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 | |
|---|---|---|---|---|---|---|---|
| 2001 |
Weitz Investment Management
Omaha,
Nebraska
| USD 88.2 M | -USD 31.2 M | 6 | 6.11% | Reducidas |
|
| 2002 |
CT
Chicago Trust
Grayslake,
Illinois
| USD 88.2 M | +USD 1.39 M | 22 | 12.78% | Aumentadas |
|
| 2003 |
CCAM
Capelight Capital Asset Management
New York
| USD 88.2 M | +USD 3.55 M | 12 | 42.31% | Aumentadas |
|
| 2004 |
Timucuan Asset Management
Jacksonville,
Florida
| USD 88.1 M | -USD 181 M | 1 | 3.24% | Reducidas |
|
| 2005 |
Adams Street Partners
Chicago,
Illinois
| USD 88 M | +USD 93.7 M | 1 | 19.88% | Nuevas |
|
| 2006 |
Polunin Capital Partners
London,
United Kingdom
| USD 88 M | +USD 9.3 M | 4 | 21.59% | Aumentadas |
|
| 2007 |
Advisornet Financial
Minnetonka,
Minnesota
| USD 87.9 M | -USD 145 k | 65 | 4.02% | Reducidas |
|
| 2008 |
Diversified Enterprises
Wilmington,
Delaware
| USD 87.9 M | +USD 1.87 M | 27 | 4.25% | Aumentadas |
|
| 2009 |
SWK
Stephen W. Kidder
| USD 87.8 M | -USD 1.86 M | 9 | 22.2% | Reducidas |
|
| 2010 |
JLB & Associates
Plymouth,
Michigan
| USD 87.7 M | +USD 9.8 M | 5 | 11.72% | Aumentadas |
|
| 2011 |
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 87.7 M | -USD 64.6 M | 26 | 9% | Reducidas |
|
| 2012 |
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 87.6 M | +USD 241 k | 45 | 3.5% | Aumentadas |
|
| 2013 |
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 87.5 M | -USD 5.31 M | 23 | 8.9% | Reducidas |
|
| 2014 |
Rossmore Private Capital
Glastonbury,
Connecticut
| USD 87.5 M | +USD 12.9 M | 20 | 7.07% | Aumentadas |
|
| 2015 |
Atwood & Palmer
Kansas City,
Missouri
| USD 87.5 M | -USD 9.38 M | 23 | 4.67% | Reducidas |
|
| 2016 |
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 87.5 M | -USD 2.52 M | 28 | 22.46% | Reducidas |
|
| 2017 |
IFS
Integrated Financial Solutions
Reston,
Virginia
| USD 87.4 M | -USD 186 k | 8 | 47.23% | Reducidas |
|
| 2018 |
SST
S Squared Technology
New York
| USD 87.3 M | -USD 31.2 M | 6 | 27.09% | Reducidas |
|
| 2019 |
Founders Financial Securities
Towson,
Maryland
| USD 87.2 M | +USD 1.03 M | 20 | 4.47% | Aumentadas |
|
| 2020 |
Intellectus Partners
San Francisco,
California
| USD 87.2 M | -USD 8.95 M | 18 | 15.08% | Reducidas |
|
| 2021 |
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| USD 87.2 M | +USD 1.31 M | 24 | 4.56% | Aumentadas |
|
| 2022 |
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| USD 86.9 M | +USD 18.2 M | 7 | 14.19% | Aumentadas |
|
| 2023 |
FAS Wealth Partners
Leawood,
Kansas
| USD 86.7 M | +USD 3.56 M | 18 | 4.52% | Aumentadas |
|
| 2024 |
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| USD 86.7 M | -USD 1.6 M | 17 | 3.4% | Reducidas |
|
| 2025 |
Professional Advisory Services
Vero Beach,
Florida
| USD 86.6 M | -USD 37.9 M | 8 | 10.37% | Reducidas |
|