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 | |
|---|---|---|---|---|---|---|---|
| 26 |
GJL
Gendell Jeffrey L
| USD 7622 M | -USD 33.8 M | 2 | 67.32% | Reducidas |
|
| 27 |
UBS AM
Chicago,
Illinois
| USD 7489 M | +USD 1117 M | 35 | 1.36% | Aumentadas |
|
| 28 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 7240 M | -USD 300 M | 19 | 2.3% | Reducidas |
|
| 29 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 6994 M | +USD 37.8 M | 49 | 1.54% | Aumentadas |
|
| 30 |
Bank of New York Mellon
New York
| USD 6870 M | -USD 151 M | 45 | 1.13% | Reducidas |
|
| 31 |
Ameriprise
Minneapolis,
Minnesota
| USD 6833 M | -USD 301 M | 37 | 1.38% | Reducidas |
|
| 32 |
Jupiter Topco
New York
| USD 6674 M | +USD 5793 M | 31 | 2.72% | Nuevas |
|
| 33 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 6474 M | +USD 64.7 M | 46 | 1.88% | Aumentadas |
|
| 34 |
Franklin Resources
San Mateo,
California
| USD 6390 M | -USD 267 M | 35 | 1.38% | Reducidas |
|
| 35 |
AQR Capital Management
Greenwich,
Connecticut
| USD 6158 M | +USD 167 M | 39 | 2.15% | Aumentadas |
|
| 36 |
Coatue Management
New York
| USD 6017 M | +USD 2138 M | 6 | 12.37% | Aumentadas |
|
| 37 |
First Trust Advisors
Wheaton,
Illinois
| USD 5942 M | +USD 107 M | 33 | 3.49% | Aumentadas |
|
| 38 |
Capital World Investors
Los Angeles,
California
| USD 5890 M | -USD 201 M | 13 | 0.7% | Reducidas |
|
| 39 |
Amundi
Paris,
France
| USD 5775 M | +USD 546 M | 32 | 1.39% | Aumentadas |
|
| 40 |
Wells Fargo
San Francisco,
California
| USD 5525 M | +USD 198 M | 53 | 0.9% | Aumentadas |
|
| 41 |
APG Asset Management US
New York
| USD 5455 M | USD 0 | 4 | 38.22% | Mantenido |
|
| 42 |
Raymond James Financial
St Petersburg,
Florida
| USD 5106 M | +USD 98.3 M | 45 | 1.38% | Aumentadas |
|
| 43 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 4796 M | +USD 187 M | 24 | 2.65% | Aumentadas |
|
| 44 |
Capital Research Global Investors
Los Angeles,
California
| USD 4600 M | -USD 549 M | 11 | 0.64% | Reducidas |
|
| 45 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 4531 M | +USD 449 M | 38 | 1.49% | Aumentadas |
|
| 46 |
Jane Street
New York
| USD 4448 M | +USD 2035 M | 47 | 0.37% | Aumentadas |
|
| 47 |
Primecap Management
Pasadena,
California
| USD 3891 M | -USD 246 M | 3 | 2.3% | Reducidas |
|
| 48 |
AllianceBernstein
Nashville,
Tennessee
| USD 3791 M | +USD 453 M | 41 | 1.25% | Aumentadas |
|
| 49 |
American Century Companies
Kansas City,
Missouri
| USD 3551 M | -USD 108 M | 36 | 1.57% | Reducidas |
|
| 50 |
Barclays
London,
United Kingdom
| USD 3542 M | +USD 214 M | 52 | 0.68% | Aumentadas |
|