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 | |
|---|---|---|---|---|---|---|---|
| 1776 |
111 Capital
Paris,
France
| USD 111 M | -USD 9.6 M | 31 | 19.08% | Reducidas |
|
| 1777 |
Tortoise Capital Advisors
Overland Park,
Kansas
| USD 111 M | +USD 35.6 M | 7 | 1.13% | Aumentadas |
|
| 1778 |
3G Capital Partners
New York
| USD 111 M | +USD 45.4 M | 6 | 29.75% | Aumentadas |
|
| 1779 |
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 111 M | +USD 4.91 M | 32 | 14.3% | Aumentadas |
|
| 1780 |
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 111 M | +USD 24.5 M | 35 | 31.26% | Aumentadas |
|
| 1781 |
Harbor Capital Advisors
Chicago,
Illinois
| USD 111 M | -USD 12.9 M | 34 | 7.55% | Reducidas |
|
| 1782 |
Matrix Asset Advisors
White Plains,
New York
| USD 111 M | -USD 24.4 M | 5 | 9.01% | Reducidas |
|
| 1783 |
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 111 M | +USD 91.6 k | 13 | 27.47% | Aumentadas |
|
| 1784 |
Marietta Wealth Management
Marietta,
Georgia
| USD 111 M | -USD 2.23 M | 6 | 11.39% | Reducidas |
|
| 1785 |
Kimelman & Baird
New York
| USD 111 M | -USD 1.96 M | 14 | 8.14% | Reducidas |
|
| 1786 |
CWM
Compass Wealth Management
Guilford,
Connecticut
| USD 110 M | -USD 7.02 M | 13 | 20.88% | Reducidas |
|
| 1787 |
Carret Asset Management
New York
| USD 110 M | -USD 5.11 M | 16 | 9.64% | Reducidas |
|
| 1788 |
Kieckhefer Group
Mequon,
Wisconsin
| USD 110 M | +USD 7.94 M | 10 | 44.85% | Aumentadas |
|
| 1789 |
Clear Creek Financial Management
Silverdale,
Washington
| USD 110 M | +USD 5.42 M | 26 | 7.09% | Aumentadas |
|
| 1790 |
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| USD 110 M | +USD 10.2 M | 5 | 12.69% | Aumentadas |
|
| 1791 |
DRW Securities
Chicago,
Illinois
| USD 110 M | -USD 22.1 M | 21 | 2.67% | Reducidas |
|
| 1792 |
FIFTHDELTA
London,
United Kingdom
| USD 110 M | -USD 76.3 M | 2 | 12.86% | Reducidas |
|
| 1793 |
Managed Asset Portfolios
Rochester,
Michigan
| USD 110 M | -USD 1.69 M | 2 | 12.53% | Reducidas |
|
| 1794 |
VHMC
Value Holdings Management Company
Hampton Bays,
New York
| USD 110 M | -USD 40.1 M | 2 | 18.31% | Reducidas |
|
| 1795 |
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 109 M | -USD 502 k | 5 | 15.86% | Reducidas |
|
| 1796 |
PDS Planning
Dublin,
Ohio
| USD 109 M | +USD 2.71 M | 35 | 6.33% | Aumentadas |
|
| 1797 |
RIA
RPG Investment Advisory
Pleasanton,
California
| USD 109 M | -USD 11.5 M | 5 | 11.19% | Reducidas |
|
| 1798 |
New South Capital Management
Memphis,
Tennessee
| USD 109 M | -USD 5.88 M | 1 | 4.77% | Reducidas |
|
| 1799 |
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 109 M | +USD 889 k | 11 | 10.14% | Aumentadas |
|
| 1800 |
Aviance Capital Partners
Naples,
Florida
| USD 109 M | -USD 5.79 M | 21 | 11.29% | Reducidas |
|