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 | |
|---|---|---|---|---|---|---|---|
| 126 |
Royal London Asset Management
United Kingdom
| USD 10.9 mil M | -USD 61.2 M | 36 | 20.1% | Reducidas |
|
| 127 |
Jones Financial Companies
Des Peres,
Missouri
| USD 10.9 mil M | +USD 1416 M | 125 | 4.37% | Aumentadas |
|
| 128 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 10.9 mil M | +USD 432 M | 25 | 9.9% | Aumentadas |
|
| 129 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 10.8 mil M | -USD 308 M | 67 | 19.93% | Reducidas |
|
| 130 |
KBC Group
Brussels,
Belgium
| USD 10.6 mil M | +USD 31.5 M | 78 | 22.88% | Aumentadas |
|
| 131 |
Point72 Asset Management
Stamford,
Connecticut
| USD 10.6 mil M | -USD 4614 M | 67 | 11.65% | Reducidas |
|
| 132 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 10.5 mil M | -USD 930 M | 47 | 15.86% | Reducidas |
|
| 133 |
Danske Bank
Copenhagen K,
Denmark
| USD 10.5 mil M | +USD 390 M | 44 | 20.74% | Aumentadas |
|
| 134 |
Daiwa Securities Group
Tokyo,
Japan
| USD 10.2 mil M | +USD 1210 M | 54 | 19.88% | Aumentadas |
|
| 135 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 10.1 mil M | -USD 1006 M | 43 | 12.69% | Reducidas |
|
| 136 |
Alkeon Capital Management
New York
| USD 10 mil M | -USD 333 M | 18 | 13.56% | Reducidas |
|
| 137 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 9850 M | +USD 298 M | 107 | 4.88% | Aumentadas |
|
| 138 |
APG Asset Management
Amsterdam,
Netherlands
| USD 9731 M | +USD 1336 M | 30 | 23.9% | Aumentadas |
|
| 139 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 9544 M | -USD 518 M | 73 | 8.87% | Reducidas |
|
| 140 |
Tiger Global Management
New York
| USD 9434 M | -USD 263 M | 8 | 39.34% | Reducidas |
|
| 141 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 9322 M | +USD 453 M | 73 | 9.33% | Aumentadas |
|
| 142 |
Korea Investment Corp
Seoul,
South Korea
| USD 9272 M | -USD 692 M | 32 | 17.61% | Reducidas |
|
| 143 |
Parnassus Investments
San Francisco,
California
| USD 9212 M | -USD 1145 M | 19 | 24.6% | Reducidas |
|
| 144 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 9110 M | +USD 249 M | 13 | 31.35% | Aumentadas |
|
| 145 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 8880 M | -USD 172 M | 93 | 17.01% | Reducidas |
|
| 146 |
Brown Advisory
Baltimore,
Maryland
| USD 8755 M | -USD 1406 M | 51 | 13.56% | Reducidas |
|
| 147 |
Credit Agricole
Montrouge Cedex,
France
| USD 8751 M | +USD 297 M | 63 | 17.74% | Aumentadas |
|
| 148 |
Nomura Holdings
Tokyo,
Japan
| USD 8741 M | +USD 4565 M | 59 | 10.24% | Aumentadas |
|
| 149 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 8458 M | -USD 309 M | 34 | 12.05% | Reducidas |
|
| 150 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| USD 8359 M | +USD 103 M | 35 | 18.83% | Aumentadas |
|