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 | |
|---|---|---|---|---|---|---|---|
| 76 |
BNP Paribas Asset Management
Paris,
France
| USD 21.8 mil M | -USD 287 M | 88 | 21.81% | Reducidas |
|
| 77 |
First Trust Advisors
Wheaton,
Illinois
| USD 21.1 mil M | -USD 228 M | 91 | 12.42% | Reducidas |
|
| 78 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 20.6 mil M | -USD 195 M | 94 | 18.97% | Reducidas |
|
| 79 |
Envestnet Asset Management
Chicago,
Illinois
| USD 20.6 mil M | +USD 432 M | 103 | 4.85% | Aumentadas |
|
| 80 |
ClearBridge Investments
New York
| USD 20.6 mil M | -USD 35.3 M | 36 | 17.01% | Reducidas |
|
| 81 |
Pictet Asset Management
Carouge,
Switzerland
| USD 20.5 mil M | -USD 2189 M | 88 | 19.63% | Reducidas |
|
| 82 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 19.7 mil M | -USD 880 M | 59 | 12.9% | Reducidas |
|
| 83 |
Russell Investments Group
London,
United Kingdom
| USD 19.6 mil M | +USD 1063 M | 118 | 17.18% | Aumentadas |
|
| 84 |
Jane Street
New York
| USD 19.1 mil M | +USD 782 M | 121 | 1.58% | Aumentadas |
|
| 85 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 18.8 mil M | +USD 2037 M | 60 | 23.4% | Aumentadas |
|
| 86 |
D.E. Shaw & Co
New York
| USD 18.7 mil M | -USD 6191 M | 104 | 8.91% | Reducidas |
|
| 87 |
Clear Street
New York
| USD 17.9 mil M | +USD 2891 M | 44 | 45.22% | Aumentadas |
|
| 88 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 16.9 mil M | -USD 357 M | 93 | 13.18% | Reducidas |
|
| 89 |
Allianz Asset Management
Munich,
Germany
| USD 16.6 mil M | +USD 1464 M | 66 | 13.49% | Aumentadas |
|
| 90 |
Acadian Asset Management
Boston,
Massachusetts
| USD 15.8 mil M | -USD 377 M | 92 | 18.76% | Reducidas |
|
| 91 |
Natixis Advisors
Boston,
Massachusetts
| USD 15.5 mil M | +USD 1350 M | 68 | 17.44% | Aumentadas |
|
| 92 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 15.4 mil M | -USD 1735 M | 69 | 13.37% | Reducidas |
|
| 93 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 15.4 mil M | +USD 726 M | 42 | 18.89% | Aumentadas |
|
| 94 |
New York State Common Retirement Fund
Albany,
New York
| USD 15.2 mil M | -USD 530 M | 105 | 19.21% | Reducidas |
|
| 95 |
Citadel Advisors
Miami,
Florida
| USD 15 mil M | -USD 5709 M | 122 | 1.71% | Reducidas |
|
| 96 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 14.9 mil M | +USD 2179 M | 66 | 21.98% | Aumentadas |
|
| 97 |
SEI Investments
Oaks,
Pennsylvania
| USD 14.6 mil M | -USD 915 M | 107 | 12.9% | Reducidas |
|
| 98 |
Polar Capital Holdings
London,
United Kingdom
| USD 14.5 mil M | -USD 432 M | 30 | 34.35% | Reducidas |
|
| 99 |
Marshall Wace
London,
United Kingdom
| USD 14.2 mil M | -USD 2480 M | 100 | 11.18% | Reducidas |
|
| 100 |
Bessemer Group
Woodbridge,
New Jersey
| USD 13.8 mil M | +USD 1045 M | 83 | 19% | Aumentadas |
|