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 | |
|---|---|---|---|---|---|---|---|
| 201 |
ING Group
Amsterdam,
Netherlands
| USD 5727 M | +USD 394 M | 37 | 27.98% | Aumentadas |
|
| 202 |
Balyasny Asset Management
Chicago,
Illinois
| USD 5669 M | +USD 247 M | 70 | 7.07% | Aumentadas |
|
| 203 |
CIBC Asset Management
Toronto,
Ontario, Canada
| USD 5650 M | -USD 61 M | 68 | 12.39% | Reducidas |
|
| 204 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 5592 M | +USD 756 M | 31 | 27.18% | Aumentadas |
|
| 205 |
Vontobel Holding
Zurich,
Switzerland
| USD 5542 M | +USD 545 M | 58 | 17.63% | Aumentadas |
|
| 206 |
Westfield Capital Management
Boston,
Massachusetts
| USD 5510 M | +USD 921 M | 34 | 18% | Aumentadas |
|
| 207 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 5486 M | +USD 775 M | 44 | 17.61% | Aumentadas |
|
| 208 |
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| USD 5467 M | -USD 17 M | 70 | 16.24% | Reducidas |
|
| 209 |
SEB Asset Management
Stockholm,
| USD 5431 M | +USD 134 M | 43 | 20.45% | Aumentadas |
|
| 210 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 5387 M | +USD 696 M | 18 | 13.43% | Aumentadas |
|
| 211 |
Osaic Holdings
Scottsdale,
Arizona
| USD 5347 M | +USD 304 M | 139 | 6.28% | Aumentadas |
|
| 212 |
First Manhattan
New York
| USD 5336 M | -USD 265 M | 34 | 13.6% | Reducidas |
|
| 213 |
Holocene Advisors
New York
| USD 5267 M | -USD 885 M | 44 | 11.87% | Reducidas |
|
| 214 |
AGF Management
Toronto,
Ontario, Canada
| USD 5219 M | +USD 356 M | 29 | 20.25% | Aumentadas |
|
| 215 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 5217 M | +USD 53.1 M | 47 | 15.71% | Aumentadas |
|
| 216 |
Temasek Holdings
Singapore
| USD 5069 M | +USD 219 M | 26 | 13.61% | Aumentadas |
|
| 217 |
Nykredit A/S
Nordhavn,
Denmark
| USD 5042 M | +USD 4538 M | 73 | 19.22% | Nuevas |
|
| 218 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 5014 M | +USD 1000 M | 21 | 80.86% | Aumentadas |
|
| 219 |
Nissay Asset Management
Tokyo,
Japan
| USD 5013 M | +USD 379 M | 41 | 21.18% | Aumentadas |
|
| 220 |
Dodge & Cox
San Francisco,
California
| USD 4981 M | +USD 528 M | 14 | 2.61% | Aumentadas |
|
| 221 |
Employees Provident Fund Board
Shah Alam,
Malaysia
| USD 4978 M | +USD 67.6 M | 9 | 28.57% | Aumentadas |
|
| 222 |
Axiom Investors
Greenwich,
Connecticut
| USD 4893 M | +USD 1234 M | 24 | 42.34% | Aumentadas |
|
| 223 |
STRS Ohio
Columbus,
Ohio
| USD 4869 M | -USD 299 M | 81 | 18.25% | Reducidas |
|
| 224 |
Life Cycle Investment Partners
London,
| USD 4855 M | +USD 1325 M | 23 | 22.63% | Aumentadas |
|
| 225 |
USS Investment Management
London,
United Kingdom
| USD 4846 M | +USD 198 M | 55 | 17.41% | Aumentadas |
|