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.
79 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 51 |
VOYA Investment Management
Atlanta,
Georgia
| USD 3314 M | +USD 78.1 M | 36 | 2.87% | Aumentadas |
|
| 52 |
HSBC Holdings
London,
United Kingdom
| USD 3178 M | +USD 207 M | 29 | 1.33% | Aumentadas |
|
| 53 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 3018 M | +USD 198 M | 15 | 7.52% | Aumentadas |
|
| 54 |
Envestnet Asset Management
Chicago,
Illinois
| USD 2896 M | -USD 19.6 M | 37 | 0.68% | Reducidas |
|
| 55 |
Millennium Management
New York
| USD 2894 M | +USD 90.6 M | 48 | 1.05% | Aumentadas |
|
| 56 |
BNP Paribas Financial Markets
Paris,
France
| USD 2879 M | +USD 743 M | 47 | 1% | Aumentadas |
|
| 57 |
Neuberger Berman Group
New York
| USD 2873 M | +USD 64.5 M | 32 | 1.91% | Aumentadas |
|
| 58 |
Swiss National Bank
Zurich,
Switzerland
| USD 2865 M | -USD 85.5 M | 30 | 1.5% | Reducidas |
|
| 59 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 2859 M | -USD 40.7 M | 17 | 1.63% | Reducidas |
|
| 60 |
D.E. Shaw & Co
New York
| USD 2851 M | -USD 55.2 M | 43 | 1.36% | Reducidas |
|
| 61 |
Centersquare Investment Management
Conshohocken,
Pennsylvania
| USD 2840 M | +USD 310 M | 5 | 24.24% | Aumentadas |
|
| 62 |
Citigroup
New York
| USD 2775 M | +USD 216 M | 54 | 0.92% | Aumentadas |
|
| 63 |
Two Sigma Investments
New York
| USD 2683 M | +USD 1130 M | 41 | 1.94% | Aumentadas |
|
| 64 |
Pictet Asset Management
Carouge,
Switzerland
| USD 2675 M | +USD 409 M | 33 | 2.56% | Aumentadas |
|
| 65 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 2646 M | -USD 122 M | 12 | 1.33% | Reducidas |
|
| 66 |
Russell Investments Group
London,
United Kingdom
| USD 2615 M | +USD 65.8 M | 45 | 2.29% | Aumentadas |
|
| 67 |
Dodge & Cox
San Francisco,
California
| USD 2607 M | +USD 90.5 M | 1 | 1.36% | Aumentadas |
|
| 68 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| USD 2563 M | +USD 407 M | 37 | 3.06% | Aumentadas |
|
| 69 |
Citadel Advisors
Miami,
Florida
| USD 2534 M | +USD 224 M | 53 | 0.29% | Aumentadas |
|
| 70 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 2520 M | +USD 182 M | 27 | 3.62% | Aumentadas |
|
| 71 |
Blackstone Inc
New York
| USD 2509 M | +USD 2354 M | 17 | 6.44% | Aumentadas |
|
| 72 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 2503 M | +USD 231 M | 32 | 1.39% | Aumentadas |
|
| 73 |
ClearBridge Investments
New York
| USD 2502 M | -USD 448 M | 15 | 2.07% | Reducidas |
|
| 74 |
Daiwa Securities Group
Tokyo,
Japan
| USD 2479 M | +USD 65.6 M | 19 | 4.84% | Aumentadas |
|
| 75 |
Pershing Square Capital Management
New York
| USD 2448 M | -USD 99.1 M | 1 | 12.58% | Reducidas |
|