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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
76
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$218億 -US$2.87億 88 21.81% 減碼
77
First Trust Advisors
First Trust Advisors
Illinois
US$211億 -US$2.28億 91 12.42% 減碼
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$207億 -US$1.13億 94 18.92% 減碼
79
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$206億 +US$4.32億 103 4.85% 增持
80
ClearBridge Investments
ClearBridge Investments
New York
US$206億 -US$3535萬 36 17.01% 減碼
81
Pictet Asset Management
Pictet Asset Management
Switzerland
US$205億 -US$21.9億 88 19.63% 減碼
82
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
US$197億 -US$8.8億 59 12.9% 減碼
83
Russell Investments Group
Russell Investments Group
United Kingdom
US$196億 +US$10.6億 118 17.18% 增持
84
Jane Street
Jane Street
New York
US$191億 +US$7.82億 121 1.58% 增持
85
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
US$188億 +US$20.4億 60 23.4% 增持
86
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$187億 -US$61.9億 104 8.91% 減碼
87
Clear Street
Clear Street
New York
US$179億 +US$28.9億 44 45.22% 增持
88
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
US$169億 -US$3.57億 93 13.18% 減碼
89
Allianz Asset Management
Allianz Asset Management
Germany
US$166億 +US$14.6億 66 13.49% 增持
90
Acadian Asset Management
Acadian Asset Management
Massachusetts
US$158億 -US$3.77億 92 18.76% 減碼
91
Natixis Advisors
Natixis Advisors
Massachusetts
US$155億 +US$13.5億 68 17.44% 增持
92
TD Asset Management
TD Asset Management
Ontario, Canada
US$154億 -US$17.3億 69 13.37% 減碼
93
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$154億 +US$7.26億 42 18.89% 增持
94
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$152億 -US$5.3億 105 19.21% 減碼
95
Citadel Advisors
Citadel Advisors
Florida
US$150億 -US$57.1億 122 1.71% 減碼
96
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$149億 +US$21.8億 66 21.98% 增持
97
SEI Investments
SEI Investments
Pennsylvania
US$146億 -US$9.15億 107 12.9% 減碼
98
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$145億 -US$4.32億 30 34.35% 減碼
99
Marshall Wace
Marshall Wace
United Kingdom
US$142億 -US$24.8億 100 11.18% 減碼
100
Bessemer Group
Bessemer Group
New Jersey
US$138億 +US$10.5億 83 19% 增持