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 | |
|---|---|---|---|---|---|---|---|
| 176 |
Lazard Asset Management
New York
| USD 949 M | -USD 206 M | 6 | 1.44% | Reducidas |
|
| 177 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| USD 937 M | -USD 244 M | 4 | 1.78% | Reducidas |
|
| 178 |
Truist Financial
Charlotte,
North Carolina
| USD 924 M | +USD 18.1 M | 5 | 1.1% | Aumentadas |
|
| 179 |
Allspring Global Investments
Charlotte,
North Carolina
| USD 920 M | +USD 88.7 M | 5 | 1.41% | Aumentadas |
|
| 180 |
HighTower Advisors
Chicago,
Illinois
| USD 916 M | -USD 65.9 M | 7 | 0.88% | Reducidas |
|
| 181 |
Asset Management One
Tokyo,
Japan
| USD 907 M | +USD 8.98 M | 3 | 2.33% | Aumentadas |
|
| 182 |
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| USD 904 M | -USD 17 M | 6 | 2.66% | Reducidas |
|
| 183 |
BSL
Blue Sparrow LLC
Dover,
Delaware
| USD 902 M | +USD 428 M | 3 | 8.75% | Aumentadas |
|
| 184 |
OCMI
Oaktop Capital Management II
Chatham,
New Jersey
| USD 893 M | -USD 57.2 M | 1 | 38% | Reducidas |
|
| 185 |
KLP Kapitalforvaltning
Oslo,
Norway
| USD 887 M | +USD 46.2 M | 5 | 2.86% | Aumentadas |
|
| 186 |
HRT Financial
New York
| USD 885 M | -USD 1103 M | 6 | 1.62% | Reducidas |
|
| 187 |
Weiss Asset Management
Boston,
Massachusetts
| USD 881 M | +USD 486 M | 3 | 9.24% | Aumentadas |
|
| 188 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 870 M | -USD 48.9 M | 7 | 1.51% | Reducidas |
|
| 189 |
Jones Financial Companies
Des Peres,
Missouri
| USD 852 M | +USD 130 M | 6 | 0.34% | Aumentadas |
|
| 190 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 852 M | -USD 251 M | 5 | 3.68% | Reducidas |
|
| 191 |
ING Group
Amsterdam,
Netherlands
| USD 851 M | -USD 488 M | 3 | 4.16% | Reducidas |
|
| 192 |
Atreides Management
Boston,
Massachusetts
| USD 821 M | -USD 36.8 M | 1 | 5.73% | Reducidas |
|
| 193 |
USS Investment Management
London,
United Kingdom
| USD 816 M | +USD 39.8 M | 6 | 2.93% | Aumentadas |
|
| 194 |
Optiver Holding
Amsterdam,
Netherlands
| USD 805 M | +USD 84.8 M | 3 | 0.22% | Aumentadas |
|
| 195 |
Nissay Asset Management
Tokyo,
Japan
| USD 799 M | +USD 93 M | 4 | 3.38% | Aumentadas |
|
| 196 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 797 M | -USD 115 M | 2 | 3.59% | Reducidas |
|
| 197 |
WorldQuant Millennium Advisors
New York
| USD 793 M | -USD 1105 M | 5 | 2.72% | Reducidas |
|
| 198 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
| USD 781 M | -USD 29.5 M | 4 | 2.02% | Reducidas |
|
| 199 |
Natixis
Paris,
France
| USD 775 M | -USD 531 M | 5 | 3.12% | Reducidas |
|
| 200 |
STRS Ohio
Columbus,
Ohio
| USD 775 M | -USD 6.59 M | 5 | 2.9% | Reducidas |
|