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 | |
|---|---|---|---|---|---|---|---|
| 2251 |
Anomaly Capital Management
New York
| USD 70.1 M | -USD 81 M | 2 | 2.68% | Reducidas |
|
| 2252 |
Rubric Capital Management (New York)
New York
| USD 70 M | -USD 63.7 M | 1 | 0.64% | Reducidas |
|
| 2253 |
Colrain Capital
Boston,
Massachusetts
| USD 69.9 M | -USD 13.6 M | 2 | 23.68% | Reducidas |
|
| 2254 |
William John Sempolinski
Easton,
Massachusetts
| USD 69.8 M | +USD 5.29 M | 13 | 28.2% | Aumentadas |
|
| 2255 |
SWS Partners
Columbus,
Ohio
| USD 69.8 M | -USD 4.64 M | 8 | 15.08% | Reducidas |
|
| 2256 |
Quarry LP
New York
| USD 69.8 M | +USD 34.9 M | 82 | 5.8% | Aumentadas |
|
| 2257 |
Cambria Investment Management
Manhattan Beach,
California
| USD 69.7 M | +USD 28.1 M | 27 | 3.45% | Aumentadas |
|
| 2258 |
DRD
Dennis R. Delaney
| USD 69.7 M | -USD 5.2 M | 6 | 22.2% | Reducidas |
|
| 2259 |
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| USD 69.6 M | -USD 220 k | 17 | 4.04% | Reducidas |
|
| 2260 |
Seldon Capital
San Francisco,
California
| USD 69.6 M | +USD 12.9 M | 15 | 21.78% | Aumentadas |
|
| 2261 |
OneAscent Financial Services
Birmingham,
Alabama
| USD 69.6 M | +USD 2.51 M | 23 | 3.33% | Aumentadas |
|
| 2262 |
Metropolis Capital
Amersham,
United Kingdom
| USD 69.5 M | -USD 371 M | 2 | 2.02% | Reducidas |
|
| 2263 |
Concord Asset Management (Virginia)
Abingdon,
Virginia
| USD 69.3 M | +USD 4.94 M | 15 | 10.74% | Aumentadas |
|
| 2264 |
Schnieders Capital Management
Pasadena,
California
| USD 69.3 M | +USD 5.8 M | 19 | 9.09% | Aumentadas |
|
| 2265 |
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| USD 69.2 M | +USD 61.4 M | 13 | 5.63% | Nuevas |
|
| 2266 |
Birchview Capital
Burlington,
Vermont
| USD 69 M | -USD 4.35 M | 2 | 32.28% | Reducidas |
|
| 2267 |
CCP
Cunning Capital Partners
Morrisville,
North Carolina
| USD 69 M | USD 0 | 4 | 27.85% | Mantenido |
|
| 2268 |
Pine Ridge Advisers
New York
| USD 69 M | +USD 2.43 M | 3 | 4.16% | Aumentadas |
|
| 2269 |
GSA Capital Partners
London,
United Kingdom
| USD 68.8 M | -USD 25.4 M | 71 | 4.34% | Reducidas |
|
| 2270 |
Beck Bode LLC
Dedham,
Massachusetts
| USD 68.8 M | +USD 3.08 M | 6 | 10.41% | Aumentadas |
|
| 2271 |
Colonial Trust
Spartanburg,
South Carolina
| USD 68.7 M | -USD 1.53 M | 44 | 8.7% | Reducidas |
|
| 2272 |
Old Second National Bank of Aurora
Aurora,
Illinois
| USD 68.7 M | -USD 9.7 M | 13 | 12.95% | Reducidas |
|
| 2273 |
Iyo Bank
Matsuyama,
Japan
| USD 68.6 M | +USD 12.3 M | 7 | 20.83% | Aumentadas |
|
| 2274 |
Mirabaud & Cie
Geneva,
Switzerland
| USD 68.5 M | -USD 7.25 M | 7 | 27.5% | Reducidas |
|
| 2275 |
CIM
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 68.4 M | -USD 10.1 M | 24 | 16.41% | Reducidas |
|