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 | |
|---|---|---|---|---|---|---|---|
| 1951 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
| USD 6.18 M | -USD 2.84 M | 3 | 0.97% | Reducidas |
|
| 1952 |
FSM Wealth Advisors
Cleveland,
Ohio
| USD 6.14 M | +USD 337 k | 4 | 0.65% | Aumentadas |
|
| 1953 |
DWM
Darwin Wealth Management
Tampa,
Florida
| USD 6.13 M | -USD 1.17 M | 2 | 1.68% | Reducidas |
|
| 1954 |
Varenne Capital Partners
Paris,
France
| USD 6.12 M | -USD 5.15 M | 1 | 1.01% | Reducidas |
|
| 1955 |
DFG
Dupree Financial Group
Lexington,
Kentucky
| USD 6.11 M | +USD 18.7 k | 1 | 2.29% | Aumentadas |
|
| 1956 |
Red Door Wealth Management
Memphis,
Tennessee
| USD 6.1 M | +USD 40.6 k | 2 | 0.56% | Aumentadas |
|
| 1957 |
Benchstone Capital Management
New York
| USD 6.09 M | +USD 3.83 M | 1 | 0.74% | Nuevas |
|
| 1958 |
MFS
Monetta Financial Services
Wheaton,
Illinois
| USD 6.09 M | USD 0 | 2 | 4.1% | Mantenido |
|
| 1959 |
Fiduciary Financial Group
San Rafael,
California
| USD 6.09 M | -USD 808 k | 2 | 0.69% | Reducidas |
|
| 1960 |
Ellsworth Advisors
Hudson,
Ohio
| USD 6.09 M | -USD 1.01 M | 1 | 1% | Reducidas |
|
| 1961 |
S
SharpePoint
Phoenix,
Arizona
| USD 6.09 M | +USD 3.95 M | 1 | 3.05% | Nuevas |
|
| 1962 |
SP
Stonebrook Private
Northville,
Michigan
| USD 6.08 M | +USD 158 k | 3 | 1.11% | Aumentadas |
|
| 1963 |
SHP Wealth Management
Plymouth,
Massachusetts
| USD 6.06 M | +USD 246 k | 6 | 0.42% | Aumentadas |
|
| 1964 |
RWM
Revisor Wealth Management
Akron,
Ohio
| USD 6.06 M | +USD 997 k | 3 | 1.46% | Aumentadas |
|
| 1965 |
RPWA
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 6.06 M | +USD 28.3 k | 3 | 1.12% | Aumentadas |
|
| 1966 |
Centiva Capital
New York
| USD 6.03 M | -USD 18.7 M | 4 | 0.05% | Reducidas |
|
| 1967 |
GIM
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 6.03 M | -USD 249 k | 1 | 1.63% | Reducidas |
|
| 1968 |
FWP
Flatrock Wealth Partners
Newport Beach,
California
| USD 6.02 M | -USD 11.5 k | 3 | 2.36% | Reducidas |
|
| 1969 |
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 6.01 M | +USD 3.21 M | 1 | 0.6% | Aumentadas |
|
| 1970 |
StoneX Group
New York
| USD 6 M | -USD 1.28 M | 4 | 0.24% | Reducidas |
|
| 1971 |
Acropolis Investment Management
St. Louis,
Missouri
| USD 5.98 M | -USD 840 k | 3 | 0.24% | Reducidas |
|
| 1972 |
Fortis Group Advisors
Westwood,
New Jersey
| USD 5.97 M | +USD 2.34 M | 4 | 0.95% | Aumentadas |
|
| 1973 |
CPC
Congress Park Capital
Saratoga Springs,
New York
| USD 5.96 M | -USD 1.29 M | 1 | 1.61% | Reducidas |
|
| 1974 |
OL
OneFund LLC
Saint Petersburg,
Florida
| USD 5.95 M | -USD 20.3 k | 3 | 3.38% | Reducidas |
|
| 1975 |
Madison Wealth Partners
Madison,
Wisconsin
| USD 5.95 M | +USD 467 k | 2 | 0.76% | Aumentadas |
|