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 | |
|---|---|---|---|---|---|---|---|
| 1851 |
11 Capital Partners
Darien,
Connecticut
| USD 104 M | +USD 22.4 M | 4 | 28.24% | Aumentadas |
|
| 1852 |
De Burlo Group
Boston,
Massachusetts
| USD 104 M | -USD 10.8 M | 10 | 18.94% | Reducidas |
|
| 1853 |
IronBridge Private Wealth
Austin,
Texas
| USD 103 M | -USD 8.54 M | 4 | 33.96% | Reducidas |
|
| 1854 |
Dendur Capital
New York
| USD 103 M | +USD 16.2 M | 4 | 5.43% | Aumentadas |
|
| 1855 |
American Assets Investment Management
San Diego,
California
| USD 103 M | USD 0 | 5 | 6.25% | Mantenido |
|
| 1856 |
Silver Oak Securities
Jackson,
Tennessee
| USD 103 M | +USD 7.08 M | 31 | 6.26% | Aumentadas |
|
| 1857 |
BTG Pactual Asset Management US
New York
| USD 103 M | +USD 34.9 M | 26 | 6.4% | Aumentadas |
|
| 1858 |
Resonant Capital Advisors
Madison,
Wisconsin
| USD 103 M | +USD 8.38 M | 39 | 4.92% | Aumentadas |
|
| 1859 |
Archford Capital Strategies
Swansea,
Illinois
| USD 103 M | -USD 191 k | 18 | 10.43% | Reducidas |
|
| 1860 |
CNBTD
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 103 M | -USD 2.15 M | 19 | 15.15% | Reducidas |
|
| 1861 |
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| USD 103 M | -USD 5.34 M | 37 | 3.38% | Reducidas |
|
| 1862 |
Laffer Tengler Investments
Nashville,
Tennessee
| USD 103 M | -USD 120 k | 13 | 13.15% | Reducidas |
|
| 1863 |
PCM Encore
Aspen,
Colorado
| USD 103 M | +USD 3.24 M | 37 | 18.05% | Aumentadas |
|
| 1864 |
Vancity Investment Management
Vancouver,
British Columbia, Canada
| USD 103 M | +USD 29.1 M | 11 | 15.4% | Aumentadas |
|
| 1865 |
Icon Wealth Advisors
Houston,
Texas
| USD 102 M | +USD 12.6 M | 29 | 6.16% | Aumentadas |
|
| 1866 |
Arete Wealth Advisors
Chicago,
Illinois
| USD 102 M | +USD 20.5 M | 11 | 6.76% | Aumentadas |
|
| 1867 |
Glass Wealth Management
San Antonio,
Texas
| USD 102 M | +USD 827 k | 9 | 34.19% | Aumentadas |
|
| 1868 |
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 102 M | +USD 62.2 M | 6 | 3.47% | Aumentadas |
|
| 1869 |
SIA
Schear Investment Advisers
Cincinnati,
Ohio
| USD 102 M | -USD 5.29 M | 12 | 34.08% | Reducidas |
|
| 1870 |
Purus Wealth Management
Newport Beach,
California
| USD 102 M | -USD 21.4 k | 15 | 28.01% | Reducidas |
|
| 1871 |
Polymer Capital Management
New York
| USD 102 M | -USD 90.1 M | 41 | 13.46% | Reducidas |
|
| 1872 |
Elliott Investment Management
West Palm Beach,
Florida
| USD 101 M | +USD 107 M | 1 | 0.45% | Nuevas |
|
| 1873 |
Sound Capital Solutions
Naples,
Florida
| USD 101 M | +USD 84 M | 16 | 23.72% | Nuevas |
|
| 1874 |
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| USD 101 M | -USD 3.27 M | 5 | 22.58% | Reducidas |
|
| 1875 |
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 101 M | -USD 2.26 M | 48 | 11.26% | Reducidas |
|