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 | |
|---|---|---|---|---|---|---|---|
| 1976 |
Telos Capital Management
San Diego,
California
| USD 90.8 M | -USD 11.2 M | 18 | 8% | Reducidas |
|
| 1977 |
JC
Joho Capital
New York
| USD 90.8 M | USD 0 | 1 | 19.72% | Mantenido |
|
| 1978 |
GKV Capital Management
Walnut Creek,
California
| USD 90.8 M | +USD 3.07 M | 11 | 29.29% | Aumentadas |
|
| 1979 |
Continuum Advisory
Eagle,
Idaho
| USD 90.6 M | +USD 5.19 M | 59 | 7.33% | Aumentadas |
|
| 1980 |
Burns Matteson Capital Management
Corning,
New York
| USD 90.5 M | +USD 774 k | 11 | 28.32% | Aumentadas |
|
| 1981 |
MJP
Michael J. Puzo
| USD 90.5 M | -USD 3.25 M | 8 | 23.32% | Reducidas |
|
| 1982 |
FIM
FWL Investment Management
Dallas,
Texas
| USD 90.5 M | +USD 9.3 M | 31 | 16.61% | Aumentadas |
|
| 1983 |
Port Capital
Chicago,
Illinois
| USD 90.4 M | +USD 162 k | 6 | 3.69% | Aumentadas |
|
| 1984 |
Asset One Wealth Management
Bellevue,
Washington
| USD 90 M | -USD 91.2 k | 21 | 9.49% | Reducidas |
|
| 1985 |
Clear Harbor Asset Management
Stamford,
Connecticut
| USD 89.9 M | -USD 11.1 M | 18 | 5.54% | Reducidas |
|
| 1986 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 89.8 M | -USD 17.2 M | 7 | 8.03% | Reducidas |
|
| 1987 |
Teewinot Capital Advisers
New York
| USD 89.8 M | -USD 7.11 M | 1 | 6.5% | Reducidas |
|
| 1988 |
Wallington Asset Management
Indianapolis,
Indiana
| USD 89.7 M | -USD 15.6 M | 4 | 11.03% | Reducidas |
|
| 1989 |
Keebeck Wealth Management
Chicago,
Illinois
| USD 89.6 M | +USD 7.47 M | 29 | 8.76% | Aumentadas |
|
| 1990 |
Family Management
New York
| USD 89.5 M | +USD 11.7 M | 20 | 9.18% | Aumentadas |
|
| 1991 |
Nicholas Hoffman & Company
Atlanta,
Georgia
| USD 89.4 M | +USD 1.33 M | 16 | 1.89% | Aumentadas |
|
| 1992 |
Northside Capital Management
Hood River,
Oregon
| USD 89.3 M | +USD 1.81 M | 12 | 7.31% | Aumentadas |
|
| 1993 |
Taylor Hoffman Capital Management
Richmond,
Virginia
| USD 89 M | -USD 468 k | 9 | 21.63% | Reducidas |
|
| 1994 |
AA
Alta Advisers
London,
United Kingdom
| USD 89 M | +USD 37.7 M | 27 | 20.18% | Aumentadas |
|
| 1995 |
Root Financial Partners
Encinitas,
California
| USD 88.6 M | +USD 607 k | 25 | 3.44% | Aumentadas |
|
| 1996 |
City of London Investment Management
London,
United Kingdom
| USD 88.6 M | +USD 17.5 M | 1 | 5.33% | Aumentadas |
|
| 1997 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 88.6 M | +USD 10.4 M | 13 | 9.27% | Aumentadas |
|
| 1998 |
Rench Wealth Management
Denton,
Texas
| USD 88.5 M | -USD 9.8 M | 8 | 23.76% | Reducidas |
|
| 1999 |
Kestra Investment Management
Austin,
Texas
| USD 88.4 M | -USD 9.45 M | 25 | 1.71% | Reducidas |
|
| 2000 |
Foster & Motley
Cincinnati,
Ohio
| USD 88.3 M | -USD 1.02 M | 17 | 4.07% | Reducidas |
|