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.
264 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1101 |
KCM Investment Advisors
Greenbrae,
California
| USD 385 M | +USD 1.76 M | 19 | 11.44% | Aumentadas |
|
| 1102 |
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| USD 385 M | -USD 26.8 M | 17 | 12.69% | Reducidas |
|
| 1103 |
Robertson Stephens Wealth Management
San Francisco,
California
| USD 385 M | -USD 3.47 M | 23 | 9.47% | Reducidas |
|
| 1104 |
CastleKnight Management
New York
| USD 384 M | -USD 166 M | 31 | 5.2% | Reducidas |
|
| 1105 |
Meridiem Capital Partners
Dallas,
Texas
| USD 384 M | +USD 166 M | 14 | 17.19% | Aumentadas |
|
| 1106 |
MIP
Ma Investment Partnership
Hillsborough,
California
| USD 383 M | +USD 41.1 M | 6 | 68.17% | Aumentadas |
|
| 1107 |
Silicon Valley Capital Partners
San Jose,
California
| USD 382 M | -USD 19.7 M | 32 | 30.97% | Reducidas |
|
| 1108 |
Saratoga Research & Investment Management
Saratoga,
California
| USD 382 M | -USD 44.6 M | 5 | 20.88% | Reducidas |
|
| 1109 |
Lavaca Capital
Houston,
Texas
| USD 380 M | +USD 51.8 M | 17 | 37.49% | Aumentadas |
|
| 1110 |
Venturi Wealth Management
Austin,
Texas
| USD 379 M | +USD 270 k | 27 | 14.66% | Aumentadas |
|
| 1111 |
Cary Street Partners
Richmond,
Virginia
| USD 378 M | -USD 382 k | 29 | 8.25% | Reducidas |
|
| 1112 |
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 378 M | -USD 20.9 M | 13 | 35.83% | Reducidas |
|
| 1113 |
NIEF
Nalanda India Equity Fund
Mauritius
| USD 377 M | USD 0 | 1 | 100% | Mantenido |
|
| 1114 |
SAM
SP Asset Management
Cupertino,
California
| USD 377 M | -USD 847 k | 15 | 30.21% | Reducidas |
|
| 1115 |
SoftBank Group
Tokyo,
Japan
| USD 376 M | USD 0 | 3 | 2.07% | Mantenido |
|
| 1116 |
Caisse Des Depots Et Consignations
Paris,
France
| USD 376 M | -USD 5.67 M | 16 | 6.36% | Reducidas |
|
| 1117 |
Teewinot Capital Advisers
New York
| USD 375 M | +USD 48.6 M | 5 | 27.16% | Aumentadas |
|
| 1118 |
Fullerton Fund Management
Singapore
| USD 375 M | -USD 81.1 M | 12 | 24.08% | Reducidas |
|
| 1119 |
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 374 M | +USD 9.7 M | 13 | 29.48% | Aumentadas |
|
| 1120 |
Standard Investments
New York
| USD 374 M | +USD 33.7 M | 2 | 19.36% | Aumentadas |
|
| 1121 |
Ostrum Asset Management
Paris,
France
| USD 370 M | +USD 191 k | 27 | 17.83% | Aumentadas |
|
| 1122 |
Ursa Fund Management
Danville,
California
| USD 370 M | +USD 337 M | 4 | 28.91% | Nuevas |
|
| 1123 |
Private Advisory Group
Redmond,
Washington
| USD 370 M | -USD 9.05 M | 22 | 19.95% | Reducidas |
|
| 1124 |
Summitry LLC
Foster City,
California
| USD 369 M | -USD 12.2 M | 18 | 12.15% | Reducidas |
|
| 1125 |
Waycross Partners
Louisville,
Kentucky
| USD 369 M | -USD 8.13 M | 6 | 31.45% | Reducidas |
|