Inteligencia artificial
La inteligencia artificial abarca a las empresas que desarrollan y venden inteligencia de máquina: los chips que entrenan y ejecutan modelos, las plataformas que los ofrecen y las aplicaciones que los ponen al alcance de los usuarios. Es el tema tecnológico más amplio del mercado y abarca desde fundiciones de silicio hasta software de consumo.
269 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 26 |
Franklin Resources
San Mateo,
California
| USD 11.2 mil M | +USD 974 M | 20 | 6.01% | Aumentadas |
|
| 27 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 10.4 mil M | +USD 162 M | 16 | 5.21% | Aumentadas |
|
| 28 |
Goldman Sachs
New York
| USD 10.1 mil M | -USD 1497 M | 42 | 3.31% | Reducidas |
|
| 29 |
Dodge & Cox
San Francisco,
California
| USD 9979 M | -USD 253 M | 7 | 9.86% | Reducidas |
|
| 30 |
AllianceBernstein
Nashville,
Tennessee
| USD 9411 M | -USD 41.9 M | 35 | 8.1% | Reducidas |
|
| 31 |
Sands Capital Management
Arlington,
Virginia
| USD 9223 M | -USD 581 M | 8 | 28.51% | Reducidas |
|
| 32 |
UBS AM
Chicago,
Illinois
| USD 8718 M | +USD 167 M | 30 | 9.85% | Aumentadas |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 8488 M | +USD 1028 M | 44 | 5.99% | Aumentadas |
|
| 34 |
Janus Henderson Investors US
Denver,
Colorado
| USD 8146 M | +USD 215 M | 24 | 6.92% | Aumentadas |
|
| 35 |
Legal & General Group
London,
United Kingdom
| USD 7433 M | +USD 300 M | 31 | 7.83% | Aumentadas |
|
| 36 |
OppenheimerFunds
New York
| USD 7098 M | -USD 52 M | 27 | 9.31% | Reducidas |
|
| 37 |
American Century Companies
Kansas City,
Missouri
| USD 6582 M | +USD 411 M | 21 | 7.48% | Aumentadas |
|
| 38 |
Viking Global Investors
Stamford,
Connecticut
| USD 6344 M | +USD 217 M | 6 | 26.95% | Aumentadas |
|
| 39 |
BlackRock Advisors
Wilmington,
Delaware
| USD 6161 M | +USD 6.21 M | 43 | 6.26% | Aumentadas |
|
| 40 |
BlackRock Investment Management
Wilmington,
Delaware
| USD 6022 M | +USD 114 M | 44 | 7.62% | Aumentadas |
|
| 41 |
Loomis, Sayles & Company
Boston,
Massachusetts
| USD 5878 M | +USD 358 M | 16 | 15.97% | Aumentadas |
|
| 42 |
Harris Associates
Chicago,
Illinois
| USD 5853 M | -USD 54.5 M | 7 | 11.82% | Reducidas |
|
| 43 |
ClearBridge Investments
New York
| USD 5464 M | -USD 12.7 M | 21 | 6.46% | Reducidas |
|
| 44 |
New York State Common Retirement Fund
Albany,
New York
| USD 5349 M | +USD 153 M | 36 | 7.8% | Aumentadas |
|
| 45 |
Charles Schwab
San Francisco,
California
| USD 5338 M | +USD 183 M | 37 | 6.68% | Aumentadas |
|
| 46 |
Allianz Asset Management
Munich,
Germany
| USD 5237 M | -USD 379 M | 28 | 5.58% | Reducidas |
|
| 47 |
Eagle Capital Management (New York)
New York
| USD 5079 M | -USD 359 M | 6 | 21.82% | Reducidas |
|
| 48 |
Credit Suisse
Zurich,
Switzerland
| USD 5023 M | +USD 190 M | 37 | 5.57% | Aumentadas |
|
| 49 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 5013 M | +USD 150 M | 18 | 8.64% | Aumentadas |
|
| 50 |
Swiss National Bank
Zurich,
Switzerland
| USD 5000 M | +USD 425 M | 31 | 8.09% | Aumentadas |
|