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 | |
|---|---|---|---|---|---|---|---|
| 101 |
SEI Investments
Oaks,
Pennsylvania
| USD 1944 M | -USD 9.9 M | 6 | 1.72% | Reducidas |
|
| 102 |
Bessemer Group
Woodbridge,
New Jersey
| USD 1934 M | +USD 721 M | 6 | 2.66% | Aumentadas |
|
| 103 |
Millennium Management
New York
| USD 1906 M | -USD 2087 M | 7 | 0.69% | Reducidas |
|
| 104 |
Ensign Peak Advisors
Salt Lake City,
Utah
| USD 1886 M | +USD 134 M | 5 | 3.1% | Aumentadas |
|
| 105 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 1884 M | +USD 475 M | 5 | 2.35% | Aumentadas |
|
| 106 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 1876 M | +USD 3.78 M | 5 | 3.11% | Aumentadas |
|
| 107 |
Natixis Advisors
Boston,
Massachusetts
| USD 1819 M | +USD 131 M | 5 | 2.05% | Aumentadas |
|
| 108 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| USD 1817 M | +USD 20.4 M | 7 | 0.9% | Aumentadas |
|
| 109 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 1816 M | +USD 94.5 M | 5 | 1.42% | Aumentadas |
|
| 110 |
Nomura Asset Management
Tokyo,
Japan
| USD 1814 M | +USD 148 M | 4 | 3.88% | Aumentadas |
|
| 111 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 1733 M | -USD 52 M | 5 | 3.2% | Reducidas |
|
| 112 |
Aviva
London,
United Kingdom
| USD 1696 M | +USD 24.6 M | 4 | 2.5% | Aumentadas |
|
| 113 |
GF Fund Management
Guangzhou,
China
| USD 1680 M | +USD 105 M | 4 | 20.15% | Aumentadas |
|
| 114 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 1678 M | -USD 355 M | 2 | 13.47% | Reducidas |
|
| 115 |
Schroder Investment Management Group
London,
United Kingdom
| USD 1670 M | -USD 63 M | 4 | 1.18% | Reducidas |
|
| 116 |
KBC Group
Brussels,
Belgium
| USD 1653 M | -USD 66.7 M | 5 | 3.57% | Reducidas |
|
| 117 |
NEOS Investment Management
Westport,
Connecticut
| USD 1640 M | +USD 203 M | 3 | 6.04% | Aumentadas |
|
| 118 |
CIBC Bancorp USA
Chicago,
Illinois
| USD 1629 M | +USD 410 M | 4 | 1.98% | Aumentadas |
|
| 119 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 1608 M | +USD 383 M | 3 | 4.01% | Aumentadas |
|
| 120 |
Citadel Advisors
Miami,
Florida
| USD 1592 M | -USD 3594 M | 7 | 0.18% | Reducidas |
|
| 121 |
Mariner
Overland Park,
Kansas
| USD 1590 M | +USD 300 M | 7 | 1.67% | Aumentadas |
|
| 122 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| USD 1515 M | +USD 86.4 M | 6 | 1.52% | Aumentadas |
|
| 123 |
Quantinno Capital Management
New York
| USD 1513 M | +USD 143 M | 6 | 1.82% | Aumentadas |
|
| 124 |
Danske Bank
Copenhagen K,
Denmark
| USD 1496 M | -USD 76.8 M | 4 | 2.96% | Reducidas |
|
| 125 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1487 M | +USD 136 M | 6 | 2.85% | Aumentadas |
|