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 | |
|---|---|---|---|---|---|---|---|
| 1501 |
Adapt Investment Managers
Geneva,
Switzerland
| USD 156 M | +USD 55.9 M | 5 | 1.25% | Aumentadas |
|
| 1502 |
CAM
Contour Asset Management
New York
| USD 156 M | -USD 265 M | 2 | 3.7% | Reducidas |
|
| 1503 |
ArrowMark Colorado Holdings
Denver,
Colorado
| USD 156 M | -USD 175 M | 16 | 6.51% | Reducidas |
|
| 1504 |
J.M. Forbes & Co
Boston,
Massachusetts
| USD 156 M | -USD 500 k | 12 | 12.28% | Reducidas |
|
| 1505 |
Ramirez Asset Management
New York
| USD 156 M | +USD 4.78 M | 18 | 16.23% | Aumentadas |
|
| 1506 |
Ranger Investment Management
Dallas,
Texas
| USD 156 M | -USD 28.4 M | 4 | 9.85% | Reducidas |
|
| 1507 |
Marathon Asset Management (UK)
London,
United Kingdom
| USD 155 M | -USD 66.7 M | 3 | 6.31% | Reducidas |
|
| 1508 |
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 155 M | -USD 6.82 M | 13 | 6.9% | Reducidas |
|
| 1509 |
Brian C. Broderick
| USD 155 M | -USD 3 M | 9 | 23.94% | Reducidas |
|
| 1510 |
Westwood Wealth Management
Los Angeles,
California
| USD 155 M | -USD 948 k | 5 | 44.8% | Reducidas |
|
| 1511 |
Artemis Wealth Advisors
New York
| USD 154 M | +USD 5.69 M | 25 | 18.49% | Aumentadas |
|
| 1512 |
SSI
Scott & Selber Inc
Houston,
Texas
| USD 154 M | -USD 239 k | 7 | 32.51% | Reducidas |
|
| 1513 |
Westerkirk Capital
Victoria,
| USD 154 M | -USD 4.31 M | 13 | 14.8% | Reducidas |
|
| 1514 |
ECP
Elemental Capital Partners
San Francisco,
California
| USD 154 M | +USD 3.17 M | 4 | 32.32% | Aumentadas |
|
| 1515 |
German American Bancorp
Jasper,
Indiana
| USD 153 M | -USD 6.79 M | 15 | 11.47% | Reducidas |
|
| 1516 |
Atalan Capital Partners
New York
| USD 153 M | +USD 109 M | 1 | 9.36% | Nuevas |
|
| 1517 |
Addenda Capital
Montreal,
Quebec, Canada
| USD 152 M | -USD 7.46 M | 5 | 4.14% | Reducidas |
|
| 1518 |
Erste Towarzystwo Funduszy Inwestycyjnych
Poznan,
| USD 152 M | +USD 27.7 M | 9 | 38.16% | Aumentadas |
|
| 1519 |
Folketrygdfondet
Oslo Norway,
Norway
| USD 152 M | -USD 25.7 M | 1 | 3.29% | Reducidas |
|
| 1520 |
L1 Capital International
Sydney NSW 2000,
Australia
| USD 152 M | +USD 52.9 M | 2 | 8.93% | Aumentadas |
|
| 1521 |
180 Wealth Advisors
Federal Way,
Washington
| USD 152 M | -USD 6.46 M | 27 | 15.25% | Reducidas |
|
| 1522 |
Spirepoint Private Client
Vero Beach,
Florida
| USD 152 M | +USD 35.3 M | 21 | 12.29% | Aumentadas |
|
| 1523 |
DA
DCF Advisers
Greenwich,
Connecticut
| USD 152 M | -USD 38.4 M | 7 | 26.81% | Reducidas |
|
| 1524 |
Strategic Global Advisors
Newport Beach,
California
| USD 152 M | -USD 7.69 M | 9 | 21.59% | Reducidas |
|
| 1525 |
Armistice Capital
New York
| USD 151 M | -USD 36.6 M | 24 | 1.85% | Reducidas |
|