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半導體

半導體公司設計並製造支撐其他所有科技主題的晶片。這個產業景氣循環性極強,資本需求也極高,少數幾家公司掌握著其他企業都無法完成的關鍵環節。

181檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
51
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$339億 +US$38.5億 71 18.73% 增持
52
Mubadala Investment Company
Mubadala Investment Company
United Arab Emirates
US$334億 -US$17.5億 10 96.08% 減碼
53
Raymond James Financial
Raymond James Financial
Florida
US$326億 -US$1.91億 110 8.84% 減碼
54
Swedbank
Swedbank
Sweden
US$318億 +US$6.48億 41 27.37% 增持
55
California Public Employees Retirement System
California Public Employees Retirement System
California
US$307億 -US$65.1億 47 17.3% 減碼
56
National Pension Service
National Pension Service
South Korea
US$303億 +US$1.63億 31 19.55% 增持
57
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
US$297億 -US$1.02億 109 13.84% 減碼
58
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$291億 +US$1.39億 94 9.59% 增持
59
AQR Capital Management
AQR Capital Management
Connecticut
US$287億 +US$20.4億 105 10% 增持
60
Vanguard Asset Management
Vanguard Asset Management
US$268億 +US$25.4億 86 18.14% 增持
61
Rafferty Asset Management
Rafferty Asset Management
New York
US$262億 +US$61.5億 47 59.68% 增持
62
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$261億 -US$3.52億 49 18.49% 減碼
63
VOYA Investment Management
VOYA Investment Management
Georgia
US$261億 -US$7.34億 95 22.54% 減碼
64
DZ Bank
DZ Bank
Germany
US$259億 -US$1.63億 39 19.85% 減碼
65
Victory Capital Management
Victory Capital Management
Texas
US$255億 +US$2.22億 88 14.29% 增持
66
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$250億 +US$49.6億 127 1.95% 增持
67
Principal Financial Group
Principal Financial Group
Iowa
US$250億 -US$4.23億 80 12.26% 減碼
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$249億 +US$1352萬 113 18.77% 增持
69
Sanders Capital
Sanders Capital
Florida
US$234億 +US$44.3億 4 23.4% 增持
70
Neuberger Berman Group
Neuberger Berman Group
New York
US$233億 -US$2.43億 91 15.51% 減碼
71
LPL Financial
LPL Financial
California
US$232億 +US$7.45億 128 5.21% 增持
72
Nordea Investment Management
Nordea Investment Management
Sweden
US$229億 -US$15億 47 18.7% 減碼
73
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
US$227億 -US$3.05億 10 15.57% 減碼
74
Coatue Management
Coatue Management
New York
US$227億 +US$38.9億 12 46.72% 增持
75
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$226億 -US$13.1億 80 16.13% 減碼