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 | |
|---|---|---|---|---|---|---|---|
| 1351 |
IAIM
International Assets Investment Management
Orlando,
Florida
| USD 193 M | +USD 15 M | 57 | 11.54% | Aumentadas |
|
| 1352 |
Michael & Susan Dell Foundation
New York
| USD 193 M | -USD 51.2 M | 1 | 5.09% | Reducidas |
|
| 1353 |
EAM Investors
Solana Beach,
California
| USD 193 M | +USD 9.18 M | 37 | 17.16% | Aumentadas |
|
| 1354 |
F/M Investments
Washington,
District of Columbia
| USD 192 M | +USD 28.2 M | 25 | 9.76% | Aumentadas |
|
| 1355 |
Alerus Financial
Grand Forks,
North Dakota
| USD 192 M | -USD 1.16 M | 23 | 8.4% | Reducidas |
|
| 1356 |
Parsons Capital Management
Providence,
Rhode Island
| USD 192 M | -USD 15.1 M | 22 | 8.67% | Reducidas |
|
| 1357 |
Norden Group
Provo,
Utah
| USD 191 M | -USD 16 M | 47 | 15.69% | Reducidas |
|
| 1358 |
KTF Investments
Seal Beach,
California
| USD 191 M | +USD 7.53 M | 10 | 19.33% | Aumentadas |
|
| 1359 |
Mesirow Financial Investment Management
Chicago,
Illinois
| USD 191 M | -USD 27.7 M | 24 | 2.99% | Reducidas |
|
| 1360 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 189 M | +USD 15.5 M | 5 | 7.77% | Aumentadas |
|
| 1361 |
Novo Holdings A/S
Hellerup,
Denmark
| USD 189 M | USD 0 | 1 | 11% | Mantenido |
|
| 1362 |
McDaniel Terry & Co
Austin,
Texas
| USD 189 M | +USD 392 k | 9 | 14.75% | Aumentadas |
|
| 1363 |
Albar Capital Partners
London,
United Kingdom
| USD 189 M | -USD 48.3 M | 12 | 24.6% | Reducidas |
|
| 1364 |
HIC
Harbor Island Capital
Topsfield,
Massachusetts
| USD 188 M | -USD 15.1 M | 4 | 50.19% | Reducidas |
|
| 1365 |
Simmons Bank
Pine Bluff,
Arkansas
| USD 188 M | +USD 21.6 M | 26 | 10.7% | Aumentadas |
|
| 1366 |
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 188 M | -USD 4.54 M | 9 | 6.1% | Reducidas |
|
| 1367 |
Convergence Investment Partners
Palm Beach Gardens,
Florida
| USD 188 M | +USD 25.8 M | 18 | 17.78% | Aumentadas |
|
| 1368 |
Jamison Private Wealth Management
Milton,
Georgia
| USD 187 M | +USD 1.64 M | 16 | 18.9% | Aumentadas |
|
| 1369 |
TD Private Client Wealth
New York
| USD 187 M | -USD 6.81 M | 60 | 3.44% | Reducidas |
|
| 1370 |
J. Goldman & Co
New York
| USD 187 M | +USD 54.8 M | 33 | 4.82% | Aumentadas |
|
| 1371 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 186 M | -USD 22.7 M | 18 | 11.89% | Reducidas |
|
| 1372 |
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 186 M | -USD 25.5 M | 16 | 18.3% | Reducidas |
|
| 1373 |
Gladstone Capital Management
London,
United Kingdom
| USD 186 M | -USD 44 M | 12 | 18.36% | Reducidas |
|
| 1374 |
Mather Group
Chicago,
Illinois
| USD 185 M | +USD 9.46 M | 56 | 1.62% | Aumentadas |
|
| 1375 |
Fidelis Capital Partners
Tampa,
Florida
| USD 185 M | +USD 175 k | 31 | 10.65% | Aumentadas |
|