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 | |
|---|---|---|---|---|---|---|---|
| 1101 |
Renaissance Group
Covington,
Kentucky
| USD 285 M | -USD 53.8 M | 18 | 11.58% | Reducidas |
|
| 1102 |
CenterBook Partners
Greenwich,
Connecticut
| USD 285 M | -USD 20.6 M | 42 | 14.01% | Reducidas |
|
| 1103 |
NM
NWI Management
New York
| USD 284 M | -USD 9.06 M | 4 | 13.15% | Reducidas |
|
| 1104 |
DigitalBridge Group
Boca Raton,
Florida
| USD 284 M | -USD 25.8 M | 5 | 16.97% | Reducidas |
|
| 1105 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 283 M | -USD 38.7 M | 10 | 21.02% | Reducidas |
|
| 1106 |
FourThought Financial Partners
Venice,
Florida
| USD 283 M | -USD 5.29 M | 36 | 21.85% | Reducidas |
|
| 1107 |
Lingotto Investment Management
London,
United Kingdom
| USD 281 M | +USD 23.8 M | 2 | 6.02% | Aumentadas |
|
| 1108 |
Jag Capital Management
St Louis,
Missouri
| USD 281 M | -USD 48.6 M | 15 | 26.28% | Reducidas |
|
| 1109 |
MA
Mutual Advisors
Omaha,
Nebraska
| USD 281 M | +USD 19.2 M | 39 | 5.28% | Aumentadas |
|
| 1110 |
Magnetar Financial
Evanston,
Illinois
| USD 280 M | -USD 51.3 M | 31 | 2.56% | Reducidas |
|
| 1111 |
Summitry LLC
Foster City,
California
| USD 280 M | -USD 127 M | 26 | 9.21% | Reducidas |
|
| 1112 |
Third Point
New York
| USD 280 M | +USD 7.99 M | 3 | 5.98% | Aumentadas |
|
| 1113 |
Wedbush Fund Advisers
Pasadena,
California
| USD 279 M | -USD 56.6 M | 9 | 24.74% | Reducidas |
|
| 1114 |
Shufro Rose & Co
New York
| USD 277 M | -USD 12.4 M | 17 | 15.94% | Reducidas |
|
| 1115 |
Hill City Capital
Boston,
Massachusetts
| USD 277 M | +USD 50.3 M | 2 | 6.47% | Aumentadas |
|
| 1116 |
RNC Capital Management
Los Angeles,
California
| USD 277 M | -USD 22.8 M | 15 | 11.43% | Reducidas |
|
| 1117 |
Mindset Wealth Management
Indianapolis,
Indiana
| USD 276 M | +USD 50.9 M | 23 | 53.19% | Aumentadas |
|
| 1118 |
CreativeOne Wealth
Overland Park,
Kansas
| USD 276 M | +USD 9.9 M | 39 | 5.95% | Aumentadas |
|
| 1119 |
Institute for Wealth Management
Denver,
Colorado
| USD 275 M | +USD 9.7 M | 55 | 24.26% | Aumentadas |
|
| 1120 |
KCM Investment Advisors
Greenbrae,
California
| USD 275 M | -USD 1.99 M | 27 | 8.16% | Reducidas |
|
| 1121 |
Sumitomo Life Insurance
Tokyo,
Japan
| USD 275 M | +USD 16.5 M | 24 | 4.49% | Aumentadas |
|
| 1122 |
Divisadero Street Capital Management
Miami,
Florida
| USD 274 M | +USD 107 M | 9 | 6.2% | Aumentadas |
|
| 1123 |
Kintegral Advisory
New York
| USD 273 M | USD 0 | 20 | 22.16% | Mantenido |
|
| 1124 |
Emerald Investment Advisers
Leola,
Pennsylvania
| USD 271 M | +USD 13.6 M | 25 | 18.03% | Aumentadas |
|
| 1125 |
Virtu Financial
New York
| USD 271 M | -USD 151 M | 49 | 8.52% | Reducidas |
|