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 | |
|---|---|---|---|---|---|---|---|
| 1026 |
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 330 M | -USD 3.77 M | 22 | 17.06% | Reducidas |
|
| 1027 |
Perseverance Asset Management International
George Town,
Cayman Islands
| USD 330 M | -USD 11.7 M | 4 | 33.73% | Reducidas |
|
| 1028 |
Wahed Invest
New York
| USD 329 M | +USD 91.3 M | 27 | 34.35% | Aumentadas |
|
| 1029 |
Westpac Banking Corp
Sydney,
Australia
| USD 328 M | +USD 3.65 M | 32 | 20.2% | Aumentadas |
|
| 1030 |
Lyell Wealth Management
Menlo Park,
California
| USD 327 M | -USD 1.74 M | 19 | 20.07% | Reducidas |
|
| 1031 |
SH
Spear Holdings
Dubai,
United Arab Emirates
| USD 327 M | +USD 96.2 M | 4 | 19.48% | Aumentadas |
|
| 1032 |
PO
PBCay One
Dubai,
United Arab Emirates
| USD 327 M | +USD 96.1 M | 4 | 18.76% | Aumentadas |
|
| 1033 |
Hoey Investments
Coatesville,
Pennsylvania
| USD 326 M | +USD 16 M | 29 | 42.04% | Aumentadas |
|
| 1034 |
VestGen Advisors
Inverness,
Illinois
| USD 325 M | -USD 21.6 M | 53 | 9.48% | Reducidas |
|
| 1035 |
Strategy Capital
Los Altos,
California
| USD 324 M | -USD 6.6 M | 2 | 19.95% | Reducidas |
|
| 1036 |
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 322 M | -USD 176 M | 5 | 14.65% | Reducidas |
|
| 1037 |
Frank Rimerman Advisors
Palo Alto,
California
| USD 321 M | +USD 8.86 M | 45 | 18.2% | Aumentadas |
|
| 1038 |
PFG Investments
Woodbury,
New York
| USD 321 M | +USD 48.8 M | 45 | 12.43% | Aumentadas |
|
| 1039 |
Choate Investment Advisors
Boston,
Massachusetts
| USD 320 M | +USD 3.8 M | 27 | 5.62% | Aumentadas |
|
| 1040 |
First National Bank of Omaha
Omaha,
Nebraska
| USD 320 M | +USD 2.46 M | 27 | 9.01% | Aumentadas |
|
| 1041 |
MLCM
M & L Capital Management
London,
United Kingdom
| USD 319 M | -USD 106 M | 11 | 86.39% | Reducidas |
|
| 1042 |
DPC
Dream Peak Capital
Hong Kong,
| USD 319 M | -USD 138 M | 3 | 31.49% | Reducidas |
|
| 1043 |
Savvy Advisors Inc
New York
| USD 319 M | +USD 22.2 M | 40 | 6.77% | Aumentadas |
|
| 1044 |
Advent International
Boston,
Massachusetts
| USD 318 M | -USD 90.9 M | 5 | 1.79% | Reducidas |
|
| 1045 |
Everence Capital Management
Goshen,
Indiana
| USD 317 M | -USD 5.39 M | 48 | 16.67% | Reducidas |
|
| 1046 |
Sienna Gestion
Paris,
France
| USD 316 M | -USD 44.7 M | 13 | 18.54% | Reducidas |
|
| 1047 |
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 316 M | -USD 7.81 M | 9 | 22.07% | Reducidas |
|
| 1048 |
Osterweis Capital Management
San Francisco,
California
| USD 315 M | -USD 50.2 M | 15 | 14.83% | Reducidas |
|
| 1049 |
MIM
Marco Investment Management
Atlanta,
Georgia
| USD 315 M | -USD 20.5 M | 16 | 20.7% | Reducidas |
|
| 1050 |
Think Investments
San Francisco,
California
| USD 314 M | +USD 74.9 M | 5 | 37.13% | Aumentadas |
|