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 | |
|---|---|---|---|---|---|---|---|
| 501 |
Nippon Life Global Investors Americas
New York
| USD 133 M | +USD 4.29 M | 2 | 5.29% | Aumentadas |
|
| 502 |
Oberweis Asset Management
Lisle,
Illinois
| USD 132 M | +USD 22.4 M | 4 | 2.74% | Aumentadas |
|
| 503 |
Mill Capital Management
Concord,
North Carolina
| USD 131 M | -USD 15.9 M | 2 | 8.78% | Reducidas |
|
| 504 |
Jump Financial
Chicago,
Illinois
| USD 130 M | -USD 113 M | 7 | 1.04% | Reducidas |
|
| 505 |
Milford Funds
Auckland,
| USD 130 M | -USD 112 M | 2 | 2.11% | Reducidas |
|
| 506 |
Kovitz Investment Group Partners
Chicago,
Illinois
| USD 129 M | -USD 73.9 M | 4 | 2.87% | Reducidas |
|
| 507 |
Munro Partners
Melbourne,
Australia
| USD 129 M | +USD 78 M | 2 | 2.84% | Aumentadas |
|
| 508 |
Triglav Skladi
Ljubljana,
Slovenia
| USD 129 M | -USD 4.59 M | 4 | 6.79% | Reducidas |
|
| 509 |
HCM
Horiko Capital Management
New York
| USD 127 M | -USD 17.1 M | 2 | 22.35% | Reducidas |
|
| 510 |
Main Street Research
Lakeville,
Connecticut
| USD 126 M | -USD 346 k | 2 | 5.96% | Reducidas |
|
| 511 |
SteelPeak Wealth
Woodland Hills,
California
| USD 126 M | -USD 34.8 M | 4 | 3.26% | Reducidas |
|
| 512 |
Vise Technologies
New York
| USD 126 M | +USD 41.1 M | 6 | 1.42% | Aumentadas |
|
| 513 |
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 125 M | +USD 3.55 M | 3 | 2.19% | Aumentadas |
|
| 514 |
SPC
Stony Point Capital
New York
| USD 124 M | +USD 22 M | 2 | 8.07% | Aumentadas |
|
| 515 |
Blackstone Inc
New York
| USD 124 M | +USD 72.1 M | 3 | 0.32% | Aumentadas |
|
| 516 |
Moneta Group Investment Advisors
St Louis,
Missouri
| USD 124 M | -USD 3.45 M | 3 | 0.92% | Reducidas |
|
| 517 |
Banque Pictet & Cie
Geneva 73,
Switzerland
| USD 124 M | -USD 45.4 M | 2 | 0.78% | Reducidas |
|
| 518 |
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 124 M | -USD 16.6 M | 2 | 5.16% | Reducidas |
|
| 519 |
Jackson Square Capital
San Francisco,
California
| USD 123 M | -USD 8.42 M | 2 | 17.08% | Reducidas |
|
| 520 |
Empire Life Investments
Toronto,
Ontario, Canada
| USD 122 M | -USD 58.1 M | 2 | 6.83% | Reducidas |
|
| 521 |
Virtu Financial
New York
| USD 122 M | -USD 221 M | 5 | 3.85% | Reducidas |
|
| 522 |
J. Safra Sarasin Holding
| USD 122 M | +USD 54.8 M | 3 | 1.75% | Aumentadas |
|
| 523 |
China Universal Asset Management Company
Shanghai,
China
| USD 122 M | +USD 13.6 M | 4 | 7.3% | Aumentadas |
|
| 524 |
LGT Group Foundation
Vaduz,
Liechtenstein
| USD 122 M | -USD 27.3 M | 2 | 1.38% | Reducidas |
|
| 525 |
DFO
Duquesne Family Office
New York
| USD 121 M | +USD 23.2 M | 3 | 2.33% | Aumentadas |
|