← 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
1326
Mill Capital Management
Mill Capital Management
North Carolina
US$1.99억 -US$1583만 8 13.28% 축소
1327
Robinhood Asset Management
Robinhood Asset Management
California
US$1.99억 +US$5849만 12 10.64% 증가
1328
Howard Hughes Medical Institute
Howard Hughes Medical Institute
Maryland
US$1.98억 US$0 12 44.55% 유지됨
1329
Benchstone Capital Management
Benchstone Capital Management
New York
US$1.98억 -US$9610만 10 23.95% 축소
1330
Cambiar Investors
Cambiar Investors
Colorado
US$1.98억 -US$1.11억 13 8.6% 축소
1331
CFM Wealth Partners
CFM Wealth Partners
Texas
US$1.98억 +US$908만 16 25.27% 증가
1332
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
US$1.97억 -US$9.6만 47 6.07% 축소
1333
Howe & Rusling
Howe & Rusling
New York
US$1.97억 -US$44.3만 23 11.45% 축소
1334
BPIA
Broad Peak Investment Advisers
Singapore
US$1.96억 -US$6263만 5 36.05% 축소
1335
M.D. Sass LLC
M.D. Sass LLC
New York
US$1.96억 +US$1.11억 8 12.82% 증가
1336
SCA
Sassicaia Capital Advisers
New York
US$1.96억 +US$5724만 14 86.37% 증가
1337
Wealthcare Advisory Partners
Wealthcare Advisory Partners
Pennsylvania
US$1.96억 -US$2587만 37 3.71% 축소
1338
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
US$1.95억 -US$953만 36 5.54% 축소
1339
Saratoga Research & Investment Management
Saratoga Research & Investment Management
California
US$1.95억 +US$230만 2 10.69% 증가
1340
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
US$1.95억 +US$751만 36 6.17% 증가
1341
SIG Brokerage
SIG Brokerage
New York
US$1.95억 +US$1.1억 22 3.79% 증가
1342
Pictet North America Advisors
Pictet North America Advisors
Switzerland
US$1.95억 -US$591만 13 17.19% 축소
1343
Night Owl Capital Management
Night Owl Capital Management
Connecticut
US$1.95억 +US$2932만 4 20.45% 증가
1344
Howard Capital Management Group
Howard Capital Management Group
California
US$1.95억 -US$219만 13 11.9% 축소
1345
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
US$1.95억 +US$9719만 3 26.28% 증가
1346
Whitney & Co
Whitney & Co
New York
US$1.95억 -US$1054만 12 14.21% 축소
1347
ACMH
Andar Capital Management (HK)
Hong Kong
US$1.94억 +US$992만 10 87.04% 증가
1348
Dillon & Associates
Dillon & Associates
Michigan
US$1.94억 -US$194만 8 23.72% 축소
1349
Tran Capital Management
Tran Capital Management
California
US$1.94억 -US$366만 7 22.32% 축소
1350
CX Institutional
CX Institutional
Indiana
US$1.94억 -US$1511만 45 5.59% 축소