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 | |
|---|---|---|---|---|---|---|---|
| 1826 |
Ghisallo Capital Management
Boston,
Massachusetts
| USD 107 M | -USD 78.5 M | 3 | 2.09% | Reducidas |
|
| 1827 |
SSCM
Summit Street Capital Management
New York
| USD 106 M | -USD 92.5 M | 5 | 14.94% | Reducidas |
|
| 1828 |
Junto Capital Management
New York
| USD 106 M | -USD 372 M | 3 | 1.87% | Reducidas |
|
| 1829 |
Timber Creek Capital Management
Boston,
Massachusetts
| USD 106 M | -USD 1.86 M | 9 | 21.7% | Reducidas |
|
| 1830 |
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 106 M | -USD 83.3 M | 47 | 14.7% | Reducidas |
|
| 1831 |
CFSG
Community Financial Services Group
Newport,
Vermont
| USD 106 M | +USD 7.79 M | 24 | 15.44% | Aumentadas |
|
| 1832 |
MONECO Advisors
Fairfield,
Connecticut
| USD 106 M | +USD 25.2 M | 25 | 6.48% | Aumentadas |
|
| 1833 |
Ophir Asset Management
Sydney,
Australia
| USD 106 M | -USD 100 M | 3 | 8.71% | Reducidas |
|
| 1834 |
Barlow Wealth Partners
Louisville,
Kentucky
| USD 106 M | -USD 2.78 M | 11 | 11.42% | Reducidas |
|
| 1835 |
Ninety One
Cape Town,
South Africa
| USD 106 M | +USD 2.53 M | 7 | 5.72% | Aumentadas |
|
| 1836 |
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| USD 106 M | +USD 154 k | 8 | 3.44% | Aumentadas |
|
| 1837 |
NBC Securities
Birmingham,
Alabama
| USD 105 M | -USD 3.59 M | 73 | 7.14% | Reducidas |
|
| 1838 |
CRB
Chad R. Baker
| USD 105 M | +USD 1.09 M | 6 | 17.01% | Aumentadas |
|
| 1839 |
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 105 M | +USD 20.6 M | 74 | 8.92% | Aumentadas |
|
| 1840 |
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 105 M | -USD 3.83 M | 4 | 10.32% | Reducidas |
|
| 1841 |
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| USD 105 M | +USD 346 k | 43 | 10.69% | Aumentadas |
|
| 1842 |
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 105 M | +USD 6.2 M | 38 | 2.42% | Aumentadas |
|
| 1843 |
CSNH
Crow's Nest Holdings
Richmond,
Virginia
| USD 105 M | -USD 2.94 M | 2 | 31.74% | Reducidas |
|
| 1844 |
James Investment Research
Alpha,
Ohio
| USD 105 M | -USD 2.75 M | 17 | 10.66% | Reducidas |
|
| 1845 |
Legacy Private Trust
Neenah,
Wisconsin
| USD 105 M | -USD 3.19 M | 15 | 5.8% | Reducidas |
|
| 1846 |
Advisors Management Group
La Crosse,
Wisconsin
| USD 105 M | -USD 9.9 M | 14 | 17.35% | Reducidas |
|
| 1847 |
Denali Advisors
San Diego,
California
| USD 104 M | +USD 20 M | 12 | 10.5% | Aumentadas |
|
| 1848 |
Eldred Rock Partners
San Antonio,
Texas
| USD 104 M | -USD 1.16 M | 4 | 22.41% | Reducidas |
|
| 1849 |
Benchmark Investment Advisors
Chicago,
Illinois
| USD 104 M | +USD 609 k | 12 | 45.66% | Aumentadas |
|
| 1850 |
G2 Investment Partners Management
New York
| USD 104 M | -USD 32.6 M | 10 | 18.94% | Reducidas |
|