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 | |
|---|---|---|---|---|---|---|---|
| 1201 |
TFP
Triple Frond Partners
San Francisco,
California
| USD 237 M | USD 0 | 1 | 21.11% | Mantenido |
|
| 1202 |
Tema ETFs
New York
| USD 236 M | +USD 41.2 M | 35 | 7.64% | Aumentadas |
|
| 1203 |
Segment Wealth Management
Houston,
Texas
| USD 236 M | +USD 17.1 M | 19 | 12.23% | Aumentadas |
|
| 1204 |
MH
Mishpacha Holdings
Road Town,
| USD 235 M | +USD 6.72 M | 3 | 88.23% | Aumentadas |
|
| 1205 |
TT International Asset Management
London,
United Kingdom
| USD 235 M | +USD 155 M | 6 | 29.96% | Aumentadas |
|
| 1206 |
Private Wealth Partners
Mill Valley,
California
| USD 234 M | -USD 12.1 M | 16 | 16.71% | Reducidas |
|
| 1207 |
Eagle Global Advisors
Houston,
Texas
| USD 234 M | +USD 2.66 M | 15 | 7.75% | Aumentadas |
|
| 1208 |
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 233 M | +USD 5.23 M | 17 | 15.25% | Aumentadas |
|
| 1209 |
Avity Investment Management
Greenwich,
Connecticut
| USD 233 M | -USD 4.27 M | 7 | 14.87% | Reducidas |
|
| 1210 |
LMCG Investments
Boston,
Massachusetts
| USD 233 M | -USD 37.4 M | 24 | 12.47% | Reducidas |
|
| 1211 |
Corda Investment Management
Houston,
Texas
| USD 232 M | -USD 1.29 M | 10 | 14.26% | Reducidas |
|
| 1212 |
Alight Capital Management
New York
| USD 232 M | -USD 5.47 M | 22 | 32.59% | Reducidas |
|
| 1213 |
Cozad Asset Management
Champaign,
Illinois
| USD 232 M | -USD 3.65 M | 21 | 15% | Reducidas |
|
| 1214 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 232 M | -USD 82.7 M | 14 | 4.4% | Reducidas |
|
| 1215 |
Bridgeway Capital Management
Houston,
Texas
| USD 232 M | -USD 25.1 M | 33 | 4.08% | Reducidas |
|
| 1216 |
Panview Capital
Hong Kong
| USD 231 M | +USD 40.8 M | 6 | 40.66% | Aumentadas |
|
| 1217 |
Conning Inc
Hartford,
Connecticut
| USD 231 M | -USD 70.7 M | 26 | 6.91% | Reducidas |
|
| 1218 |
Aperture Investors
New York
| USD 231 M | +USD 23.9 M | 14 | 20.86% | Aumentadas |
|
| 1219 |
Square Wave Capital
Brooklyn,
New York
| USD 230 M | +USD 85 M | 3 | 34.37% | Aumentadas |
|
| 1220 |
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 230 M | +USD 19.1 M | 17 | 13.56% | Aumentadas |
|
| 1221 |
Venture Visionary Partners
Sylvania,
Ohio
| USD 229 M | -USD 7.52 M | 29 | 6.37% | Reducidas |
|
| 1222 |
Frec Markets Inc
San Francisco,
California
| USD 229 M | +USD 51.1 M | 51 | 20.56% | Aumentadas |
|
| 1223 |
SCM
Soros Capital Management
New York
| USD 229 M | +USD 157 M | 10 | 40.92% | Aumentadas |
|
| 1224 |
Cacti Asset Management
Atlanta,
Georgia
| USD 229 M | -USD 1.64 M | 2 | 11.48% | Reducidas |
|
| 1225 |
Cache Advisors
San Francisco,
California
| USD 229 M | +USD 38.9 M | 21 | 19.39% | Aumentadas |
|