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 | |
|---|---|---|---|---|---|---|---|
| 601 |
Caprock Group
Boise,
Idaho
| USD 93.9 M | +USD 3.31 M | 4 | 1.8% | Aumentadas |
|
| 602 |
Quilter Plc
London,
United Kingdom
| USD 93.8 M | +USD 1.91 M | 1 | 1.41% | Aumentadas |
|
| 603 |
Appleton Partners
Boston,
Massachusetts
| USD 92.8 M | -USD 16.8 M | 2 | 5.69% | Reducidas |
|
| 604 |
TIAA Wealth Investment Management
New York
| USD 92.6 M | +USD 48.8 M | 3 | 0.62% | Aumentadas |
|
| 605 |
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 91.8 M | +USD 10 M | 2 | 7.19% | Aumentadas |
|
| 606 |
Cozad Asset Management
Champaign,
Illinois
| USD 91.6 M | -USD 3.4 M | 2 | 5.92% | Reducidas |
|
| 607 |
Flow Traders U.S.
New York
| USD 91.6 M | +USD 39.4 M | 3 | 3.76% | Aumentadas |
|
| 608 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 91.1 M | -USD 2.3 M | 2 | 4.67% | Reducidas |
|
| 609 |
OCMH
Oxbow Capital Management (HK)
Hong Kong
| USD 90.9 M | -USD 191 M | 1 | 25.63% | Reducidas |
|
| 610 |
Southpoint Capital Advisors
New York
| USD 90.9 M | -USD 28.6 M | 1 | 2.07% | Reducidas |
|
| 611 |
Parallax Volatility Advisers
San Francisco,
California
| USD 90.7 M | -USD 115 k | 5 | 0.15% | Reducidas |
|
| 612 |
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 90.5 M | +USD 14.4 M | 4 | 2.12% | Aumentadas |
|
| 613 |
Phoenix Financial
Givatayim,
Israel
| USD 90.4 M | +USD 37.6 M | 4 | 0.62% | Aumentadas |
|
| 614 |
Proem Advisors
Dallas,
Texas
| USD 90 M | +USD 48.8 M | 3 | 4.81% | Aumentadas |
|
| 615 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 90 M | +USD 23.1 M | 4 | 0.87% | Aumentadas |
|
| 616 |
Prospera Financial Services
Dallas,
Texas
| USD 89.4 M | -USD 44.8 M | 3 | 1.3% | Reducidas |
|
| 617 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 88.9 M | +USD 2.57 M | 3 | 1.71% | Aumentadas |
|
| 618 |
Banque Transatlantique
Paris,
France
| USD 88.9 M | +USD 9.7 M | 4 | 1.91% | Aumentadas |
|
| 619 |
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 88.5 M | -USD 4.83 M | 5 | 0.58% | Reducidas |
|
| 620 |
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 87.8 M | +USD 928 k | 2 | 3.47% | Aumentadas |
|
| 621 |
KTF Investments
Seal Beach,
California
| USD 87.8 M | -USD 211 k | 2 | 8.88% | Reducidas |
|
| 622 |
Jain Global
New York
| USD 87.5 M | -USD 357 M | 5 | 0.34% | Reducidas |
|
| 623 |
William Blair Investment Management
Chicago,
Illinois
| USD 87.1 M | +USD 43.5 M | 3 | 0.26% | Aumentadas |
|
| 624 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 86.8 M | +USD 18.5 M | 4 | 1.3% | Aumentadas |
|
| 625 |
Vaughan Nelson Investment Management
Houston,
Texas
| USD 86.6 M | -USD 27.4 M | 1 | 0.77% | Reducidas |
|