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 | |
|---|---|---|---|---|---|---|---|
| 1051 |
SCM
Steadfast Capital Management
New York
| USD 314 M | -USD 66.6 M | 9 | 9.62% | Reducidas |
|
| 1052 |
Miracle Mile Advisors
Los Angeles,
California
| USD 314 M | +USD 14.6 M | 40 | 3.68% | Aumentadas |
|
| 1053 |
Atomi Financial Group
New York
| USD 314 M | +USD 21.8 M | 49 | 8.17% | Aumentadas |
|
| 1054 |
BPI
BFC Planning, Inc.
Cedar Rapids,
Iowa
| USD 313 M | +USD 8.71 M | 88 | 12.71% | Aumentadas |
|
| 1055 |
TCIM
TOMS Capital Investment Management
New York
| USD 312 M | -USD 37.1 M | 3 | 6.67% | Reducidas |
|
| 1056 |
Moors & Cabot
Boston,
Massachusetts
| USD 311 M | -USD 6 M | 37 | 12.08% | Reducidas |
|
| 1057 |
Loftus Peak
Sydney,
Australia
| USD 310 M | +USD 270 M | 10 | 42.27% | Nuevas |
|
| 1058 |
Meiji Yasuda Asset Management
Tokyo,
Japan
| USD 310 M | +USD 4.24 M | 42 | 13.96% | Aumentadas |
|
| 1059 |
Hartline Investment Corp
Winnetka,
Illinois
| USD 309 M | -USD 53.7 M | 12 | 26.93% | Reducidas |
|
| 1060 |
Trust Company of Vermont
Brattleboro,
Vermont
| USD 308 M | +USD 5.07 M | 34 | 11.47% | Aumentadas |
|
| 1061 |
FSLI
Funde Sino Life Insurance
Shenzhen,
China
| USD 307 M | +USD 223 M | 7 | 100% | Nuevas |
|
| 1062 |
CastleKnight Management
New York
| USD 307 M | -USD 285 M | 25 | 4.15% | Reducidas |
|
| 1063 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 306 M | -USD 453 k | 15 | 16.16% | Reducidas |
|
| 1064 |
Ancora Advisors
Cleveland,
Ohio
| USD 306 M | -USD 34.8 M | 55 | 5.9% | Reducidas |
|
| 1065 |
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 306 M | +USD 1.65 M | 25 | 15.34% | Aumentadas |
|
| 1066 |
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 306 M | +USD 12.7 M | 21 | 22.22% | Aumentadas |
|
| 1067 |
Nicholas Investment Partners
Rancho Santa Fe,
California
| USD 303 M | +USD 11.1 M | 31 | 16.87% | Aumentadas |
|
| 1068 |
Harvey Partners
Tarrytown,
New York
| USD 302 M | -USD 133 M | 6 | 20.7% | Reducidas |
|
| 1069 |
Chicago Partners Investment Group
Chicago,
Illinois
| USD 301 M | +USD 33.2 M | 56 | 6.02% | Aumentadas |
|
| 1070 |
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 301 M | -USD 10.1 M | 3 | 4.57% | Reducidas |
|
| 1071 |
Antipodes Partners
Royal Exchange,
Australia
| USD 301 M | +USD 139 M | 4 | 5.51% | Aumentadas |
|
| 1072 |
Meyer Handelman Company
Rye Brook,
New York
| USD 300 M | +USD 6.53 M | 17 | 8.48% | Aumentadas |
|
| 1073 |
Homestead Advisers
Arlington,
Virginia
| USD 299 M | -USD 67.1 M | 9 | 7.43% | Reducidas |
|
| 1074 |
Koch Inc
Wichita,
Kansas
| USD 298 M | -USD 326 M | 1 | 27.22% | Reducidas |
|
| 1075 |
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 298 M | -USD 25.5 M | 37 | 11.05% | Reducidas |
|