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 | |
|---|---|---|---|---|---|---|---|
| 1251 |
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 222 M | -USD 29.8 M | 107 | 7.48% | Reducidas |
|
| 1252 |
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 222 M | -USD 51.6 M | 7 | 6.2% | Reducidas |
|
| 1253 |
Spyglass Capital Management
San Francisco,
California
| USD 221 M | -USD 27.2 M | 3 | 11.96% | Reducidas |
|
| 1254 |
Centaurus Financial
Anaheim,
California
| USD 221 M | +USD 5.4 M | 40 | 8.53% | Aumentadas |
|
| 1255 |
Talbot Financial
Bellevue,
Washington
| USD 221 M | +USD 8.03 M | 6 | 16.24% | Aumentadas |
|
| 1256 |
Alpine Associates Management
Palm Beach,
Florida
| USD 220 M | +USD 34.9 M | 6 | 13.79% | Aumentadas |
|
| 1257 |
Varenne Capital Partners
Paris,
France
| USD 220 M | +USD 93 M | 5 | 36.49% | Aumentadas |
|
| 1258 |
HBK Investments
Dallas,
Texas
| USD 220 M | +USD 187 M | 2 | 2.13% | Aumentadas |
|
| 1259 |
GAM Holding
Zurich,
Switzerland
| USD 219 M | +USD 9.8 M | 25 | 16.77% | Aumentadas |
|
| 1260 |
Outlook Capital Management
Arlington Heights,
Illinois
| USD 218 M | +USD 149 M | 5 | 70.47% | Nuevas |
|
| 1261 |
AIC
AWM Investment Company
New York
| USD 218 M | -USD 161 M | 11 | 18.91% | Reducidas |
|
| 1262 |
Pine Valley Investments
Marlton,
New Jersey
| USD 218 M | -USD 8.09 M | 27 | 8.59% | Reducidas |
|
| 1263 |
Western Wealth Management
Golden,
Colorado
| USD 218 M | +USD 6.8 M | 35 | 7.11% | Aumentadas |
|
| 1264 |
Thomasville National Bank
Thomasville,
Georgia
| USD 217 M | +USD 187 M | 14 | 11.93% | Nuevas |
|
| 1265 |
Sagespring Wealth Partners
Franklin,
Tennessee
| USD 217 M | +USD 10.4 M | 38 | 3.34% | Aumentadas |
|
| 1266 |
Linden Thomas Advisory Services
Charlotte,
North Carolina
| USD 217 M | -USD 2.12 M | 40 | 17.5% | Reducidas |
|
| 1267 |
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| USD 217 M | -USD 39.9 M | 13 | 9.14% | Reducidas |
|
| 1268 |
Krilogy Financial
St. Louis,
Missouri
| USD 217 M | -USD 10.1 M | 49 | 6.4% | Reducidas |
|
| 1269 |
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 216 M | -USD 906 k | 7 | 10.94% | Reducidas |
|
| 1270 |
Investment House LLC
Redondo Beach,
California
| USD 216 M | -USD 15.8 M | 17 | 9.76% | Reducidas |
|
| 1271 |
Fulton Bank
Lancaster,
Pennsylvania
| USD 215 M | -USD 653 k | 35 | 6.58% | Reducidas |
|
| 1272 |
Cantillon Capital Management
New York
| USD 215 M | -USD 4215 M | 5 | 32.26% | Reducidas |
|
| 1273 |
Once Capital Management
New York
| USD 214 M | -USD 14.1 M | 3 | 17.57% | Reducidas |
|
| 1274 |
IQ EQ Fund Management
Dublin 2,
Ireland
| USD 214 M | -USD 40.2 M | 16 | 13.64% | Reducidas |
|
| 1275 |
Spear Advisors
East Hampton,
New York
| USD 214 M | +USD 61.7 M | 15 | 73.33% | Aumentadas |
|