← 모든 테마

반도체

반도체 기업은 다른 모든 기술 테마의 기반이 되는 칩을 설계하고 제조해요. 이 산업은 경기 순환성이 매우 크고 자본 집약적이며, 소수의 기업이 다른 누구도 수행할 수 없는 공정 단계를 장악하고 있어요.

178개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
951
Dundas Partners
Dundas Partners
United Kingdom
US$3.85억 -US$1151만 3 27.88% 축소
952
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
US$3.84억 -US$1439만 1 5.54% 축소
953
Rheos Capital Works
Rheos Capital Works
Japan
US$3.82억 -US$9020만 13 21.77% 축소
954
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
US$3.81억 +US$1895만 16 13.34% 증가
955
Sycomore Asset Management
Sycomore Asset Management
France
US$3.8억 US$0 11 40.83% 유지됨
956
Cerity Partners OCIO
Cerity Partners OCIO
New York
US$3.79억 +US$3.15억 1 19.16% 신규
957
Styrax Capital
Styrax Capital
New York
US$3.78억 -US$7358만 6 24.93% 축소
958
Norris Perne & French
Norris Perne & French
Michigan
US$3.76억 -US$4528만 14 16.06% 축소
959
Granahan Investment Management
Granahan Investment Management
Massachusetts
US$3.76억 -US$5775만 13 13.38% 축소
960
CWA Asset Management Group
CWA Asset Management Group
Florida
US$3.75억 +US$462만 38 11.43% 증가
961
Meeder Asset Management
Meeder Asset Management
Ohio
US$3.72억 +US$1118만 41 19.01% 증가
962
IFP Advisors
IFP Advisors
Florida
US$3.69억 +US$166만 107 6.66% 증가
963
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$3.68억 -US$3.78억 2 2.95% 축소
964
Confluence Investment Management
Confluence Investment Management
Missouri
US$3.68억 -US$1.27억 9 5.75% 축소
965
Susquehanna Advisors Group
Susquehanna Advisors Group
Pennsylvania
US$3.68억 +US$2.04억 4 6.4% 증가
966
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
US$3.66억 -US$3.56억 6 2.69% 축소
967
Fullerton Fund Management
Fullerton Fund Management
Singapore
US$3.65억 +US$707만 17 23.45% 증가
968
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
US$3.65억 -US$418만 87 9.43% 축소
969
Hel Ved Capital Management
Hel Ved Capital Management
Hong Kong
US$3.65억 -US$2.84억 23 26.89% 축소
970
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
US$3.64억 +US$665만 5 2.38% 증가
971
Quintet Private Bank (Europe)
Quintet Private Bank (Europe)
Luxembourg
US$3.63억 -US$2148만 15 22.61% 축소
972
Capital Group Private Client Services
Capital Group Private Client Services
California
US$3.62억 -US$2234만 14 5.11% 축소
973
CSM Advisors
CSM Advisors
Pennsylvania
US$3.62억 -US$1.08억 14 7.74% 축소
974
Causeway Capital Management
Causeway Capital Management
California
US$3.62억 -US$2488만 6 3.91% 축소
975
Turiya Advisors Asia
Turiya Advisors Asia
Hong Kong
US$3.61억 -US$7241만 2 82.14% 축소