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 | |
|---|---|---|---|---|---|---|---|
| 1651 |
Fortis Capital Management
Bellevue,
Washington
| USD 128 M | +USD 4.92 M | 13 | 14.3% | Aumentadas |
|
| 1652 |
Capricorn Investment Group
Palo Alto,
California
| USD 128 M | -USD 16.4 M | 1 | 0.57% | Reducidas |
|
| 1653 |
BFS
Burr Financial Services
Pleasant Hill,
California
| USD 128 M | +USD 2.92 M | 9 | 79.27% | Aumentadas |
|
| 1654 |
Iconiq Capital
San Francisco,
California
| USD 127 M | -USD 422 M | 4 | 3.67% | Reducidas |
|
| 1655 |
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 127 M | -USD 1.15 M | 3 | 12.99% | Reducidas |
|
| 1656 |
Night Squared
New York
| USD 127 M | -USD 53.9 M | 11 | 13.68% | Reducidas |
|
| 1657 |
Coastal Bridge Advisors
Westport,
Connecticut
| USD 127 M | -USD 12.2 M | 22 | 7.87% | Reducidas |
|
| 1658 |
Parker Investment Management
Menlo Park,
California
| USD 127 M | +USD 19.4 M | 6 | 9.67% | Aumentadas |
|
| 1659 |
Austin Asset Management
Austin,
Texas
| USD 127 M | +USD 25.8 M | 7 | 17.64% | Aumentadas |
|
| 1660 |
L & S Advisors
Los Angeles,
California
| USD 126 M | +USD 5.36 M | 16 | 13.07% | Aumentadas |
|
| 1661 |
SeaCrest Wealth Management
Purchase,
New York
| USD 126 M | -USD 11.2 M | 36 | 13.99% | Reducidas |
|
| 1662 |
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 126 M | +USD 2.01 M | 8 | 7.66% | Aumentadas |
|
| 1663 |
FG
Franchise GP
Grand Cayman,
| USD 126 M | -USD 52.6 M | 14 | 58.55% | Reducidas |
|
| 1664 |
TCOT
Trust Company of Toledo
Holland,
Ohio
| USD 126 M | +USD 1.24 M | 31 | 10.49% | Aumentadas |
|
| 1665 |
S-Bank Fund Management
Helsinki,
Finland
| USD 126 M | -USD 58.8 M | 21 | 17.12% | Reducidas |
|
| 1666 |
Robertson Stephens Wealth Management
San Francisco,
California
| USD 126 M | -USD 6.76 M | 23 | 3.1% | Reducidas |
|
| 1667 |
Stanley Capital Management
Houston,
Texas
| USD 126 M | -USD 13.1 M | 3 | 16.65% | Reducidas |
|
| 1668 |
RCM
Ratan Capital Management
Miami Beach,
Florida
| USD 125 M | +USD 33.2 M | 9 | 40.47% | Aumentadas |
|
| 1669 |
CL
CIM LLC
Albany,
New York
| USD 125 M | +USD 3.28 M | 13 | 16.18% | Aumentadas |
|
| 1670 |
Ninety One North America
New York
| USD 125 M | -USD 39.9 M | 6 | 5.86% | Reducidas |
|
| 1671 |
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 125 M | -USD 985 k | 23 | 7.4% | Reducidas |
|
| 1672 |
Headwater Capital
Hong Kong,
China
| USD 125 M | -USD 185 M | 2 | 24.89% | Reducidas |
|
| 1673 |
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 124 M | +USD 8.81 M | 20 | 12.03% | Aumentadas |
|
| 1674 |
Alphadyne Asset Management
New York
| USD 124 M | -USD 43.6 M | 11 | 1.19% | Reducidas |
|
| 1675 |
BFO
Boston Family Office
Boston,
Massachusetts
| USD 124 M | +USD 6.96 M | 18 | 7.53% | Aumentadas |
|