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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| USD 53.7 mil M | +USD 998 M | 87 | 3.33% | Aumentadas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 32.1 mil M | -USD 535 M | 82 | 3.45% | Reducidas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 22.3 mil M | +USD 980 M | 62 | 3.04% | Aumentadas |
|
| 4 |
BlackRock Institutional Trust
San Francisco,
California
| USD 20.2 mil M | +USD 2.11 M | 83 | 3.28% | Aumentadas |
|
| 5 |
JP Morgan Chase
New York
| USD 14.3 mil M | -USD 518 M | 84 | 3.56% | Reducidas |
|
| 6 |
Capital World Investors
Los Angeles,
California
| USD 14.2 mil M | +USD 627 M | 12 | 3.83% | Aumentadas |
|
| 7 |
BlackRock Fund Advisors
San Francisco,
California
| USD 13.5 mil M | +USD 388 M | 86 | 2.99% | Aumentadas |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| USD 12.8 mil M | +USD 1121 M | 14 | 4.39% | Aumentadas |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 11.5 mil M | +USD 203 M | 64 | 2.43% | Aumentadas |
|
| 10 |
Primecap Management
Pasadena,
California
| USD 11.4 mil M | -USD 91.7 M | 19 | 12.09% | Reducidas |
|
| 11 |
Bank of New York Mellon
New York
| USD 11.2 mil M | +USD 134 M | 85 | 3.41% | Aumentadas |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| USD 11 mil M | -USD 257 M | 99 | 2.56% | Reducidas |
|
| 13 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 10.5 mil M | -USD 43.6 M | 16 | 5.29% | Reducidas |
|
| 14 |
Northern Trust
Chicago,
Illinois
| USD 10.2 mil M | +USD 143 M | 89 | 3.31% | Aumentadas |
|
| 15 |
Wellington Management Group
Boston,
Massachusetts
| USD 9929 M | +USD 57.7 M | 54 | 2.57% | Aumentadas |
|
| 16 |
Invesco
Atlanta,
Georgia
| USD 9516 M | -USD 114 M | 76 | 3.5% | Reducidas |
|
| 17 |
Wells Fargo
San Francisco,
California
| USD 7614 M | -USD 152 M | 94 | 2.95% | Reducidas |
|
| 18 |
Norges Bank
Oslo,
Norway
| USD 7073 M | +USD 31.1 M | 62 | 3.36% | Aumentadas |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| USD 7003 M | +USD 185 M | 75 | 4.1% | Aumentadas |
|
| 20 |
BlackRock Group
London,
United Kingdom
| USD 6623 M | +USD 131 M | 69 | 3.44% | Aumentadas |
|
| 21 |
Geode Capital Management
Boston,
Massachusetts
| USD 6529 M | +USD 45.7 M | 93 | 3.55% | Aumentadas |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| USD 5937 M | +USD 530 M | 87 | 3.42% | Aumentadas |
|
| 23 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| USD 5799 M | USD 0 | 8 | 8.74% | Mantenido |
|
| 24 |
Franklin Resources
San Mateo,
California
| USD 5613 M | -USD 23.7 M | 33 | 3.02% | Reducidas |
|
| 25 |
Goldman Sachs
New York
| USD 5180 M | -USD 820 M | 86 | 1.69% | Reducidas |
|