Semiconductores
Las empresas de semiconductores diseñan y fabrican los chips que sustentan todos los demás sectores 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 | |
|---|---|---|---|---|---|---|---|
| 1926 |
Neumeier Poma Investment Counsel
Carmel,
California
| USD 95.6 M | -USD 81.9 M | 2 | 6.55% | Reducidas |
|
| 1927 |
Sivia Capital Partners
Mill Valley,
California
| USD 95.5 M | +USD 11.9 M | 31 | 11.62% | Aumentadas |
|
| 1928 |
Apollo Management Holdings
New York
| USD 95.5 M | -USD 124 M | 2 | 1.07% | Reducidas |
|
| 1929 |
Fagan Associates
Troy,
New York
| USD 95.5 M | +USD 1.28 M | 7 | 11.75% | Aumentadas |
|
| 1930 |
Essex Investment Management
Boston,
Massachusetts
| USD 95.5 M | -USD 10.9 M | 28 | 12.51% | Reducidas |
|
| 1931 |
AFA
Abacus FCF Advisors
Orlando,
Florida
| USD 95.5 M | -USD 4.2 M | 6 | 17.55% | Reducidas |
|
| 1932 |
Catalyst Financial Partners
Boston,
Massachusetts
| USD 95.4 M | +USD 4.37 M | 33 | 9.46% | Aumentadas |
|
| 1933 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
| USD 95.3 M | -USD 1.89 M | 8 | 17.01% | Reducidas |
|
| 1934 |
Pier Capital
Stamford,
Connecticut
| USD 95.3 M | -USD 27.8 M | 14 | 12.62% | Reducidas |
|
| 1935 |
HCR Wealth Advisors
Los Angeles,
California
| USD 95.2 M | -USD 2.48 M | 16 | 8.52% | Reducidas |
|
| 1936 |
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
| USD 95 M | -USD 46.7 M | 9 | 37.61% | Reducidas |
|
| 1937 |
Dynasty Wealth Management
St. Petersburg,
Florida
| USD 94.8 M | -USD 6.89 M | 21 | 0.7% | Reducidas |
|
| 1938 |
BZWA
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 94.8 M | +USD 9.36 M | 11 | 16.55% | Aumentadas |
|
| 1939 |
QFMHK
Q Fund Management (Hong Kong)
Hong Kong,
| USD 94.8 M | +USD 14.5 M | 8 | 86.52% | Aumentadas |
|
| 1940 |
AMCA
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 94.7 M | +USD 1.18 M | 13 | 14.8% | Aumentadas |
|
| 1941 |
Royal Fund Management
Lady Lake,
Florida
| USD 94.7 M | -USD 7.64 M | 19 | 7.89% | Reducidas |
|
| 1942 |
Premier Path Wealth Partners
Madison,
New Jersey
| USD 94.4 M | +USD 4.07 M | 26 | 10.86% | Aumentadas |
|
| 1943 |
J. Safra Asset Management
New York
| USD 94.4 M | -USD 38.3 M | 39 | 4.35% | Reducidas |
|
| 1944 |
CIM
Contravisory Investment Management
Norwell,
Massachusetts
| USD 94.3 M | +USD 9.32 M | 30 | 16.66% | Aumentadas |
|
| 1945 |
Ascent Wealth Partners
New Hartford,
New York
| USD 94.2 M | +USD 1.97 M | 14 | 9.41% | Aumentadas |
|
| 1946 |
Middleton & Co
Boston,
Massachusetts
| USD 94 M | -USD 3.21 M | 9 | 9.98% | Reducidas |
|
| 1947 |
NW
N10 Wealth
Greenwich,
Connecticut
| USD 94 M | +USD 78.6 M | 8 | 33.34% | Nuevas |
|
| 1948 |
QPW
Quantum Private Wealth
Tampa,
Florida
| USD 93.9 M | -USD 3.58 M | 21 | 24.06% | Reducidas |
|
| 1949 |
KCM
KRS Capital Management
Bloomfield,
Michigan
| USD 93.9 M | -USD 589 k | 16 | 43.7% | Reducidas |
|
| 1950 |
KCM
Kingdon Capital Management
New York
| USD 93.8 M | +USD 8.21 M | 5 | 9.61% | Aumentadas |
|