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 | |
|---|---|---|---|---|---|---|---|
| 2026 |
Promethos Capital
Boston,
Massachusetts
| USD 86.6 M | -USD 8.46 M | 5 | 23.54% | Reducidas |
|
| 2027 |
Watchtower Advisors
Old Greenwich,
Connecticut
| USD 86.6 M | -USD 19 M | 4 | 48.19% | Reducidas |
|
| 2028 |
Carderock Capital Management
Chevy Chase,
Maryland
| USD 86.3 M | -USD 8.95 M | 7 | 18.94% | Reducidas |
|
| 2029 |
LWMM
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 86.2 M | +USD 2.41 M | 10 | 22.12% | Aumentadas |
|
| 2030 |
Miller Capital Partners
Troy,
Michigan
| USD 86.2 M | -USD 102 k | 23 | 33.56% | Reducidas |
|
| 2031 |
AlTi Global
New York
| USD 86.1 M | +USD 3.56 M | 25 | 1.78% | Aumentadas |
|
| 2032 |
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 86 M | -USD 1.02 M | 26 | 9.67% | Reducidas |
|
| 2033 |
Robocap Asset Management
London,
United Kingdom
| USD 85.8 M | -USD 2.12 M | 13 | 69.17% | Reducidas |
|
| 2034 |
BNC Wealth Management
Beaverton,
Oregon
| USD 85.7 M | +USD 3.89 M | 13 | 20.72% | Aumentadas |
|
| 2035 |
Sand Hill Global Advisors
Palo Alto,
California
| USD 85.7 M | +USD 11.9 M | 14 | 2.58% | Aumentadas |
|
| 2036 |
ProVise Management Group
Clearwater,
Florida
| USD 85.2 M | -USD 494 k | 16 | 5.71% | Reducidas |
|
| 2037 |
Ariel Investments
Chicago,
Illinois
| USD 85.2 M | -USD 91 M | 2 | 0.85% | Reducidas |
|
| 2038 |
Rezny Wealth Management
Fort Myers,
Florida
| USD 85.1 M | +USD 2.1 M | 7 | 14.71% | Aumentadas |
|
| 2039 |
Tufton Capital Management
Hunt Valley,
Maryland
| USD 85 M | -USD 6.54 M | 11 | 14.27% | Reducidas |
|
| 2040 |
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 85 M | -USD 1.56 M | 12 | 11.48% | Reducidas |
|
| 2041 |
WHGC
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 85 M | +USD 37.8 M | 8 | 25.43% | Aumentadas |
|
| 2042 |
Portside Wealth Group
Provo,
Utah
| USD 85 M | +USD 4.48 M | 37 | 9.9% | Aumentadas |
|
| 2043 |
Long Walk Management
Greenwich,
Connecticut
| USD 85 M | +USD 75.3 M | 2 | 19.27% | Nuevas |
|
| 2044 |
Persistent Asset Partners
Hong Kong
| USD 85 M | -USD 96.7 M | 41 | 25.35% | Reducidas |
|
| 2045 |
CIBC Capital Markets (Europe)
Luxembourg
| USD 84.9 M | +USD 71.3 M | 2 | 11.4% | Nuevas |
|
| 2046 |
DCM
Dilation Capital Management
New York
| USD 84.9 M | -USD 19.2 M | 8 | 34.24% | Reducidas |
|
| 2047 |
First Business Financial Services
Madison,
Wisconsin
| USD 84.8 M | +USD 1.41 M | 16 | 6.58% | Aumentadas |
|
| 2048 |
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 84.8 M | -USD 3.61 M | 14 | 9.44% | Reducidas |
|
| 2049 |
State of Wyoming
Cheyenne,
Wyoming
| USD 84.7 M | +USD 2.28 M | 81 | 8.57% | Aumentadas |
|
| 2050 |
Virtue Capital Management
Brentwood,
Tennessee
| USD 84.7 M | +USD 9.6 M | 27 | 11.31% | Aumentadas |
|