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 | |
|---|---|---|---|---|---|---|---|
| 26 |
Citadel Advisors
Miami,
Florida
| USD 230 M | +USD 48.1 M | 5 | 0.03% | Aumentadas |
|
| 27 |
Millennium Management
New York
| USD 229 M | +USD 117 M | 6 | 0.08% | Aumentadas |
|
| 28 |
Dimensional Fund Advisors
Austin,
Texas
| USD 224 M | -USD 114 M | 3 | 0.04% | Reducidas |
|
| 29 |
ARGA Investment Management
Stamford,
Connecticut
| USD 214 M | +USD 229 M | 2 | 5.45% | Aumentadas |
|
| 30 |
RWWM Inc
Rocklin,
California
| USD 213 M | +USD 6.96 M | 1 | 15.73% | Aumentadas |
|
| 31 |
AMF Tjänstepension
Stockholm,
Sweden
| USD 207 M | -USD 5.77 M | 1 | 1.23% | Reducidas |
|
| 32 |
Wellington Management Group
Boston,
Massachusetts
| USD 202 M | +USD 116 M | 3 | 0.03% | Aumentadas |
|
| 33 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 200 M | +USD 222 M | 5 | 0.14% | Aumentadas |
|
| 34 |
Northern Trust
Chicago,
Illinois
| USD 198 M | -USD 8.23 M | 5 | 0.02% | Reducidas |
|
| 35 |
BNP Paribas Financial Markets
Paris,
France
| USD 195 M | +USD 63 M | 5 | 0.07% | Aumentadas |
|
| 36 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 170 M | +USD 994 k | 2 | 0.21% | Aumentadas |
|
| 37 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 170 M | +USD 36.1 M | 4 | 0.01% | Aumentadas |
|
| 38 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 163 M | +USD 59.3 M | 3 | 0.15% | Aumentadas |
|
| 39 |
SP
SIH Partners
Wilmington,
Delaware
| USD 163 M | -USD 422 M | 2 | 1.02% | Reducidas |
|
| 40 |
Wells Fargo
San Francisco,
California
| USD 155 M | +USD 6.36 M | 4 | 0.03% | Aumentadas |
|
| 41 |
Susquehanna Advisors Group
Bala Cynwyd,
Pennsylvania
| USD 155 M | +USD 203 M | 1 | 2.7% | Nuevas |
|
| 42 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 150 M | +USD 140 M | 1 | 0.95% | Aumentadas |
|
| 43 |
Alyeska Investment Group
Chicago,
Illinois
| USD 138 M | +USD 33 M | 1 | 0.36% | Aumentadas |
|
| 44 |
Farallon Capital Management
San Francisco,
California
| USD 138 M | +USD 94.1 M | 1 | 0.63% | Aumentadas |
|
| 45 |
Holocene Advisors
New York
| USD 137 M | +USD 118 M | 2 | 0.31% | Aumentadas |
|
| 46 |
Jane Street
New York
| USD 135 M | -USD 4.95 M | 2 | 0.01% | Reducidas |
|
| 47 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 133 M | +USD 16.1 M | 3 | 0.38% | Aumentadas |
|
| 48 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 132 M | +USD 94.5 M | 2 | 0.19% | Aumentadas |
|
| 49 |
IMC Chicago
Chicago,
Illinois
| USD 132 M | +USD 116 M | 4 | 0.03% | Aumentadas |
|
| 50 |
A6
Anchor @ 65
Singapore
| USD 131 M | USD 0 | 1 | 37.05% | Mantenido |
|