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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
2251
Anomaly Capital Management
Anomaly Capital Management
New York
$7010万 -$8103万 2 2.68% 減少
2252
Rubric Capital Management (New York)
Rubric Capital Management (New York)
New York
$7003万 -$6367万 1 0.64% 減少
2253
Colrain Capital
Colrain Capital
Massachusetts
$6994万 -$1355万 2 23.68% 減少
2254
William John Sempolinski
William John Sempolinski
Massachusetts
$6983万 +$529万 13 28.2% 買い増し
2255
SWS Partners
SWS Partners
Ohio
$6983万 -$464万 8 15.08% 減少
2256
Quarry LP
Quarry LP
New York
$6979万 +$3486万 82 5.8% 買い増し
2257
Cambria Investment Management
Cambria Investment Management
California
$6972万 +$2807万 27 3.45% 買い増し
2258
DRD
Dennis R. Delaney
$6970万 -$520万 6 22.2% 減少
2259
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners
Massachusetts
$6961万 -$22万 17 4.04% 減少
2260
Seldon Capital
Seldon Capital
California
$6961万 +$1286万 15 21.78% 買い増し
2261
OneAscent Financial Services
OneAscent Financial Services
Alabama
$6961万 +$251万 23 3.33% 買い増し
2262
Metropolis Capital
Metropolis Capital
United Kingdom
$6954万 -$3.71億 2 2.02% 減少
2263
Concord Asset Management (Virginia)
Concord Asset Management (Virginia)
Virginia
$6935万 +$494万 15 10.74% 買い増し
2264
Schnieders Capital Management
Schnieders Capital Management
California
$6925万 +$580万 19 9.09% 買い増し
2265
Cape Cod Five Cents Savings Bank
Cape Cod Five Cents Savings Bank
Massachusetts
$6923万 +$6144万 13 5.63% 新規
2266
Birchview Capital
Birchview Capital
Vermont
$6901万 -$435万 2 32.28% 減少
2267
CCP
Cunning Capital Partners
North Carolina
$6900万 $0 4 27.85% 維持
2268
Pine Ridge Advisers
Pine Ridge Advisers
New York
$6897万 +$243万 3 4.16% 買い増し
2269
GSA Capital Partners
GSA Capital Partners
United Kingdom
$6885万 -$2541万 71 4.34% 減少
2270
Beck Bode LLC
Beck Bode LLC
Massachusetts
$6878万 +$308万 6 10.41% 買い増し
2271
Colonial Trust
Colonial Trust
South Carolina
$6872万 -$153万 44 8.7% 減少
2272
Old Second National Bank of Aurora
Old Second National Bank of Aurora
Illinois
$6868万 -$969万 13 12.95% 減少
2273
Iyo Bank
Iyo Bank
Japan
$6863万 +$1235万 7 20.83% 買い増し
2274
Mirabaud & Cie
Mirabaud & Cie
Switzerland
$6852万 -$725万 7 27.5% 減少
2275
CIM
CIM Investment Management
Pennsylvania
$6845万 -$1013万 24 16.41% 減少