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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。

181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
2026
Promethos Capital
Promethos Capital
Massachusetts
$8657万 -$846万 5 23.54% 減少
2027
Watchtower Advisors
Watchtower Advisors
Connecticut
$8656万 -$1899万 4 48.19% 減少
2028
Carderock Capital Management
Carderock Capital Management
Maryland
$8634万 -$895万 7 18.94% 減少
2029
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$8616万 +$241万 10 22.12% 買い増し
2030
Miller Capital Partners
Miller Capital Partners
Michigan
$8616万 -$10.2万 23 33.56% 減少
2031
AlTi Global
AlTi Global
New York
$8608万 +$356万 25 1.78% 買い増し
2032
Fortis Capital Advisors
Fortis Capital Advisors
Kansas
$8602万 -$102万 26 9.67% 減少
2033
Robocap Asset Management
Robocap Asset Management
United Kingdom
$8578万 -$212万 13 69.17% 減少
2034
BNC Wealth Management
BNC Wealth Management
Oregon
$8567万 +$389万 13 20.72% 買い増し
2035
Sand Hill Global Advisors
Sand Hill Global Advisors
California
$8565万 +$1191万 14 2.58% 買い増し
2036
ProVise Management Group
ProVise Management Group
Florida
$8516万 -$49.4万 16 5.71% 減少
2037
Ariel Investments
Ariel Investments
Illinois
$8515万 -$9096万 2 0.85% 減少
2038
Rezny Wealth Management
Rezny Wealth Management
Florida
$8511万 +$210万 7 14.71% 買い増し
2039
Tufton Capital Management
Tufton Capital Management
Maryland
$8502万 -$654万 11 14.27% 減少
2040
Triasima Portfolio Management
Triasima Portfolio Management
Quebec, Canada
$8502万 -$156万 12 11.48% 減少
2041
WHGC
Wealth High Governance Capital
Brazil
$8501万 +$3777万 8 25.43% 買い増し
2042
Portside Wealth Group
Portside Wealth Group
Utah
$8500万 +$448万 37 9.9% 買い増し
2043
Long Walk Management
Long Walk Management
Connecticut
$8496万 +$7531万 2 19.27% 新規
2044
Persistent Asset Partners
Persistent Asset Partners
Hong Kong
$8496万 -$9669万 41 25.35% 減少
2045
CIBC Capital Markets (Europe)
CIBC Capital Markets (Europe)
Luxembourg
$8488万 +$7126万 2 11.4% 新規
2046
DCM
Dilation Capital Management
New York
$8485万 -$1924万 8 34.24% 減少
2047
First Business Financial Services
First Business Financial Services
Wisconsin
$8481万 +$141万 16 6.58% 買い増し
2048
SPX Gestao de Recursos
SPX Gestao de Recursos
Brazil
$8479万 -$361万 14 9.44% 減少
2049
State of Wyoming
State of Wyoming
Wyoming
$8474万 +$228万 81 8.57% 買い増し
2050
Virtue Capital Management
Virtue Capital Management
Tennessee
$8468万 +$956万 27 11.31% 買い増し