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 | |
|---|---|---|---|---|---|---|---|
| 351 |
CPL
Corecam Pte Ltd
Singapore,
| USD 5.49 M | +USD 645 k | 2 | 2.08% | Aumentadas |
|
| 352 |
DV Equities
Chicago,
Illinois
| USD 5.43 M | +USD 6.14 M | 2 | 0.78% | Nuevas |
|
| 353 |
Corient Private Wealth
Miami,
Florida
| USD 5.41 M | -USD 269 k | 3 | 0.01% | Reducidas |
|
| 354 |
WAM
Wilson Asset Management
Sydney,
Australia
| USD 5.34 M | +USD 163 k | 1 | 1.47% | Aumentadas |
|
| 355 |
Limestone Investment Advisors
New York
| USD 5.33 M | +USD 2.25 M | 1 | 0.4% | Aumentadas |
|
| 356 |
EML
Eos Management LP
New York
| USD 5.31 M | USD 0 | 1 | 2.11% | Mantenido |
|
| 357 |
TPW
Turn8 Private Wealth
Pointe Claire,
| USD 5.31 M | -USD 321 k | 2 | 3.54% | Reducidas |
|
| 358 |
Caprock Group
Boise,
Idaho
| USD 5.29 M | +USD 330 k | 2 | 0.1% | Aumentadas |
|
| 359 |
Acadian Asset Management
Boston,
Massachusetts
| USD 5.26 M | +USD 53.6 k | 1 | 0.01% | Aumentadas |
|
| 360 |
FengHe Fund Management
Singapore
| USD 5.23 M | +USD 1.34 M | 1 | 0.5% | Aumentadas |
|
| 361 |
IEQ Capital
Foster City,
California
| USD 5.11 M | -USD 2.76 M | 2 | 0.02% | Reducidas |
|
| 362 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 5.11 M | -USD 1.64 M | 1 | 0% | Reducidas |
|
| 363 |
Oppenheimer & Co
New York
| USD 5.11 M | -USD 1.02 M | 2 | 0.05% | Reducidas |
|
| 364 |
KR Capital LP
New York City,
New York
| USD 5.09 M | +USD 5.52 M | 1 | 0.51% | Nuevas |
|
| 365 |
Quadrant Capital Group
Cincinnati,
Ohio
| USD 5.08 M | +USD 2.22 M | 2 | 0.14% | Aumentadas |
|
| 366 |
BOCHK Asset Management
Hong Kong
| USD 4.99 M | +USD 6.51 M | 1 | 0.79% | Nuevas |
|
| 367 |
Quilter Plc
London,
United Kingdom
| USD 4.98 M | +USD 477 k | 1 | 0.07% | Aumentadas |
|
| 368 |
MMBG Investment Advisors
Miami,
Florida
| USD 4.92 M | +USD 200 k | 1 | 0.39% | Aumentadas |
|
| 369 |
Generali Investments CEE
Prague,
Czech Republic
| USD 4.91 M | +USD 470 k | 2 | 0.23% | Aumentadas |
|
| 370 |
BZWA
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 4.88 M | +USD 24.6 k | 1 | 0.85% | Aumentadas |
|
| 371 |
Kestra Advisory Services
Austin,
Texas
| USD 4.87 M | -USD 2.21 M | 2 | 0.02% | Reducidas |
|
| 372 |
GenTrust
Miami,
Florida
| USD 4.85 M | USD 0 | 1 | 0.19% | Mantenido |
|
| 373 |
QRG Capital Management
Chicago,
Illinois
| USD 4.82 M | +USD 433 k | 2 | 0.04% | Aumentadas |
|
| 374 |
GFI
Global Frontier Investments
Charleston,
South Carolina
| USD 4.8 M | USD 0 | 1 | 0.83% | Mantenido |
|
| 375 |
SL
Siren LLC
Greenwich,
Connecticut
| USD 4.8 M | +USD 6.26 M | 1 | 0.1% | Nuevas |
|