← すべてのテーマ

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
2326
Steadview Capital Management
Steadview Capital Management
United Kingdom
$6537万 +$3752万 3 19.66% 買い増し
2327
Blume Capital Management
Blume Capital Management
California
$6535万 -$1487万 16 9.56% 減少
2328
Chase Investment Counsel
Chase Investment Counsel
Virginia
$6535万 -$133万 11 13.79% 減少
2329
PT
Plimoth Trust
Massachusetts
$6529万 -$207万 11 13.04% 減少
2330
Maestria Partners
Maestria Partners
Georgia
$6520万 +$454万 3 22.67% 買い増し
2331
Condor Capital Management
Condor Capital Management
New Jersey
$6510万 +$175万 5 4.88% 買い増し
2332
Inspire Advisors
Inspire Advisors
Idaho
$6508万 +$1256万 36 4.53% 買い増し
2333
NovaPoint Capital
NovaPoint Capital
Georgia
$6502万 +$204万 11 13.52% 買い増し
2334
Winch Advisory Services
Winch Advisory Services
Wisconsin
$6500万 -$132万 29 13.5% 減少
2335
Greenhouse Funds
Greenhouse Funds
Maryland
$6500万 -$5857万 1 3.32% 減少
2336
Clearfield Capital Management
Clearfield Capital Management
New York
$6489万 +$4125万 1 45.51% 買い増し
2337
ASM
AI-Squared Management
Hong Kong
$6485万 -$7699万 8 34.59% 減少
2338
Mezzasalma Advisors
Mezzasalma Advisors
New Jersey
$6479万 +$1178万 12 13% 買い増し
2339
Miller Investment Management
Miller Investment Management
Pennsylvania
$6478万 +$95.5万 4 5.92% 買い増し
2340
Parthenon LLC
Parthenon LLC
Kentucky
$6475万 -$36.2万 8 6.73% 減少
2341
Retail Employees Superannuation Trust
Retail Employees Superannuation Trust
$6474万 -$9911万 3 17.35% 減少
2342
Beacon Financial Group
Beacon Financial Group
Texas
$6470万 +$194万 20 5.88% 買い増し
2343
RDA Financial Network
RDA Financial Network
Iowa
$6456万 +$230万 16 14.07% 買い増し
2344
Wright Investors Service
Wright Investors Service
Connecticut
$6456万 +$501万 9 17.65% 買い増し
2345
Charles-Lim Capital
Charles-Lim Capital
Hong Kong
$6447万 -$1623万 1 20.19% 減少
2346
Global Alpha Capital Management
Global Alpha Capital Management
Quebec, Canada
$6436万 -$2539万 2 3.86% 減少
2347
Redhawk Wealth Advisors
Redhawk Wealth Advisors
Minnesota
$6435万 +$1072万 25 6.34% 買い増し
2348
IMC
Inherent Management Corp
New York
$6427万 +$6845万 1 23.9% 新規
2349
Jessup Wealth Management
Jessup Wealth Management
Ohio
$6424万 -$948万 6 19.16% 減少
2350
Laurion Capital Management
Laurion Capital Management
New York
$6414万 -$3776万 28 1.65% 減少