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 | |
|---|---|---|---|---|---|---|---|
| 1976 |
CCG
Ceeto Capital Group
Coral Gables,
Florida
| USD 5.95 M | +USD 1.36 M | 2 | 1.61% | Aumentadas |
|
| 1977 |
CPA
Capital Performance Advisors
Walnut Creek,
California
| USD 5.93 M | -USD 3.72 M | 3 | 0.38% | Reducidas |
|
| 1978 |
PPA
Pilgrim Partners Asia
Singapore
| USD 5.92 M | -USD 70.5 k | 2 | 2.53% | Reducidas |
|
| 1979 |
WF
WinCap Financial
Boston,
Massachusetts
| USD 5.91 M | +USD 113 k | 2 | 3.19% | Aumentadas |
|
| 1980 |
Swiss Re
Zurich,
Switzerland
| USD 5.91 M | +USD 3.41 M | 3 | 0.54% | Aumentadas |
|
| 1981 |
Symmetry Investments
St Helier,
Jersey
| USD 5.9 M | -USD 298 k | 3 | 0.4% | Reducidas |
|
| 1982 |
PFG
Prosperity Financial Group
San Ramon,
California
| USD 5.9 M | -USD 2.06 M | 3 | 1.83% | Reducidas |
|
| 1983 |
BCM
BluePath Capital Management
Atlanta,
Georgia
| USD 5.86 M | -USD 196 k | 1 | 3.21% | Reducidas |
|
| 1984 |
Polymer Capital Management
New York
| USD 5.86 M | -USD 11.3 M | 4 | 0.78% | Reducidas |
|
| 1985 |
SIP
Snowwater Investment Partners
Fairfield,
Connecticut
| USD 5.86 M | -USD 226 k | 2 | 4.05% | Reducidas |
|
| 1986 |
Eagle Global Advisors
Houston,
Texas
| USD 5.86 M | +USD 478 k | 2 | 0.19% | Aumentadas |
|
| 1987 |
HCM
Harvey Capital Management
Palm Beach,
Florida
| USD 5.86 M | -USD 3.45 M | 1 | 1.2% | Reducidas |
|
| 1988 |
MTC
McDaniel Terry & Co
Austin,
Texas
| USD 5.85 M | USD 0 | 1 | 0.46% | Mantenido |
|
| 1989 |
Stansberry Asset Management
Westlake,
Texas
| USD 5.85 M | +USD 3.8 M | 1 | 0.54% | Nuevas |
|
| 1990 |
KWS
Keystone Wealth Services
Palm Desert,
California
| USD 5.83 M | +USD 502 k | 3 | 1.08% | Aumentadas |
|
| 1991 |
BWM
Braeburn Wealth Management
Muskegon,
Michigan
| USD 5.8 M | +USD 2.94 M | 3 | 2.49% | Aumentadas |
|
| 1992 |
Perennial Advisors
New York
| USD 5.79 M | +USD 27.1 k | 2 | 0.89% | Aumentadas |
|
| 1993 |
CA
COFG Advisors
Oak Brook,
Illinois
| USD 5.79 M | -USD 428 k | 2 | 1% | Reducidas |
|
| 1994 |
Evercore Wealth Management
New York
| USD 5.78 M | -USD 395 k | 2 | 0.08% | Reducidas |
|
| 1995 |
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 5.76 M | -USD 25.8 k | 2 | 0.47% | Reducidas |
|
| 1996 |
IIL
Income Insurance Ltd
Singapore,
| USD 5.76 M | +USD 60 k | 2 | 3.43% | Aumentadas |
|
| 1997 |
Altshuler Shaham
Tel Aviv,
Israel
| USD 5.75 M | -USD 10 M | 5 | 0.07% | Reducidas |
|
| 1998 |
CWMGO
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 5.75 M | -USD 501 k | 1 | 3.46% | Reducidas |
|
| 1999 |
MCA
McGuire Capital Advisors
Bethany,
Oklahoma
| USD 5.73 M | -USD 996 k | 3 | 3.13% | Reducidas |
|
| 2000 |
Fayez Sarofim & Co
Houston,
Texas
| USD 5.73 M | -USD 238 k | 2 | 0.01% | Reducidas |
|