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 | |
|---|---|---|---|---|---|---|---|
| 1451 |
Builder Investment Group
Atlanta,
Georgia
| USD 166 M | -USD 580 k | 6 | 32.92% | Reducidas |
|
| 1452 |
CIA
Covington Investment Advisors
Ligonier,
Pennsylvania
| USD 166 M | -USD 61.4 k | 6 | 21.47% | Reducidas |
|
| 1453 |
Kultura Capital Management
Park City,
Utah
| USD 166 M | +USD 47 M | 19 | 30.01% | Aumentadas |
|
| 1454 |
Valley Wealth Managers
Paramus,
New Jersey
| USD 166 M | -USD 20.2 M | 19 | 9.59% | Reducidas |
|
| 1455 |
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 166 M | -USD 5.73 M | 8 | 15.74% | Reducidas |
|
| 1456 |
Simplicity Wealth
Summit,
New Jersey
| USD 166 M | +USD 44.9 M | 39 | 5.59% | Aumentadas |
|
| 1457 |
CapWealth Advisors
Franklin,
Tennessee
| USD 165 M | -USD 6.36 M | 7 | 11.33% | Reducidas |
|
| 1458 |
ICICI Prudential Asset Management
Mumbai,
India
| USD 165 M | +USD 7.84 M | 23 | 18.07% | Aumentadas |
|
| 1459 |
MMBG Investment Advisors
Miami,
Florida
| USD 165 M | -USD 6.86 M | 8 | 13.06% | Reducidas |
|
| 1460 |
VMS Asset Management
Hong Kong,
| USD 165 M | +USD 9.45 M | 17 | 52.37% | Aumentadas |
|
| 1461 |
Maven Securities
St Helier,
Jersey
| USD 165 M | -USD 130 M | 3 | 3.26% | Reducidas |
|
| 1462 |
Suncoast Equity Management
Tampa,
Florida
| USD 165 M | +USD 29.7 M | 8 | 20.63% | Aumentadas |
|
| 1463 |
Magellan Asset Management
Sydney,
Australia
| USD 165 M | -USD 338 M | 1 | 3.68% | Reducidas |
|
| 1464 |
NorthRock Partners
Minneapolis,
Minnesota
| USD 164 M | -USD 2.17 M | 29 | 2.39% | Reducidas |
|
| 1465 |
KCM
Kensico Capital Management
Greenwich,
Connecticut
| USD 164 M | +USD 80.7 M | 2 | 2.82% | Aumentadas |
|
| 1466 |
Ursa Fund Management
Danville,
California
| USD 164 M | +USD 114 M | 2 | 12.84% | Nuevas |
|
| 1467 |
Roundview Capital
Princeton,
New Jersey
| USD 164 M | +USD 16.6 M | 21 | 8.97% | Aumentadas |
|
| 1468 |
Parkwood LLC
Cleveland,
Ohio
| USD 164 M | -USD 8.76 M | 8 | 11.75% | Reducidas |
|
| 1469 |
SouthState Corp
Winter Haven,
Florida
| USD 164 M | +USD 6.07 M | 57 | 6.84% | Aumentadas |
|
| 1470 |
John G. Ullman & Associates
Corning,
New York
| USD 163 M | -USD 29.5 M | 17 | 19.83% | Reducidas |
|
| 1471 |
Progressive Investment Management
Lake Oswego,
Oregon
| USD 163 M | +USD 4.89 M | 15 | 35.91% | Aumentadas |
|
| 1472 |
RFG Advisory
Birmingham,
Alabama
| USD 163 M | +USD 12.4 M | 29 | 2.55% | Aumentadas |
|
| 1473 |
Aquatic Capital Management
Chicago,
Illinois
| USD 163 M | -USD 128 M | 31 | 5.58% | Reducidas |
|
| 1474 |
Blue Trust Inc
Alpharetta,
Georgia
| USD 162 M | -USD 4.86 M | 86 | 1.7% | Reducidas |
|
| 1475 |
Woodstock Corp
Boston,
Massachusetts
| USD 162 M | -USD 10.2 M | 10 | 13.44% | Reducidas |
|