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 | |
|---|---|---|---|---|---|---|---|
| 976 |
Simmons Bank
Pine Bluff,
Arkansas
| USD 32.1 M | +USD 10.5 M | 3 | 1.83% | Aumentadas |
|
| 977 |
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 32.1 M | -USD 1.15 M | 4 | 1.61% | Reducidas |
|
| 978 |
CCM
Carderock Capital Management
Chevy Chase,
Maryland
| USD 32 M | -USD 6.68 M | 1 | 7.02% | Reducidas |
|
| 979 |
Sora Investors
Bryn Mawr,
Pennsylvania
| USD 31.9 M | -USD 31.1 M | 2 | 2.45% | Reducidas |
|
| 980 |
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 31.9 M | -USD 307 k | 2 | 2.27% | Reducidas |
|
| 981 |
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 31.9 M | +USD 16.4 k | 3 | 1.16% | Aumentadas |
|
| 982 |
Managed Asset Portfolios
Rochester,
Michigan
| USD 31.8 M | -USD 1.37 M | 1 | 3.64% | Reducidas |
|
| 983 |
Chicago Partners Investment Group
Chicago,
Illinois
| USD 31.8 M | -USD 501 k | 5 | 0.64% | Reducidas |
|
| 984 |
Mane Global Capital Management
New York
| USD 31.8 M | +USD 20.7 M | 1 | 2.63% | Nuevas |
|
| 985 |
Pine Valley Investments
Marlton,
New Jersey
| USD 31.7 M | -USD 5.41 M | 2 | 1.25% | Reducidas |
|
| 986 |
Fulcrum Asset Management
London,
United Kingdom
| USD 31.7 M | +USD 654 k | 4 | 3.16% | Aumentadas |
|
| 987 |
Coastal Bridge Advisors
Westport,
Connecticut
| USD 31.7 M | -USD 7.96 M | 2 | 1.96% | Reducidas |
|
| 988 |
Freestone Capital Holdings
Seattle,
Washington
| USD 31.7 M | +USD 713 k | 3 | 0.82% | Aumentadas |
|
| 989 |
Kintegral Advisory
New York
| USD 31.6 M | USD 0 | 2 | 2.56% | Mantenido |
|
| 990 |
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 31.3 M | +USD 4.09 M | 3 | 0.6% | Aumentadas |
|
| 991 |
IFP Advisors
Tampa,
Florida
| USD 31.2 M | +USD 4.04 M | 7 | 0.56% | Aumentadas |
|
| 992 |
SummitTX Capital
Fort Worth,
Texas
| USD 31.2 M | -USD 9.28 M | 3 | 0.8% | Reducidas |
|
| 993 |
FC
Fulcrum Capital
Seattle,
Washington
| USD 31.1 M | -USD 1.41 M | 2 | 6.31% | Reducidas |
|
| 994 |
Blume Capital Management
Berkeley,
California
| USD 31.1 M | -USD 12.2 M | 2 | 4.55% | Reducidas |
|
| 995 |
AssuredPartners Investment Advisors
Tampa,
Florida
| USD 31 M | -USD 7.31 M | 3 | 3% | Reducidas |
|
| 996 |
CastleKnight Management
New York
| USD 31 M | -USD 142 M | 2 | 0.42% | Reducidas |
|
| 997 |
ERP
Eldred Rock Partners
San Antonio,
Texas
| USD 30.9 M | +USD 1.3 M | 1 | 6.64% | Aumentadas |
|
| 998 |
WesBanco Bank
Wheeling,
West Virginia
| USD 30.8 M | -USD 806 k | 2 | 0.77% | Reducidas |
|
| 999 |
Nations Financial Group
Cedar Rapids,
Iowa
| USD 30.8 M | +USD 7.75 M | 5 | 1.47% | Aumentadas |
|
| 1000 |
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 30.8 M | +USD 1.04 M | 2 | 2.61% | Aumentadas |
|