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 | |
|---|---|---|---|---|---|---|---|
| 101 |
Fidelity International
Hamilton,
Bermuda
| USD 13.5 mil M | -USD 820 M | 46 | 9.69% | Reducidas |
|
| 102 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 13.4 mil M | +USD 1310 M | 62 | 18.88% | Aumentadas |
|
| 103 |
Situational Awareness
San Francisco,
California
| USD 13.2 mil M | +USD 7049 M | 7 | 65.08% | Aumentadas |
|
| 104 |
Aviva
London,
United Kingdom
| USD 13.1 mil M | +USD 1.75 M | 47 | 19.21% | Aumentadas |
|
| 105 |
Adage Capital Partners
Boston,
Massachusetts
| USD 12.7 mil M | +USD 201 M | 41 | 17.78% | Aumentadas |
|
| 106 |
Nomura Asset Management
Tokyo,
Japan
| USD 12.7 mil M | +USD 566 M | 51 | 27.12% | Aumentadas |
|
| 107 |
ProShare Advisors
Bethesda,
Maryland
| USD 12.6 mil M | -USD 2155 M | 86 | 18.16% | Reducidas |
|
| 108 |
Millennium Management
New York
| USD 12.5 mil M | -USD 4540 M | 115 | 4.53% | Reducidas |
|
| 109 |
Universal-Beteiligungs- und Servicegesellschaft
Frankfurt Am Main,
Germany
| USD 12.5 mil M | -USD 459 M | 76 | 19.12% | Reducidas |
|
| 110 |
CIBC Bancorp USA
Chicago,
Illinois
| USD 12.5 mil M | -USD 248 M | 74 | 15.17% | Reducidas |
|
| 111 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| USD 12.5 mil M | -USD 22.6 M | 100 | 14.88% | Reducidas |
|
| 112 |
SoftBank Group
Tokyo,
Japan
| USD 12.4 mil M | -USD 576 M | 3 | 68.36% | Reducidas |
|
| 113 |
Mariner
Overland Park,
Kansas
| USD 12.4 mil M | +USD 201 M | 80 | 12.99% | Aumentadas |
|
| 114 |
Ensign Peak Advisors
Salt Lake City,
Utah
| USD 12.2 mil M | +USD 339 M | 73 | 19.99% | Aumentadas |
|
| 115 |
Prudential Financial
Newark,
New Jersey
| USD 12.1 mil M | -USD 335 M | 86 | 13.14% | Reducidas |
|
| 116 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 11.8 mil M | -USD 149 M | 83 | 19.53% | Reducidas |
|
| 117 |
Quantinno Capital Management
New York
| USD 11.7 mil M | +USD 1762 M | 101 | 14.06% | Aumentadas |
|
| 118 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 11.7 mil M | -USD 327 M | 44 | 16.36% | Reducidas |
|
| 119 |
Stifel Financial
St. Louis,
Missouri
| USD 11.5 mil M | -USD 671 M | 99 | 9.53% | Reducidas |
|
| 120 |
Lazard Asset Management
New York
| USD 11.4 mil M | -USD 1267 M | 80 | 17.29% | Reducidas |
|
| 121 |
WCM Investment Management
Laguna Beach,
California
| USD 11.4 mil M | -USD 581 M | 22 | 20.6% | Reducidas |
|
| 122 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
| USD 11.1 mil M | -USD 421 M | 66 | 16.7% | Reducidas |
|
| 123 |
Two Sigma Investments
New York
| USD 11 mil M | -USD 3336 M | 112 | 7.94% | Reducidas |
|
| 124 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 10.9 mil M | +USD 572 M | 51 | 12.66% | Aumentadas |
|
| 125 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 10.9 mil M | -USD 84.2 M | 60 | 17.44% | Reducidas |
|