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 | |
|---|---|---|---|---|---|---|---|
| 2326 |
Steadview Capital Management
London,
United Kingdom
| USD 65.4 M | +USD 37.5 M | 3 | 19.66% | Aumentadas |
|
| 2327 |
Blume Capital Management
Berkeley,
California
| USD 65.4 M | -USD 14.9 M | 16 | 9.56% | Reducidas |
|
| 2328 |
Chase Investment Counsel
Charlottesville,
Virginia
| USD 65.3 M | -USD 1.33 M | 11 | 13.79% | Reducidas |
|
| 2329 |
PT
Plimoth Trust
Plymouth,
Massachusetts
| USD 65.3 M | -USD 2.07 M | 11 | 13.04% | Reducidas |
|
| 2330 |
Maestria Partners
Atlanta,
Georgia
| USD 65.2 M | +USD 4.54 M | 3 | 22.67% | Aumentadas |
|
| 2331 |
Condor Capital Management
Martinsville,
New Jersey
| USD 65.1 M | +USD 1.75 M | 5 | 4.88% | Aumentadas |
|
| 2332 |
Inspire Advisors
Meridian,
Idaho
| USD 65.1 M | +USD 12.6 M | 36 | 4.53% | Aumentadas |
|
| 2333 |
NovaPoint Capital
Atlanta,
Georgia
| USD 65 M | +USD 2.04 M | 11 | 13.52% | Aumentadas |
|
| 2334 |
Winch Advisory Services
Appleton,
Wisconsin
| USD 65 M | -USD 1.32 M | 29 | 13.5% | Reducidas |
|
| 2335 |
Greenhouse Funds
Baltimore,
Maryland
| USD 65 M | -USD 58.6 M | 1 | 3.32% | Reducidas |
|
| 2336 |
Clearfield Capital Management
New York
| USD 64.9 M | +USD 41.3 M | 1 | 45.51% | Aumentadas |
|
| 2337 |
ASM
AI-Squared Management
Hong Kong
| USD 64.9 M | -USD 77 M | 8 | 34.59% | Reducidas |
|
| 2338 |
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 64.8 M | +USD 11.8 M | 12 | 13% | Aumentadas |
|
| 2339 |
Miller Investment Management
West Conshohocken,
Pennsylvania
| USD 64.8 M | +USD 955 k | 4 | 5.92% | Aumentadas |
|
| 2340 |
Parthenon LLC
Louisville,
Kentucky
| USD 64.7 M | -USD 362 k | 8 | 6.73% | Reducidas |
|
| 2341 |
Retail Employees Superannuation Trust
Sydney,
| USD 64.7 M | -USD 99.1 M | 3 | 17.35% | Reducidas |
|
| 2342 |
Beacon Financial Group
Dallas,
Texas
| USD 64.7 M | +USD 1.94 M | 20 | 5.88% | Aumentadas |
|
| 2343 |
RDA Financial Network
Akron,
Iowa
| USD 64.6 M | +USD 2.3 M | 16 | 14.07% | Aumentadas |
|
| 2344 |
Wright Investors Service
Shelton,
Connecticut
| USD 64.6 M | +USD 5.01 M | 9 | 17.65% | Aumentadas |
|
| 2345 |
Charles-Lim Capital
Central,
Hong Kong
| USD 64.5 M | -USD 16.2 M | 1 | 20.19% | Reducidas |
|
| 2346 |
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 64.4 M | -USD 25.4 M | 2 | 3.86% | Reducidas |
|
| 2347 |
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 64.3 M | +USD 10.7 M | 25 | 6.34% | Aumentadas |
|
| 2348 |
IMC
Inherent Management Corp
New York
| USD 64.3 M | +USD 68.5 M | 1 | 23.9% | Nuevas |
|
| 2349 |
Jessup Wealth Management
Dayton,
Ohio
| USD 64.2 M | -USD 9.48 M | 6 | 19.16% | Reducidas |
|
| 2350 |
Laurion Capital Management
New York
| USD 64.1 M | -USD 37.8 M | 28 | 1.65% | Reducidas |
|