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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
176
Vanguard Investments Australia
Vanguard Investments Australia
Australia
$68.9億 +$3305万 86 17.15% 買い増し
177
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$68.8億 -$1.55億 50 17.73% 減少
178
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$67.5億 -$3717万 80 11.31% 減少
179
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$67.4億 +$3.11億 40 19.25% 買い増し
180
Renaissance Technologies
Renaissance Technologies
New York
$66.5億 -$12.6億 79 9.16% 減少
181
US Bancorp
US Bancorp
Minnesota
$66.3億 -$1976万 109 7.24% 減少
182
Fred Alger Management
Fred Alger Management
New York
$64.9億 +$4.17億 31 21.62% 買い増し
183
DnB Asset Management
DnB Asset Management
Norway
$64.6億 +$5.11億 71 18.09% 買い増し
184
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$64.5億 +$11億 68 12.23% 買い増し
185
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$64.1億 +$6380万 73 22.13% 買い増し
186
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$63.8億 +$1.93億 107 5.81% 買い増し
187
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$63.3億 -$2.3億 14 24.71% 減少
188
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt
Sweden
$63.3億 -$4.23億 14 26.62% 減少
189
Asset Management One
Asset Management One
Japan
$62.8億 +$1700万 47 16.11% 買い増し
190
HighTower Advisors
HighTower Advisors
Illinois
$62.8億 -$2.85億 94 6.03% 減少
191
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$62.1億 -$4.94億 15 49.86% 減少
192
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$60.9億 +$2.88億 18 14.33% 買い増し
193
Panagora Asset Management
Panagora Asset Management
Massachusetts
$60.1億 +$6.06億 49 18.44% 買い増し
194
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$59.8億 +$1.57億 60 15.47% 買い増し
195
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$59.6億 +$2.67億 80 19.22% 買い増し
196
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$59.5億 -$2.88億 82 17.49% 減少
197
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$59.3億 +$26.3億 10 60.35% 買い増し
198
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$58.9億 +$15.2億 27 25.64% 買い増し
199
Artisan Partners
Artisan Partners
Wisconsin
$57.7億 -$28.3億 30 9.14% 減少
200
Los Angeles Capital Management
Los Angeles Capital Management
California
$57.6億 -$3.28億 84 21.18% 減少