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 | |
|---|---|---|---|---|---|---|---|
| 1401 |
Tributary Capital Management
Omaha,
Nebraska
| USD 179 M | -USD 19.1 M | 11 | 14.71% | Reducidas |
|
| 1402 |
Old Mission Capital
Chicago,
Illinois
| USD 179 M | +USD 42.1 M | 9 | 2.84% | Aumentadas |
|
| 1403 |
Bensler
Bellevue,
Washington
| USD 179 M | +USD 2.66 M | 12 | 15.82% | Aumentadas |
|
| 1404 |
Arvest Bank Trust Division
Dewey,
Oklahoma
| USD 179 M | -USD 1.45 M | 13 | 8.71% | Reducidas |
|
| 1405 |
BlueCrest Capital Management
St Helier,
Jersey
| USD 179 M | +USD 108 M | 15 | 5.89% | Aumentadas |
|
| 1406 |
Electron Capital Partners
New York
| USD 179 M | -USD 7.2 M | 3 | 7.13% | Reducidas |
|
| 1407 |
Mitchell Capital Management
Leawood,
Kansas
| USD 178 M | -USD 7.23 M | 14 | 27.12% | Reducidas |
|
| 1408 |
Narwhal Capital Management
Marietta,
Georgia
| USD 178 M | +USD 7.25 M | 11 | 12.28% | Aumentadas |
|
| 1409 |
Spinnaker Trust
Portland,
Maine
| USD 178 M | +USD 5.08 M | 17 | 8.63% | Aumentadas |
|
| 1410 |
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 178 M | +USD 3.83 M | 15 | 7.2% | Aumentadas |
|
| 1411 |
GHP Investment Advisors
Denver,
Colorado
| USD 177 M | -USD 8.84 M | 48 | 6.52% | Reducidas |
|
| 1412 |
Provident Investment Management
Novi,
Michigan
| USD 177 M | +USD 15.1 M | 6 | 17.23% | Aumentadas |
|
| 1413 |
Central Securities
New York
| USD 177 M | USD 0 | 2 | 13.22% | Mantenido |
|
| 1414 |
Letko, Brosseau & Associates
Montreal,
Quebec, Canada
| USD 177 M | -USD 165 M | 4 | 2.61% | Reducidas |
|
| 1415 |
Mane Global Capital Management
New York
| USD 177 M | +USD 97.8 M | 10 | 14.62% | Aumentadas |
|
| 1416 |
Bogart Wealth LLC
Mclean,
Virginia
| USD 176 M | +USD 7.46 M | 67 | 6.05% | Aumentadas |
|
| 1417 |
Amica Mutual Insurance
Providence,
Rhode Island
| USD 176 M | -USD 7.82 M | 10 | 14.68% | Reducidas |
|
| 1418 |
Arbejdsmarkedets Tillaegspension
Hilleroed,
| USD 176 M | -USD 63.6 M | 6 | 3.83% | Reducidas |
|
| 1419 |
Advanced Micro Devices
Santa Clara,
California
| USD 176 M | +USD 180 M | 1 | 13.39% | Aumentadas |
|
| 1420 |
Overbrook Management Corp
New York
| USD 175 M | -USD 22.7 M | 11 | 26.47% | Reducidas |
|
| 1421 |
Gemmer Asset Management
Walnut Creek,
California
| USD 175 M | +USD 3.47 M | 13 | 11.77% | Aumentadas |
|
| 1422 |
Clifford Swan Investment Counsel
Pasadena,
California
| USD 174 M | -USD 12.8 M | 18 | 5.59% | Reducidas |
|
| 1423 |
DCM
Divisar Capital Management
San Francisco,
California
| USD 173 M | -USD 104 M | 7 | 39.97% | Reducidas |
|
| 1424 |
Trigran Investments
Northbrook,
Illinois
| USD 173 M | -USD 57.6 M | 3 | 31.81% | Reducidas |
|
| 1425 |
Noesis Capital Mangement
Boca Raton,
Florida
| USD 173 M | +USD 39.9 k | 8 | 20.75% | Aumentadas |
|