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 | |
|---|---|---|---|---|---|---|---|
| 976 |
Geneva Capital Management
Milwaukee,
Wisconsin
| USD 359 M | -USD 109 M | 5 | 8.23% | Reducidas |
|
| 977 |
Hamlin Capital Management
New York
| USD 358 M | -USD 39.8 M | 2 | 8.05% | Reducidas |
|
| 978 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 357 M | -USD 1.04 M | 21 | 9.54% | Reducidas |
|
| 979 |
TAM
Telemark Asset Management
Boston,
Massachusetts
| USD 357 M | -USD 22.7 M | 9 | 25.78% | Reducidas |
|
| 980 |
Private Advisory Group
Redmond,
Washington
| USD 355 M | +USD 32.2 M | 21 | 19.18% | Aumentadas |
|
| 981 |
Wilkinson Global Asset Management
New York
| USD 355 M | -USD 93.8 M | 9 | 28.23% | Reducidas |
|
| 982 |
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 355 M | +USD 37.3 M | 15 | 27.82% | Aumentadas |
|
| 983 |
Boston Common Asset Management
Boston,
Massachusetts
| USD 354 M | -USD 6.05 M | 12 | 21% | Reducidas |
|
| 984 |
Insight Holdings Group
New York
| USD 353 M | +USD 3.42 M | 11 | 26.83% | Aumentadas |
|
| 985 |
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 353 M | +USD 32.3 M | 17 | 19.72% | Aumentadas |
|
| 986 |
Venturi Wealth Management
Austin,
Texas
| USD 353 M | -USD 533 k | 35 | 13.65% | Reducidas |
|
| 987 |
Nishkama Capital LLC
Dorado,
Puerto Rico
| USD 353 M | -USD 3.58 M | 12 | 10.87% | Reducidas |
|
| 988 |
AQR Arbitrage
Greenwich,
Connecticut
| USD 353 M | +USD 80.9 M | 4 | 5.02% | Aumentadas |
|
| 989 |
Hawk Ridge Capital Management
Los Angeles,
California
| USD 352 M | -USD 41.3 M | 2 | 11.29% | Reducidas |
|
| 990 |
Meeder Advisory Services
Dublin,
Ohio
| USD 352 M | +USD 16.8 M | 45 | 12.87% | Aumentadas |
|
| 991 |
Maple Capital Management
Montpelier,
Vermont
| USD 352 M | +USD 2.52 M | 12 | 20.88% | Aumentadas |
|
| 992 |
Y-Intercept (HK)
Hong Kong
| USD 352 M | -USD 55.4 M | 58 | 6.96% | Reducidas |
|
| 993 |
Naples Global Advisors
Naples,
Florida
| USD 351 M | -USD 9.29 M | 22 | 21.66% | Reducidas |
|
| 994 |
BCH
Berkshire Capital Holdings
San Jose,
California
| USD 350 M | +USD 28.2 M | 37 | 75.8% | Aumentadas |
|
| 995 |
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 350 M | -USD 14.8 M | 19 | 22.47% | Reducidas |
|
| 996 |
Inspire Investing
Meridian,
Idaho
| USD 350 M | +USD 54.1 M | 60 | 14.38% | Aumentadas |
|
| 997 |
Blackstone Inc
New York
| USD 349 M | -USD 39.8 M | 33 | 0.9% | Reducidas |
|
| 998 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 348 M | +USD 287 M | 23 | 12.94% | Nuevas |
|
| 999 |
OneDigital Investment Advisors
Overland Park,
Kansas
| USD 347 M | +USD 7.5 M | 56 | 2.93% | Aumentadas |
|
| 1000 |
GTS Securities
Miami,
Florida
| USD 347 M | +USD 67.1 M | 52 | 7.31% | Aumentadas |
|