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 | |
|---|---|---|---|---|---|---|---|
| 1326 |
Mill Capital Management
Concord,
North Carolina
| USD 199 M | -USD 15.8 M | 8 | 13.28% | Reducidas |
|
| 1327 |
Robinhood Asset Management
Menlo Park,
California
| USD 199 M | +USD 58.5 M | 12 | 10.64% | Aumentadas |
|
| 1328 |
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| USD 198 M | USD 0 | 12 | 44.55% | Mantenido |
|
| 1329 |
Benchstone Capital Management
New York
| USD 198 M | -USD 96.1 M | 10 | 23.95% | Reducidas |
|
| 1330 |
Cambiar Investors
Denver,
Colorado
| USD 198 M | -USD 111 M | 13 | 8.6% | Reducidas |
|
| 1331 |
CFM Wealth Partners
Austin,
Texas
| USD 198 M | +USD 9.08 M | 16 | 25.27% | Aumentadas |
|
| 1332 |
Pallas Capital Advisors
Braintree,
Massachusetts
| USD 197 M | -USD 95.5 k | 47 | 6.07% | Reducidas |
|
| 1333 |
Howe & Rusling
Rochester,
New York
| USD 197 M | -USD 443 k | 23 | 11.45% | Reducidas |
|
| 1334 |
BPIA
Broad Peak Investment Advisers
Singapore
| USD 196 M | -USD 62.6 M | 5 | 36.05% | Reducidas |
|
| 1335 |
M.D. Sass LLC
New York
| USD 196 M | +USD 111 M | 8 | 12.82% | Aumentadas |
|
| 1336 |
SCA
Sassicaia Capital Advisers
Jericho,
New York
| USD 196 M | +USD 57.2 M | 14 | 86.37% | Aumentadas |
|
| 1337 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 196 M | -USD 25.9 M | 37 | 3.71% | Reducidas |
|
| 1338 |
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 195 M | -USD 9.5 M | 36 | 5.54% | Reducidas |
|
| 1339 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 195 M | +USD 2.3 M | 2 | 10.69% | Aumentadas |
|
| 1340 |
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 195 M | +USD 7.51 M | 36 | 6.17% | Aumentadas |
|
| 1341 |
SIG Brokerage
New York
| USD 195 M | +USD 110 M | 22 | 3.79% | Aumentadas |
|
| 1342 |
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 195 M | -USD 5.91 M | 13 | 17.19% | Reducidas |
|
| 1343 |
Night Owl Capital Management
Greenwich,
Connecticut
| USD 195 M | +USD 29.3 M | 4 | 20.45% | Aumentadas |
|
| 1344 |
Howard Capital Management Group
Los Angeles,
California
| USD 195 M | -USD 2.19 M | 13 | 11.9% | Reducidas |
|
| 1345 |
Newbrook Capital Advisors
New York
| USD 195 M | +USD 97.2 M | 3 | 26.28% | Aumentadas |
|
| 1346 |
Whitney & Co
Rochester,
New York
| USD 195 M | -USD 10.5 M | 12 | 14.21% | Reducidas |
|
| 1347 |
ACMH
Andar Capital Management (HK)
Hong Kong
| USD 194 M | +USD 9.9 M | 10 | 87.04% | Aumentadas |
|
| 1348 |
Dillon & Associates
Jackson,
Michigan
| USD 194 M | -USD 1.94 M | 8 | 23.72% | Reducidas |
|
| 1349 |
Tran Capital Management
San Rafael,
California
| USD 194 M | -USD 3.66 M | 7 | 22.32% | Reducidas |
|
| 1350 |
CX Institutional
Auburn,
Indiana
| USD 194 M | -USD 15.1 M | 45 | 5.59% | Reducidas |
|