IA china
La IA china abarca a los desarrolladores de modelos, diseñadores de chips y plataformas que construyen una infraestructura de inteligencia artificial en gran medida independiente de los proveedores occidentales. Los controles a las exportaciones han convertido la sustitución por alternativas nacionales en un elemento central de la tesis de inversión.
14 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 276 |
Ninety One (UK)
London,
United Kingdom
| USD 9.13 M | -USD 1.88 M | 1 | 0.02% | Reducidas |
|
| 277 |
AGC
Alden Global Capital
Brandon,
Florida
| USD 9.13 M | +USD 6 M | 1 | 3.35% | Aumentadas |
|
| 278 |
VanEck Associates
New York
| USD 9.09 M | -USD 737 k | 1 | 0.01% | Reducidas |
|
| 279 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 9.07 M | +USD 2.22 M | 3 | 0.01% | Aumentadas |
|
| 280 |
HM
HCEP Management
Hong Kong
| USD 9.02 M | -USD 13.9 M | 1 | 14.7% | Reducidas |
|
| 281 |
JWM
Jessup Wealth Management
Dayton,
Ohio
| USD 8.97 M | +USD 3.81 M | 1 | 2.68% | Aumentadas |
|
| 282 |
CMT Capital Markets Trading
Frankfurt,
Germany
| USD 8.88 M | -USD 3.55 M | 2 | 0.08% | Reducidas |
|
| 283 |
HP
Holowesko Partners
Nassau,
Bahamas
| USD 8.74 M | USD 0 | 1 | 2.21% | Mantenido |
|
| 284 |
Lido Advisors
Los Angeles,
California
| USD 8.57 M | +USD 1.7 M | 1 | 0.02% | Aumentadas |
|
| 285 |
Y-Intercept (HK)
Hong Kong
| USD 8.43 M | +USD 9.09 M | 2 | 0.17% | Aumentadas |
|
| 286 |
Fideuram Asset Management (Ireland)
Dublin 1,
| USD 8.4 M | +USD 8.65 M | 4 | 0.16% | Nuevas |
|
| 287 |
HP
Highlander Partners
Dallas,
Texas
| USD 8.37 M | USD 0 | 1 | 2.81% | Mantenido |
|
| 288 |
DA
DCF Advisers
Greenwich,
Connecticut
| USD 8.36 M | +USD 1.44 k | 2 | 1.48% | Aumentadas |
|
| 289 |
Ramirez Asset Management
New York
| USD 8.35 M | +USD 10 M | 2 | 0.87% | Aumentadas |
|
| 290 |
GHC
Great Hill Capital
New York
| USD 8.33 M | +USD 5.35 M | 2 | 0.19% | Aumentadas |
|
| 291 |
KSCM
Kamunting Street Capital Management
Miami Beach,
Florida
| USD 8.16 M | +USD 1.88 M | 1 | 4.57% | Aumentadas |
|
| 292 |
GF Fund Management
Guangzhou,
China
| USD 8.11 M | +USD 8.79 M | 1 | 0.1% | Aumentadas |
|
| 293 |
Trek Financial
Scottsdale,
Arizona
| USD 8.03 M | +USD 10.5 M | 1 | 0.4% | Nuevas |
|
| 294 |
Harvest Fund Management
Beijing,
China
| USD 7.89 M | -USD 7.52 k | 1 | 0.26% | Reducidas |
|
| 295 |
Vise Technologies
New York
| USD 7.73 M | +USD 63.5 k | 2 | 0.09% | Aumentadas |
|
| 296 |
RIM
Rovida Investment Management
Grand Cayman,
Cayman Islands
| USD 7.68 M | USD 0 | 1 | 0.52% | Mantenido |
|
| 297 |
RWC Asset Management
London,
United Kingdom
| USD 7.56 M | -USD 283 k | 1 | 0.29% | Reducidas |
|
| 298 |
Formidable Asset Management
Cincinnati,
Ohio
| USD 7.5 M | +USD 38.5 k | 1 | 1.19% | Aumentadas |
|
| 299 |
YC
Yarbrough Capital
Franklin,
Tennessee
| USD 7.43 M | -USD 6.22 M | 2 | 0.22% | Reducidas |
|
| 300 |
TCM
Tekne Capital Management
New York
| USD 7.43 M | +USD 8.05 M | 1 | 2.43% | Nuevas |
|