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 | |
|---|---|---|---|---|---|---|---|
| 1901 |
Chilton Investment Company
Stamford,
Connecticut
| USD 98.7 M | -USD 6.2 M | 23 | 2.37% | Reducidas |
|
| 1902 |
Fiduciary Alliance
Greenville,
South Carolina
| USD 98.7 M | -USD 41.2 M | 24 | 6.67% | Reducidas |
|
| 1903 |
Credit Capital Investments
Livingston,
New Jersey
| USD 98.6 M | -USD 2.04 M | 6 | 56.49% | Reducidas |
|
| 1904 |
CVFG LLC
Shelbyville,
Indiana
| USD 98.6 M | +USD 9.9 M | 17 | 10.36% | Aumentadas |
|
| 1905 |
PWM
Pathway Wealth Management
Dallas,
Texas
| USD 98.5 M | -USD 3.87 M | 9 | 68.66% | Reducidas |
|
| 1906 |
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 98.4 M | +USD 859 k | 20 | 8.49% | Aumentadas |
|
| 1907 |
WAM
Werlinich Asset Management
Stamford,
Connecticut
| USD 98.3 M | -USD 348 k | 5 | 37.57% | Reducidas |
|
| 1908 |
Hancock Prospecting
West Perth,
Australia
| USD 98.3 M | USD 0 | 2 | 1.72% | Mantenido |
|
| 1909 |
Transcend Capital Advisors
Madison,
New Jersey
| USD 98.2 M | -USD 4.27 M | 34 | 6.63% | Reducidas |
|
| 1910 |
Csenge Advisory Group
Clearwater,
Florida
| USD 98 M | +USD 1.47 M | 31 | 3.97% | Aumentadas |
|
| 1911 |
KIM
Kane Investment Management
Los Gatos,
California
| USD 97.8 M | +USD 1.49 M | 11 | 41.7% | Aumentadas |
|
| 1912 |
Rice Partnership
Honolulu,
Hawaii
| USD 97.8 M | -USD 10.9 M | 12 | 11.87% | Reducidas |
|
| 1913 |
Brookwood Investment Group
Phoenix,
Arizona
| USD 97.7 M | -USD 6.95 M | 23 | 11% | Reducidas |
|
| 1914 |
ValueWorks
New York
| USD 97.6 M | -USD 5.79 M | 4 | 20.36% | Reducidas |
|
| 1915 |
TritonPoint Partners
Chevy Chase,
Maryland
| USD 97.4 M | +USD 61.3 M | 20 | 8.08% | Aumentadas |
|
| 1916 |
Sky Investment Group
Hartford,
Connecticut
| USD 97.3 M | +USD 3 M | 10 | 15.27% | Aumentadas |
|
| 1917 |
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 97.3 M | -USD 5.71 M | 15 | 6.46% | Reducidas |
|
| 1918 |
HP
Hound Partners
New York
| USD 97.2 M | -USD 1.72 M | 1 | 11.27% | Reducidas |
|
| 1919 |
Kelly Lawrence W & Associates
Pasadens,
California
| USD 97.1 M | -USD 13.9 M | 8 | 20.75% | Reducidas |
|
| 1920 |
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 97 M | +USD 104 k | 21 | 17.67% | Aumentadas |
|
| 1921 |
Weatherly Asset Management
Del Mar,
California
| USD 97 M | -USD 3.3 M | 14 | 6.9% | Reducidas |
|
| 1922 |
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| USD 96.9 M | -USD 73.4 M | 30 | 5.15% | Reducidas |
|
| 1923 |
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 96.6 M | +USD 14 M | 13 | 14.65% | Aumentadas |
|
| 1924 |
Baker Ellis Asset Management
Vancouver,
Washington
| USD 96.4 M | +USD 6.34 M | 14 | 10% | Aumentadas |
|
| 1925 |
Concord Wealth Partners
Abingdon,
Virginia
| USD 96.1 M | +USD 7.08 M | 41 | 11.01% | Aumentadas |
|