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 | |
|---|---|---|---|---|---|---|---|
| 2001 |
MTC
McDaniel Terry & Co
Austin,
Texas
| USD 125 M | +USD 101 k | 9 | 9.77% | Aumentadas |
|
| 2002 |
Sepio Capital
Salt Lake City,
Utah
| USD 125 M | -USD 18.5 M | 20 | 6.28% | Reducidas |
|
| 2003 |
Burling Wealth Partners
Chicago,
Illinois
| USD 125 M | -USD 103 k | 14 | 18.28% | Reducidas |
|
| 2004 |
CC
Cornerstone Capital
Palo Alto,
California
| USD 125 M | -USD 277 k | 8 | 11.16% | Reducidas |
|
| 2005 |
City of London Investment Management
London,
United Kingdom
| USD 125 M | -USD 7.04 M | 3 | 7.5% | Reducidas |
|
| 2006 |
Bath Savings Trust
Bath,
Maine
| USD 125 M | +USD 2.2 M | 12 | 12.91% | Aumentadas |
|
| 2007 |
TC
TTRF Capital
Nicosia,
| USD 124 M | +USD 104 M | 5 | 82.08% | Nuevas |
|
| 2008 |
SAS
Stelac Advisory Services
New York
| USD 124 M | +USD 3.52 M | 16 | 23.2% | Aumentadas |
|
| 2009 |
L & S Advisors
Los Angeles,
California
| USD 124 M | -USD 18.2 M | 16 | 12.86% | Reducidas |
|
| 2010 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
| USD 124 M | -USD 1.62 M | 9 | 25.4% | Reducidas |
|
| 2011 |
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| USD 124 M | -USD 5.18 M | 21 | 31.89% | Reducidas |
|
| 2012 |
LA
LM Advisors
San Diego,
California
| USD 124 M | +USD 104 M | 19 | 14.31% | Aumentadas |
|
| 2013 |
Valiant Capital Management
San Francisco,
California
| USD 124 M | -USD 24.6 M | 4 | 5% | Reducidas |
|
| 2014 |
BA
Birinyi Associates
Westport,
Connecticut
| USD 124 M | -USD 5.28 M | 13 | 29.29% | Reducidas |
|
| 2015 |
FIM
FWL Investment Management
Dallas,
Texas
| USD 124 M | -USD 3.89 M | 23 | 22.71% | Reducidas |
|
| 2016 |
Asset One Wealth Management
Bellevue,
Washington
| USD 124 M | +USD 5.08 M | 15 | 13.04% | Aumentadas |
|
| 2017 |
Compass Financial Management
Tampa,
Florida
| USD 124 M | +USD 117 M | 46 | 14.9% | Nuevas |
|
| 2018 |
PWM
Positano Wealth Management
Hong Kong,
| USD 123 M | +USD 5.72 M | 9 | 66.46% | Aumentadas |
|
| 2019 |
RSVP
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 123 M | +USD 1.93 M | 6 | 21.8% | Aumentadas |
|
| 2020 |
Northside Capital Management
Hood River,
Oregon
| USD 123 M | +USD 1.87 M | 10 | 10.03% | Aumentadas |
|
| 2021 |
Managed Asset Portfolios
Rochester,
Michigan
| USD 122 M | +USD 382 k | 4 | 14% | Aumentadas |
|
| 2022 |
LWM
Long Walk Management
Greenwich,
Connecticut
| USD 122 M | +USD 21.6 M | 4 | 27.75% | Aumentadas |
|
| 2023 |
Punch & Associates Investment Management
Edina,
Minnesota
| USD 122 M | +USD 13.8 M | 6 | 6.04% | Aumentadas |
|
| 2024 |
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 122 M | -USD 3.05 M | 5 | 15.91% | Reducidas |
|
| 2025 |
WP
Wedgewood Partners
St Louis,
Missouri
| USD 122 M | +USD 2.59 M | 3 | 25.17% | Aumentadas |
|