Memoria de IA y HBM
La memoria de alto ancho de banda se encuentra junto al procesador en un acelerador de IA y le suministra datos con la rapidez suficiente para mantener ocupado el procesamiento. La oferta está concentrada en unos cuantos fabricantes de memoria, lo que convierte a este grupo en un cuello de botella crítico para la expansión de la IA.
12 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 205 mil M | +USD 531 M | 6 | 3.05% | Aumentadas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 144 mil M | +USD 773 M | 6 | 3.07% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 98.5 mil M | -USD 754 M | 5 | 2.91% | Reducidas |
|
| 4 |
Invesco
Atlanta,
Georgia
| USD 78.5 mil M | +USD 7411 M | 5 | 6.21% | Aumentadas |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| USD 64.7 mil M | -USD 11.1 mil M | 6 | 2.81% | Reducidas |
|
| 6 |
JP Morgan Chase
New York
| USD 57 mil M | +USD 15.3 mil M | 7 | 3.15% | Aumentadas |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| USD 55.6 mil M | -USD 1040 M | 6 | 2.96% | Reducidas |
|
| 8 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 54 mil M | +USD 853 M | 5 | 2.43% | Aumentadas |
|
| 9 |
Morgan Stanley
New York
| USD 35.7 mil M | +USD 787 M | 7 | 1.89% | Aumentadas |
|
| 10 |
Capital World Investors
Los Angeles,
California
| USD 34.2 mil M | -USD 9304 M | 3 | 4.04% | Reducidas |
|
| 11 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 31.2 mil M | +USD 10.7 mil M | 5 | 3.12% | Aumentadas |
|
| 12 |
Norges Bank
Oslo,
Norway
| USD 30.4 mil M | +USD 20.2 mil M | 6 | 3.03% | Nuevas |
|
| 13 |
Goldman Sachs
New York
| USD 30.4 mil M | +USD 4232 M | 7 | 2.64% | Aumentadas |
|
| 14 |
Primecap Management
Pasadena,
California
| USD 22.5 mil M | -USD 2006 M | 4 | 13.28% | Reducidas |
|
| 15 |
Northern Trust
Chicago,
Illinois
| USD 21.7 mil M | +USD 227 M | 5 | 2.52% | Aumentadas |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| USD 18.7 mil M | +USD 1243 M | 7 | 1.2% | Aumentadas |
|
| 17 |
UBS AM
Chicago,
Illinois
| USD 17.4 mil M | -USD 421 M | 5 | 3.17% | Reducidas |
|
| 18 |
Charles Schwab
San Francisco,
California
| USD 15.6 mil M | -USD 93 M | 5 | 2.08% | Reducidas |
|
| 19 |
Legal & General Group
London,
United Kingdom
| USD 14.2 mil M | -USD 18.8 M | 6 | 2.96% | Reducidas |
|
| 20 |
SG Americas Securities
New York
| USD 14.1 mil M | -USD 464 M | 6 | 7.87% | Reducidas |
|
| 21 |
Bank of New York Mellon
New York
| USD 13.9 mil M | -USD 294 M | 6 | 2.27% | Reducidas |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| USD 13.4 mil M | -USD 162 M | 6 | 2.71% | Reducidas |
|
| 23 |
BNP Paribas Financial Markets
Paris,
France
| USD 12.9 mil M | +USD 2380 M | 6 | 4.46% | Aumentadas |
|
| 24 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 12.7 mil M | +USD 126 M | 6 | 2.8% | Aumentadas |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| USD 12.1 mil M | -USD 748 M | 5 | 2.19% | Reducidas |
|