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 | |
|---|---|---|---|---|---|---|---|
| 1301 |
Carmel Capital Management
Carmel,
California
| USD 207 M | -USD 13.9 M | 8 | 45.35% | Reducidas |
|
| 1302 |
Blue Chip Partners
Farmington Hills,
Michigan
| USD 207 M | +USD 3.81 M | 12 | 13.07% | Aumentadas |
|
| 1303 |
Syon Capital
San Francisco,
California
| USD 207 M | +USD 9.37 M | 49 | 9.01% | Aumentadas |
|
| 1304 |
Graham Capital Management
Rowayton,
Connecticut
| USD 207 M | -USD 34 M | 48 | 3.76% | Reducidas |
|
| 1305 |
MidFirst Bank
Oklahoma City,
Oklahoma
| USD 206 M | +USD 1.89 M | 40 | 14.64% | Aumentadas |
|
| 1306 |
Neville Rodie & Shaw
New York
| USD 206 M | +USD 2.76 M | 18 | 13.33% | Aumentadas |
|
| 1307 |
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 205 M | -USD 6.96 M | 12 | 13.73% | Reducidas |
|
| 1308 |
Maren Capital
Chicago,
Illinois
| USD 205 M | +USD 4.4 M | 1 | 9.51% | Aumentadas |
|
| 1309 |
RDST Capital
Seattle,
Washington
| USD 205 M | +USD 20.5 M | 3 | 16.98% | Aumentadas |
|
| 1310 |
Palisade Capital Management
Fort Lee,
New Jersey
| USD 205 M | -USD 71.1 M | 15 | 8.91% | Reducidas |
|
| 1311 |
Hodges Capital Management
Dallas,
Texas
| USD 205 M | -USD 46.4 M | 13 | 13.54% | Reducidas |
|
| 1312 |
Kadensa Capital
Central,
Hong Kong
| USD 203 M | -USD 79.1 M | 10 | 43.38% | Reducidas |
|
| 1313 |
Waycross Partners
Louisville,
Kentucky
| USD 203 M | -USD 1.54 M | 4 | 17.27% | Reducidas |
|
| 1314 |
Foxhaven Asset Management
Charlottesville,
Virginia
| USD 202 M | +USD 208 M | 1 | 5.43% | Nuevas |
|
| 1315 |
Soltis Investment Advisors
St. George,
Utah
| USD 202 M | +USD 13.9 M | 31 | 11.25% | Aumentadas |
|
| 1316 |
Nemes Rush Group
Novi,
Michigan
| USD 202 M | +USD 2.04 M | 42 | 16.65% | Aumentadas |
|
| 1317 |
Avalon Global Asset Management
San Francisco,
California
| USD 201 M | -USD 28.9 M | 8 | 21.94% | Reducidas |
|
| 1318 |
Silicon Valley Capital Partners
San Jose,
California
| USD 201 M | -USD 13.6 M | 36 | 16.3% | Reducidas |
|
| 1319 |
Belpointe Asset Management
Reno,
Nevada
| USD 201 M | -USD 6.53 M | 44 | 6.56% | Reducidas |
|
| 1320 |
Avidian Wealth Enterprises
Houston,
Texas
| USD 201 M | +USD 12.9 M | 30 | 5.55% | Aumentadas |
|
| 1321 |
Slow Capital
Greenbrae,
California
| USD 201 M | -USD 25.1 M | 13 | 23.4% | Reducidas |
|
| 1322 |
ALPS Advisors
Denver,
Colorado
| USD 200 M | +USD 12.3 M | 37 | 0.94% | Aumentadas |
|
| 1323 |
Ketron Financial
Novato,
California
| USD 200 M | +USD 872 k | 11 | 62.03% | Aumentadas |
|
| 1324 |
ET
Entropy Technologies
New York
| USD 200 M | -USD 18.3 M | 42 | 7.94% | Reducidas |
|
| 1325 |
Seven Grand Managers
Bronxville,
New York
| USD 199 M | +USD 13.2 M | 7 | 8.03% | Aumentadas |
|