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 | |
|---|---|---|---|---|---|---|---|
| 1276 |
Valeo Financial Advisors
Carmel,
Indiana
| USD 213 M | +USD 10.2 M | 40 | 4.5% | Aumentadas |
|
| 1277 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
| USD 213 M | -USD 48.8 M | 11 | 10.79% | Reducidas |
|
| 1278 |
Rodgers Brothers
Harmony,
Pennsylvania
| USD 213 M | -USD 8.57 M | 15 | 20.67% | Reducidas |
|
| 1279 |
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| USD 213 M | -USD 34.2 M | 3 | 14.81% | Reducidas |
|
| 1280 |
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 212 M | -USD 139 M | 5 | 3.56% | Reducidas |
|
| 1281 |
Science & Technology Partners
New York
| USD 212 M | -USD 44.5 M | 28 | 35.8% | Reducidas |
|
| 1282 |
NFJ Investment Group
Dallas,
Texas
| USD 212 M | -USD 163 M | 18 | 7.18% | Reducidas |
|
| 1283 |
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 212 M | -USD 33.5 M | 37 | 11.14% | Reducidas |
|
| 1284 |
Step Capital Management
Singapore,
| USD 211 M | -USD 121 M | 4 | 45.65% | Reducidas |
|
| 1285 |
Richard C. Young & Co
Newport,
Rhode Island
| USD 211 M | -USD 722 k | 13 | 15.57% | Reducidas |
|
| 1286 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 211 M | +USD 19 M | 9 | 13.66% | Aumentadas |
|
| 1287 |
Appleton Partners
Boston,
Massachusetts
| USD 210 M | -USD 14.8 M | 15 | 12.88% | Reducidas |
|
| 1288 |
Summa Corp
Tomball,
Texas
| USD 210 M | -USD 10.2 M | 9 | 65.93% | Reducidas |
|
| 1289 |
Montag & Associates
Atlanta,
Georgia
| USD 210 M | -USD 12.5 M | 50 | 8.85% | Reducidas |
|
| 1290 |
Meridiem Capital Partners
Dallas,
Texas
| USD 209 M | +USD 41.2 M | 6 | 9.37% | Aumentadas |
|
| 1291 |
KC
KCM Capital
Shawnee,
Kansas
| USD 209 M | -USD 203 M | 3 | 33.8% | Reducidas |
|
| 1292 |
United Asset Strategies
Garden City,
New York
| USD 208 M | -USD 4.51 M | 22 | 14.73% | Reducidas |
|
| 1293 |
Jacobs & Co
San Francisco,
California
| USD 208 M | -USD 7.2 M | 10 | 17.86% | Reducidas |
|
| 1294 |
Titan Global Capital Management USA
New York
| USD 208 M | -USD 252 k | 16 | 26.29% | Reducidas |
|
| 1295 |
Capital Counsel
New York
| USD 207 M | -USD 21.1 M | 9 | 8.11% | Reducidas |
|
| 1296 |
Martingale Asset Management
Boston,
Massachusetts
| USD 207 M | +USD 24.7 M | 27 | 4.91% | Aumentadas |
|
| 1297 |
Aviso Financial
Toronto,
Ontario, Canada
| USD 207 M | -USD 3.11 M | 15 | 7.21% | Reducidas |
|
| 1298 |
Apis Capital Advisors
New York
| USD 207 M | -USD 13.3 M | 11 | 20.18% | Reducidas |
|
| 1299 |
GA
GuoLine Advisory
Singapore
| USD 207 M | +USD 4.52 M | 4 | 19.31% | Aumentadas |
|
| 1300 |
Kera Capital Partners
San Jose,
California
| USD 207 M | +USD 10.6 M | 35 | 19.9% | Aumentadas |
|