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 | |
|---|---|---|---|---|---|---|---|
| 2376 |
ZEGA Investments
Palm Beach Gardens,
Florida
| USD 62.4 M | +USD 8.18 M | 15 | 6.41% | Aumentadas |
|
| 2377 |
HH
HWG Holdings
Houston,
Texas
| USD 62.4 M | +USD 14.2 M | 5 | 14.11% | Aumentadas |
|
| 2378 |
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 62.3 M | -USD 807 k | 13 | 21.74% | Reducidas |
|
| 2379 |
Little House Capital
Braintree,
Massachusetts
| USD 62.3 M | -USD 233 k | 9 | 14% | Reducidas |
|
| 2380 |
Bosman Wealth Management
Redlands,
California
| USD 62.2 M | +USD 6.09 M | 12 | 38.61% | Aumentadas |
|
| 2381 |
Convergence Financial
Columbia,
Missouri
| USD 62.2 M | +USD 28.9 M | 13 | 4.95% | Aumentadas |
|
| 2382 |
Sepio Capital
Salt Lake City,
Utah
| USD 62.1 M | -USD 11.3 M | 22 | 3.12% | Reducidas |
|
| 2383 |
Glynn Capital Management
Menlo Park,
California
| USD 62.1 M | +USD 15.3 M | 12 | 17.09% | Aumentadas |
|
| 2384 |
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 62.1 M | +USD 424 k | 35 | 4.61% | Aumentadas |
|
| 2385 |
FVCM
F&V Capital Management
Boca Raton,
Florida
| USD 61.8 M | -USD 22 M | 5 | 11.27% | Reducidas |
|
| 2386 |
Parisi Gray Wealth Management
Mendham,
New Jersey
| USD 61.8 M | +USD 279 k | 16 | 12.69% | Aumentadas |
|
| 2387 |
TTP Investments
San Jose,
California
| USD 61.8 M | -USD 919 k | 7 | 25.06% | Reducidas |
|
| 2388 |
MainStreet Investment Advisors
Chicago,
Illinois
| USD 61.7 M | +USD 5.39 M | 12 | 8.4% | Aumentadas |
|
| 2389 |
Lafayette Investments
Ashton,
Maryland
| USD 61.7 M | -USD 6.23 M | 11 | 11.37% | Reducidas |
|
| 2390 |
Prudent Man Advisors
Naperville,
Illinois
| USD 61.6 M | +USD 5.14 M | 11 | 14.01% | Aumentadas |
|
| 2391 |
MKP Capital Management
New York
| USD 61.5 M | +USD 24 M | 4 | 1.66% | Aumentadas |
|
| 2392 |
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| USD 61.5 M | +USD 20.3 M | 33 | 11.56% | Aumentadas |
|
| 2393 |
Marcho Partners
London,
United Kingdom
| USD 61.4 M | +USD 7.74 M | 1 | 34.92% | Aumentadas |
|
| 2394 |
Dara Capital US
Miami,
Florida
| USD 61.4 M | +USD 13.4 M | 9 | 42.33% | Aumentadas |
|
| 2395 |
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 61.3 M | +USD 232 k | 20 | 16.01% | Aumentadas |
|
| 2396 |
AXQ Capital
Jersey City,
New Jersey
| USD 61.2 M | -USD 14.8 M | 39 | 6.66% | Reducidas |
|
| 2397 |
Orion Investment Company
St. Louis,
Missouri
| USD 61.2 M | +USD 1.24 M | 6 | 17.86% | Aumentadas |
|
| 2398 |
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 61.2 M | -USD 1.76 M | 2 | 4.82% | Reducidas |
|
| 2399 |
St Louis Trust
Saint Louis,
Missouri
| USD 61.1 M | -USD 5.84 M | 6 | 6.98% | Reducidas |
|
| 2400 |
Clare Market Investments
Dallas,
Texas
| USD 61.1 M | +USD 8.95 M | 16 | 11.15% | Aumentadas |
|