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 | |
|---|---|---|---|---|---|---|---|
| 1001 |
Ascent Group
Virginia Beach,
Virginia
| USD 30.6 M | +USD 3.6 M | 3 | 0.92% | Aumentadas |
|
| 1002 |
Avidian Wealth Enterprises
Houston,
Texas
| USD 30.6 M | +USD 2.63 M | 4 | 0.85% | Aumentadas |
|
| 1003 |
KCM
Kultura Capital Management
Park City,
Utah
| USD 30.6 M | +USD 12.1 M | 3 | 5.53% | Aumentadas |
|
| 1004 |
FFA
Florida Financial Advisors
Tampa,
Florida
| USD 30.6 M | +USD 1.79 M | 5 | 5.17% | Aumentadas |
|
| 1005 |
Graham Capital Management
Rowayton,
Connecticut
| USD 30.6 M | -USD 34.6 M | 4 | 0.56% | Reducidas |
|
| 1006 |
Boothbay Fund Management
New York
| USD 30.5 M | -USD 31.5 M | 3 | 0.4% | Reducidas |
|
| 1007 |
Modera Wealth Management
Westwood,
New Jersey
| USD 30.5 M | -USD 3.76 M | 2 | 0.33% | Reducidas |
|
| 1008 |
Pittenger & Anderson Inc
Lincoin,
Nebraska
| USD 30.3 M | -USD 1.37 M | 2 | 1.09% | Reducidas |
|
| 1009 |
Knightsbridge Asset Management
Newport Beach,
California
| USD 30.3 M | -USD 1.19 M | 3 | 3.98% | Reducidas |
|
| 1010 |
CCM
Campbell Capital Management
Miami,
Florida
| USD 30.2 M | -USD 7.62 M | 1 | 10.85% | Reducidas |
|
| 1011 |
KWMG LLC
Overland Park,
Kansas
| USD 30.2 M | -USD 771 k | 1 | 2.18% | Reducidas |
|
| 1012 |
SCA
Snowden Capital Advisors
New York
| USD 30.1 M | -USD 1.39 M | 5 | 0.71% | Reducidas |
|
| 1013 |
IHT Wealth Management
Chicago,
Illinois
| USD 30.1 M | -USD 2.92 M | 4 | 0.64% | Reducidas |
|
| 1014 |
Westerkirk Capital
Victoria,
| USD 30 M | +USD 91.1 k | 1 | 2.89% | Aumentadas |
|
| 1015 |
Alyeska Investment Group
Chicago,
Illinois
| USD 30 M | -USD 1480 M | 1 | 0.08% | Reducidas |
|
| 1016 |
CSM Advisors
Warrendale,
Pennsylvania
| USD 29.9 M | -USD 54.1 M | 2 | 0.64% | Reducidas |
|
| 1017 |
Ameritas Advisory Services
Lincoln,
Nebraska
| USD 29.8 M | +USD 15.2 M | 5 | 0.6% | Aumentadas |
|
| 1018 |
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 29.7 M | +USD 54.6 k | 2 | 3.2% | Aumentadas |
|
| 1019 |
Axxcess Wealth Management
Carlsbad,
California
| USD 29.7 M | +USD 1.07 M | 3 | 0.47% | Aumentadas |
|
| 1020 |
Insight Holdings Group
New York
| USD 29.7 M | +USD 19.4 M | 2 | 2.26% | Aumentadas |
|
| 1021 |
Heck Capital Advisors
Rhinelander,
Wisconsin
| USD 29.7 M | +USD 20.1 M | 2 | 1.77% | Nuevas |
|
| 1022 |
V
ValueWorks
New York
| USD 29.6 M | -USD 9.7 M | 1 | 6.18% | Reducidas |
|
| 1023 |
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 29.6 M | +USD 5.7 M | 4 | 2.55% | Aumentadas |
|
| 1024 |
GCM
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 29.6 M | -USD 13.6 M | 2 | 7.99% | Reducidas |
|
| 1025 |
NW
N10 Wealth
Greenwich,
Connecticut
| USD 29.6 M | +USD 19.7 M | 3 | 10.49% | Nuevas |
|