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 | |
|---|---|---|---|---|---|---|---|
| 401 |
Massar Capital Management
Stamford,
Connecticut
| USD 4.06 M | -USD 1.15 M | 1 | 0.4% | Reducidas |
|
| 402 |
CAM
Chou Associates Management
Toronto,
Ontario, Canada
| USD 4.02 M | USD 0 | 1 | 1.86% | Mantenido |
|
| 403 |
Focus Partners Wealth
Boston,
Massachusetts
| USD 3.94 M | +USD 221 k | 3 | 0% | Aumentadas |
|
| 404 |
Integrated Wealth Concepts
Waltham,
Massachusetts
| USD 3.93 M | -USD 523 k | 2 | 0.03% | Reducidas |
|
| 405 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 3.88 M | -USD 419 k | 2 | 0.07% | Reducidas |
|
| 406 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 3.87 M | -USD 8.52 k | 1 | 0.03% | Reducidas |
|
| 407 |
AIIMS
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| USD 3.87 M | USD 0 | 1 | 0.09% | Mantenido |
|
| 408 |
HLAM
Hidden Lake Asset Management
New York
| USD 3.85 M | +USD 5.02 M | 1 | 1.16% | Nuevas |
|
| 409 |
EULAV Asset Management
Sarasota,
Florida
| USD 3.84 M | USD 0 | 1 | 0.12% | Mantenido |
|
| 410 |
Sanctuary Advisors
Indianapolis,
Indiana
| USD 3.81 M | -USD 2.21 M | 1 | 0.02% | Reducidas |
|
| 411 |
Caitong International Asset Management
Hong Kong
| USD 3.79 M | +USD 4.81 M | 5 | 0.52% | Aumentadas |
|
| 412 |
PCM
Poehling Capital Management
Madison,
Wisconsin
| USD 3.77 M | +USD 82.9 k | 1 | 0.81% | Aumentadas |
|
| 413 |
Aperture Investors
New York
| USD 3.69 M | USD 0 | 1 | 0.33% | Mantenido |
|
| 414 |
Panagora Asset Management
Boston,
Massachusetts
| USD 3.68 M | -USD 148 k | 2 | 0.01% | Reducidas |
|
| 415 |
IAIM
International Assets Investment Management
Orlando,
Florida
| USD 3.67 M | +USD 755 k | 2 | 0.22% | Aumentadas |
|
| 416 |
FFL
Future Fund LLC
Chicago,
Illinois
| USD 3.66 M | +USD 688 k | 2 | 1.05% | Aumentadas |
|
| 417 |
Belpointe Asset Management
Reno,
Nevada
| USD 3.66 M | +USD 436 k | 2 | 0.12% | Aumentadas |
|
| 418 |
Gradient Investments
Arden Hills,
Minnesota
| USD 3.66 M | +USD 520 k | 1 | 0.05% | Aumentadas |
|
| 419 |
SeaBridge Investment Advisors
Summit,
New Jersey
| USD 3.66 M | -USD 43 k | 1 | 0.53% | Reducidas |
|
| 420 |
SBI Securities
Tokyo,
Japan
| USD 3.65 M | +USD 726 k | 6 | 0.08% | Aumentadas |
|
| 421 |
Cresset Asset Management
Chicago,
Illinois
| USD 3.64 M | +USD 964 k | 4 | 0.01% | Aumentadas |
|
| 422 |
PCM
Ping Capital Management
New York
| USD 3.64 M | +USD 562 k | 2 | 0.91% | Aumentadas |
|
| 423 |
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 3.63 M | +USD 4.01 M | 2 | 0.18% | Aumentadas |
|
| 424 |
Insigneo Advisory Services
Miami,
Florida
| USD 3.63 M | +USD 1.18 M | 2 | 0.14% | Aumentadas |
|
| 425 |
Pekin Hardy Strauss
Chicago,
Illinois
| USD 3.59 M | +USD 1.88 M | 2 | 0.32% | Aumentadas |
|