Centros de datos e infraestructura digital
Los centros de datos y la infraestructura digital abarcan los edificios, la energía y la refrigeración que hacen funcionar los sistemas de cómputo. La demanda de inteligencia artificial ha convertido un negocio estable de bienes raíces y servicios públicos en una carrera por la capacidad, limitada por la disponibilidad de electricidad y terrenos.
78 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 107 mil M | -USD 425 M | 57 | 1.59% | Reducidas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 68.5 mil M | +USD 1818 M | 49 | 1.46% | Aumentadas |
|
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 54.4 mil M | +USD 715 M | 42 | 2.45% | Aumentadas |
|
| 4 |
State Street
Boston,
Massachusetts
| USD 50.3 mil M | +USD 1474 M | 50 | 1.49% | Aumentadas |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| USD 34.8 mil M | +USD 1277 M | 48 | 1.51% | Aumentadas |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| USD 28.8 mil M | -USD 609 M | 56 | 1.53% | Reducidas |
|
| 7 |
JP Morgan Chase
New York
| USD 23.9 mil M | +USD 314 M | 59 | 1.32% | Aumentadas |
|
| 8 |
Morgan Stanley
New York
| USD 20.3 mil M | +USD 1730 M | 65 | 1.08% | Aumentadas |
|
| 9 |
Norges Bank
Oslo,
Norway
| USD 17.1 mil M | +USD 17.1 mil M | 28 | 1.71% | Nuevas |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| USD 17 mil M | +USD 357 M | 51 | 1.1% | Aumentadas |
|
| 11 |
Invesco
Atlanta,
Georgia
| USD 16.6 mil M | -USD 1112 M | 46 | 1.31% | Reducidas |
|
| 12 |
Advent International
Boston,
Massachusetts
| USD 13.3 mil M | +USD 11.9 mil M | 2 | 75.19% | Aumentadas |
|
| 13 |
Cohen & Steers
New York
| USD 12.5 mil M | -USD 704 M | 6 | 19.77% | Reducidas |
|
| 14 |
Goldman Sachs
New York
| USD 12.4 mil M | +USD 1581 M | 50 | 1.08% | Aumentadas |
|
| 15 |
Northern Trust
Chicago,
Illinois
| USD 12.2 mil M | -USD 29.6 M | 49 | 1.42% | Reducidas |
|
| 16 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 12.2 mil M | +USD 1219 M | 42 | 1.22% | Aumentadas |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| USD 11.5 mil M | -USD 35.7 M | 28 | 1.98% | Reducidas |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 10.3 mil M | +USD 360 M | 55 | 1.53% | Aumentadas |
|
| 19 |
Charles Schwab
San Francisco,
California
| USD 10.3 mil M | +USD 381 M | 42 | 1.37% | Aumentadas |
|
| 20 |
Dimensional Fund Advisors
Austin,
Texas
| USD 9837 M | -USD 561 M | 36 | 1.78% | Reducidas |
|
| 21 |
UBS Group
Zurich,
Switzerland
| USD 9629 M | -USD 694 M | 65 | 1.22% | Reducidas |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| USD 9027 M | +USD 348 M | 45 | 2.15% | Aumentadas |
|
| 23 |
Principal Financial Group
Des Moines,
Iowa
| USD 8851 M | -USD 674 M | 28 | 4.35% | Reducidas |
|
| 24 |
Legal & General Group
London,
United Kingdom
| USD 7843 M | -USD 78.5 M | 47 | 1.64% | Reducidas |
|
| 25 |
Partners Value Investments
Hamilton,
Bermuda
| USD 7726 M | USD 0 | 1 | 78.87% | Mantenido |
|