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半導体

半導体企業は、他のあらゆるテクノロジー分野を支えるチップを設計・製造しています。この業界は景気循環性が非常に高く、莫大な資本を必要とします。また、他社には担えない工程を少数の企業が握っています。

178銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
1926
Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel
California
$9561万 -$8185万 2 6.55% 減少
1927
Sivia Capital Partners
Sivia Capital Partners
California
$9554万 +$1193万 31 11.62% 買い増し
1928
Apollo Management Holdings
Apollo Management Holdings
New York
$9553万 -$1.24億 2 1.07% 減少
1929
Fagan Associates
Fagan Associates
New York
$9552万 +$128万 7 11.75% 買い増し
1930
Essex Investment Management
Essex Investment Management
Massachusetts
$9551万 -$1091万 28 12.51% 減少
1931
AFA
Abacus FCF Advisors
Florida
$9547万 -$420万 6 17.55% 減少
1932
Catalyst Financial Partners
Catalyst Financial Partners
Massachusetts
$9540万 +$437万 33 9.46% 買い増し
1933
WAS
WESPAC Advisors SoCal
California
$9529万 -$189万 8 17.01% 減少
1934
Pier Capital
Pier Capital
Connecticut
$9526万 -$2776万 14 12.62% 減少
1935
HCR Wealth Advisors
HCR Wealth Advisors
California
$9522万 -$248万 16 8.52% 減少
1936
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$9503万 -$4673万 9 37.61% 減少
1937
Dynasty Wealth Management
Dynasty Wealth Management
Florida
$9485万 -$689万 21 0.7% 減少
1938
BZWA
Blue Zone Wealth Advisors
California
$9478万 +$936万 11 16.55% 買い増し
1939
QFMHK
Q Fund Management (Hong Kong)
$9478万 +$1449万 8 86.52% 買い増し
1940
AMCA
Arthur M. Cohen & Associates
Illinois
$9470万 +$118万 13 14.8% 買い増し
1941
Royal Fund Management
Royal Fund Management
Florida
$9469万 -$764万 19 7.89% 減少
1942
Premier Path Wealth Partners
Premier Path Wealth Partners
New Jersey
$9443万 +$407万 26 10.86% 買い増し
1943
J. Safra Asset Management
J. Safra Asset Management
New York
$9440万 -$3831万 39 4.35% 減少
1944
CIM
Contravisory Investment Management
Massachusetts
$9429万 +$932万 30 16.66% 買い増し
1945
Ascent Wealth Partners
Ascent Wealth Partners
New York
$9415万 +$197万 14 9.41% 買い増し
1946
Middleton & Co
Middleton & Co
Massachusetts
$9400万 -$321万 9 9.98% 減少
1947
NW
N10 Wealth
Connecticut
$9398万 +$7865万 8 33.34% 新規
1948
QPW
Quantum Private Wealth
Florida
$9389万 -$358万 21 24.06% 減少
1949
KCM
KRS Capital Management
Michigan
$9386万 -$58.9万 16 43.7% 減少
1950
KCM
Kingdon Capital Management
New York
$9385万 +$821万 5 9.61% 買い増し