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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
151
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
US$83.4億 -US$9.5億 72 8.54% 減碼
152
Boston Partners
Boston Partners
Massachusetts
US$83.2億 -US$17.5億 30 7.4% 減碼
153
Sands Capital Management
Sands Capital Management
Virginia
US$82.8億 -US$7.09億 13 30.75% 減碼
154
Federated Hermes
Federated Hermes
Pennsylvania
US$82.7億 +US$7.4億 78 11.89% 增持
155
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
US$82.3億 +US$3.01億 29 20.89% 增持
156
Man Group
Man Group
United Kingdom
US$80億 -US$2.17億 83 12.75% 減碼
157
Allspring Global Investments
Allspring Global Investments
North Carolina
US$79.5億 -US$2.23億 71 12.17% 減碼
158
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
US$79.2億 -US$7.85億 56 21.24% 減碼
159
Creative Planning
Creative Planning
Kansas
US$79.2億 +US$5.85億 105 4.63% 增持
160
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$79億 +US$13.7億 43 20.48% 增持
161
1832 Asset Management
1832 Asset Management
Ontario, Canada
US$78.2億 -US$5.11億 33 3.92% 減碼
162
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$78.2億 -US$3685萬 32 20.07% 減碼
163
Storebrand Asset Management
Storebrand Asset Management
Norway
US$77.3億 -US$1.14億 36 19.04% 減碼
164
NEOS Investment Management
NEOS Investment Management
Connecticut
US$76.8億 +US$8.29億 32 28.3% 增持
165
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
US$75.4億 -US$2.32億 82 15.22% 減碼
166
William Blair Investment Management
William Blair Investment Management
Illinois
US$75.3億 -US$7.02億 30 22.63% 減碼
167
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$75.1億 +US$214萬 70 21.38% 增持
168
Tidal Investments
Tidal Investments
Wisconsin
US$74.2億 +US$6.26億 88 12.85% 增持
169
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$73.4億 -US$7091萬 99 11.91% 減碼
170
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$72.9億 +US$6749萬 72 15.96% 增持
171
Cerity Partners
Cerity Partners
New York
US$72.4億 +US$1.84億 85 8.75% 增持
172
Squarepoint
Squarepoint
New York
US$71億 -US$2.32億 93 7.85% 減碼
173
Truist Financial
Truist Financial
North Carolina
US$70億 -US$291萬 77 8.37% 減碼
174
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$69.6億 +US$2.53億 106 10.67% 增持
175
Corient Private Wealth
Corient Private Wealth
Florida
US$69.4億 -US$5.84億 88 9.6% 減碼