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 | |
|---|---|---|---|---|---|---|---|
| 1076 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
| USD 296 M | +USD 228 M | 4 | 0.86% | Aumentadas |
|
| 1077 |
Bowie Capital Management
Richardson,
Texas
| USD 296 M | -USD 12.2 M | 4 | 12.59% | Reducidas |
|
| 1078 |
PHC
Palidye Holdings (Caymans)
Grand Cayman,
Cayman Islands
| USD 296 M | USD 0 | 1 | 52.97% | Mantenido |
|
| 1079 |
SCH
Shengqi Capital (HK)
Hong Kong
| USD 296 M | +USD 69.6 M | 2 | 61.09% | Aumentadas |
|
| 1080 |
Petredis Investment Advisors
Warrendale,
Pennsylvania
| USD 295 M | -USD 2.2 M | 12 | 19.89% | Reducidas |
|
| 1081 |
AMI Asset Management
Los Angeles,
California
| USD 295 M | +USD 19.8 M | 8 | 16.98% | Aumentadas |
|
| 1082 |
Welch Group
Birmingham,
Alabama
| USD 295 M | -USD 12.5 M | 23 | 10.06% | Reducidas |
|
| 1083 |
Community Trust & Investment
Versailles,
Kentucky
| USD 294 M | -USD 30.9 M | 5 | 15.2% | Reducidas |
|
| 1084 |
Becker Capital Management
Portland,
Oregon
| USD 294 M | -USD 32.7 M | 20 | 7.92% | Reducidas |
|
| 1085 |
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| USD 294 M | +USD 500 k | 45 | 6.13% | Aumentadas |
|
| 1086 |
Sigma Planning Corp
Ann Arbor,
Michigan
| USD 294 M | -USD 27.7 M | 46 | 7.4% | Reducidas |
|
| 1087 |
Manchester Global Management
London,
United Kingdom
| USD 293 M | -USD 11 M | 6 | 32.37% | Reducidas |
|
| 1088 |
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 293 M | +USD 240 M | 13 | 9.07% | Aumentadas |
|
| 1089 |
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| USD 292 M | -USD 39.1 M | 4 | 17.79% | Reducidas |
|
| 1090 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 292 M | -USD 542 k | 35 | 8.34% | Reducidas |
|
| 1091 |
Knollwood Investment Advisory
Hunt Valley,
Maryland
| USD 291 M | +USD 21.9 M | 26 | 25.89% | Aumentadas |
|
| 1092 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 291 M | +USD 897 k | 8 | 11.88% | Aumentadas |
|
| 1093 |
First American Bank
Dundee,
Illinois
| USD 290 M | +USD 5.05 M | 15 | 16.21% | Aumentadas |
|
| 1094 |
General American Investors
New York
| USD 289 M | -USD 13.6 M | 8 | 17.12% | Reducidas |
|
| 1095 |
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 289 M | +USD 14.8 M | 37 | 2.14% | Aumentadas |
|
| 1096 |
Argent Trust Co
Nashville,
Tennessee
| USD 288 M | -USD 2.65 M | 36 | 8.33% | Reducidas |
|
| 1097 |
Aaron Wealth Advisors
Chicago,
Illinois
| USD 288 M | +USD 44.7 M | 38 | 14.65% | Aumentadas |
|
| 1098 |
Anchor Capital Advisors
Boston,
Massachusetts
| USD 287 M | -USD 30.9 M | 7 | 8.08% | Reducidas |
|
| 1099 |
Douglass Winthrop Advisors
New York
| USD 287 M | +USD 62.1 M | 19 | 4.95% | Aumentadas |
|
| 1100 |
Keywise Capital Management (HK)
Hong Kong
| USD 286 M | -USD 43.2 M | 3 | 38.9% | Reducidas |
|