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 | |
|---|---|---|---|---|---|---|---|
| 1951 |
Quantum Private Wealth
Tampa,
Florida
| USD 93.9 M | -USD 3.58 M | 21 | 24.06% | Reducidas |
|
| 1952 |
KCM
KRS Capital Management
Bloomfield,
Michigan
| USD 93.9 M | -USD 589 k | 16 | 43.7% | Reducidas |
|
| 1953 |
KCM
Kingdon Capital Management
New York
| USD 93.8 M | +USD 8.21 M | 5 | 9.61% | Aumentadas |
|
| 1954 |
Advyzon Investment Management
Lisle,
Illinois
| USD 93.8 M | +USD 3.61 M | 26 | 6.81% | Aumentadas |
|
| 1955 |
Westover Capital Advisors
Wilmington,
Delaware
| USD 93.4 M | +USD 1.03 M | 19 | 15.51% | Aumentadas |
|
| 1956 |
Ravenswood Partners
Mclean,
Virginia
| USD 93.2 M | -USD 10 M | 6 | 29.82% | Reducidas |
|
| 1957 |
TIG Advisors LLC
New York
| USD 93.2 M | +USD 15.6 M | 3 | 4.13% | Aumentadas |
|
| 1958 |
Capital Asset Advisory Services
Williamston,
Michigan
| USD 93.2 M | +USD 626 k | 21 | 3.37% | Aumentadas |
|
| 1959 |
Inscription Capital
Houston,
Texas
| USD 92.9 M | +USD 12.9 M | 40 | 8.24% | Aumentadas |
|
| 1960 |
Stevens Capital Management
Radnor,
Pennsylvania
| USD 92.9 M | -USD 76 M | 27 | 22.29% | Reducidas |
|
| 1961 |
Kesler Norman & Wride
Ogden,
Utah
| USD 92.6 M | +USD 1.13 M | 19 | 14.66% | Aumentadas |
|
| 1962 |
SBI Okasan Asset Management
Tokyo,
Japan
| USD 92.5 M | -USD 6.84 M | 29 | 3.04% | Reducidas |
|
| 1963 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
| USD 92.4 M | -USD 218 M | 13 | 1.52% | Reducidas |
|
| 1964 |
N10 Assets
Greenwich,
Connecticut
| USD 92.2 M | +USD 77.1 M | 8 | 39.86% | Nuevas |
|
| 1965 |
Arosa Capital Management
Miami Beach,
Florida
| USD 92.2 M | +USD 11 M | 9 | 16.43% | Aumentadas |
|
| 1966 |
LAM
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 91.5 M | -USD 6.64 M | 5 | 28.94% | Reducidas |
|
| 1967 |
L2 Asset Management
Wayland,
Massachusetts
| USD 91.4 M | +USD 2.86 M | 31 | 9.47% | Aumentadas |
|
| 1968 |
Headlands Technologies
Chicago,
Illinois
| USD 91.2 M | -USD 39.6 M | 35 | 9.67% | Reducidas |
|
| 1969 |
Harvey Capital Management
Palm Beach,
Florida
| USD 91.1 M | -USD 4.48 M | 10 | 18.73% | Reducidas |
|
| 1970 |
Strategy Asset Managers
Pasadena,
California
| USD 91 M | -USD 7.76 M | 18 | 13.59% | Reducidas |
|
| 1971 |
Torray Investment Partners
Bethesda,
Maryland
| USD 91 M | -USD 16.3 M | 8 | 12.27% | Reducidas |
|
| 1972 |
HIS
Horizon Investment Services
Hammond,
Indiana
| USD 90.9 M | -USD 1.28 M | 10 | 25.29% | Reducidas |
|
| 1973 |
IMA Advisory Services
Denver,
Colorado
| USD 90.9 M | -USD 4.41 M | 47 | 5.68% | Reducidas |
|
| 1974 |
Onex Canada Asset Management
Toronto,
Ontario, Canada
| USD 90.8 M | -USD 1.76 M | 7 | 13.99% | Reducidas |
|
| 1975 |
Telos Capital Management
San Diego,
California
| USD 90.8 M | -USD 11.2 M | 18 | 8% | Reducidas |
|