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 | |
|---|---|---|---|---|---|---|---|
| 326 |
Oak Grove Capital
North Hampton,
New Hampshire
| USD 332 M | +USD 44.8 M | 4 | 15.8% | Aumentadas |
|
| 327 |
TD Waterhouse Canada
Toronto,
Ontario, Canada
| USD 332 M | +USD 73.4 M | 5 | 0.87% | Aumentadas |
|
| 328 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 331 M | -USD 12.6 M | 5 | 3.15% | Reducidas |
|
| 329 |
Rokos Capital Management (UK)
London,
United Kingdom
| USD 330 M | -USD 89.1 M | 3 | 1.23% | Reducidas |
|
| 330 |
Heard Capital LLC
Chicago,
Illinois
| USD 328 M | -USD 95.1 M | 1 | 14.05% | Reducidas |
|
| 331 |
Railway Pension Investments
London,
United Kingdom
| USD 327 M | -USD 69.1 M | 1 | 4.11% | Reducidas |
|
| 332 |
Fisher Asset Management
Camas,
Washington
| USD 325 M | -USD 20.8 M | 5 | 0.1% | Reducidas |
|
| 333 |
PineBridge Investments
New York
| USD 324 M | -USD 26.9 M | 4 | 2.67% | Reducidas |
|
| 334 |
Certuity
North Palm Beach,
Florida
| USD 322 M | -USD 792 k | 4 | 15.85% | Reducidas |
|
| 335 |
BI Asset Management Fondsmaeglerselskab
Kobenhavn,
Denmark
| USD 321 M | +USD 62.1 M | 3 | 2.55% | Aumentadas |
|
| 336 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 319 M | -USD 14.9 M | 5 | 2.17% | Reducidas |
|
| 337 |
&Partners
Nashville,
Tennessee
| USD 319 M | +USD 19.7 M | 6 | 1.31% | Aumentadas |
|
| 338 |
Renaissance Technologies
New York
| USD 317 M | -USD 2550 M | 4 | 0.44% | Reducidas |
|
| 339 |
Eventide Asset Management
Boston,
Massachusetts
| USD 315 M | -USD 3.38 M | 3 | 4.21% | Reducidas |
|
| 340 |
Tensor Edge Capital
Weston,
Massachusetts
| USD 313 M | +USD 28.5 M | 1 | 20.78% | Aumentadas |
|
| 341 |
Capstone Investment Advisors
New York
| USD 311 M | +USD 152 M | 3 | 0.57% | Aumentadas |
|
| 342 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 310 M | +USD 22.5 M | 3 | 2.14% | Aumentadas |
|
| 343 |
Trexquant Investment
Stamford,
Connecticut
| USD 309 M | -USD 317 M | 4 | 1.82% | Reducidas |
|
| 344 |
ARS Investment Partners
New York
| USD 307 M | -USD 85.6 M | 3 | 13.41% | Reducidas |
|
| 345 |
Jupiter Asset Management
London,
United Kingdom
| USD 306 M | -USD 107 M | 3 | 1.52% | Reducidas |
|
| 346 |
Algert Global
San Francisco,
California
| USD 304 M | -USD 20.6 M | 5 | 3.6% | Reducidas |
|
| 347 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 300 M | +USD 190 M | 2 | 1.78% | Aumentadas |
|
| 348 |
Belvedere Trading
Chicago,
Illinois
| USD 299 M | +USD 184 M | 5 | 0.34% | Aumentadas |
|
| 349 |
Walleye Capital
New York
| USD 298 M | +USD 36.2 M | 7 | 1.07% | Aumentadas |
|
| 350 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 298 M | -USD 13.1 M | 5 | 2.96% | Reducidas |
|