← 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
126
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$109억 -US$6115만 36 20.1% 축소
127
Jones Financial Companies
Jones Financial Companies
Missouri
US$109억 +US$14.2억 125 4.37% 증가
128
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
US$109억 +US$4.32억 25 9.9% 증가
129
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
US$108억 -US$3.08억 67 19.93% 축소
130
KBC Group
KBC Group
Belgium
US$106억 +US$3153만 78 22.88% 증가
131
Point72 Asset Management
Point72 Asset Management
Connecticut
US$106억 -US$46.1억 67 11.65% 축소
132
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
US$105억 -US$9.3억 47 15.86% 축소
133
Danske Bank
Danske Bank
Denmark
US$105억 +US$3.9억 44 20.74% 증가
134
Daiwa Securities Group
Daiwa Securities Group
Japan
US$102억 +US$12.1억 54 19.88% 증가
135
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
US$101억 -US$10.1억 43 12.69% 축소
136
Alkeon Capital Management
Alkeon Capital Management
New York
US$100억 -US$3.33억 18 13.56% 축소
137
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$98.5억 +US$2.98억 107 4.88% 증가
138
APG Asset Management
APG Asset Management
Netherlands
US$97.3억 +US$13.4억 30 23.9% 증가
139
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$95.4억 -US$5.18억 73 8.87% 축소
140
Tiger Global Management
Tiger Global Management
New York
US$94.3억 -US$2.63억 8 39.34% 축소
141
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$93.2억 +US$4.53억 73 9.33% 증가
142
Korea Investment Corp
Korea Investment Corp
South Korea
US$92.7억 -US$6.92억 32 17.61% 축소
143
Parnassus Investments
Parnassus Investments
California
US$92.1억 -US$11.4억 19 24.6% 축소
144
Winslow Capital Management
Winslow Capital Management
Minnesota
US$91.1억 +US$2.49억 13 31.35% 증가
145
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
US$88.8억 -US$1.72억 93 17.01% 축소
146
Brown Advisory
Brown Advisory
Maryland
US$87.5억 -US$14.1억 51 13.56% 축소
147
Credit Agricole
Credit Agricole
France
US$87.5억 +US$2.97억 63 17.74% 증가
148
Nomura Holdings
Nomura Holdings
Japan
US$87.4억 +US$45.6억 59 10.24% 증가
149
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$84.6억 -US$3.09억 34 12.05% 축소
150
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
US$83.6억 +US$1.03억 35 18.83% 증가