerton Fund Management
Singapore
| USD 365 M | +USD 7.07 M | 17 | 23.45% | Aumentadas |
|
| 968 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 365 M | -USD 4.18 M | 87 | 9.43% | Reducidas |
|
| 969 |
Hel Ved Capital Management
Central,
Hong Kong
| USD 365 M | -USD 284 M | 23 | 26.89% | Reducidas |
|
| 970 |
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| USD 364 M | +USD 6.65 M | 5 | 2.38% | Aumentadas |
|
| 971 |
Quintet Private Bank (Europe)
Luxembourg
| USD 363 M | -USD 21.5 M | 15 | 22.61% | Reducidas |
|
| 972 |
Capital Group Private Client Services
Los Angeles,
California
| USD 362 M | -USD 22.3 M | 14 | 5.11% | Reducidas |
|
| 973 |
CSM Advisors
Warrendale,
Pennsylvania
| USD 362 M | -USD 108 M | 14 | 7.74% | Reducidas |
|
| 974 |
Causeway Capital Management
Los Angeles,
California
| USD 362 M | -USD 24.9 M | 6 | 3.91% | Reducidas |
|
| 975 |
Turiya Advisors Asia
Hong Kong
| USD 361 M | -USD 72.4 M | 2 | 82.14% | Reducidas |
|