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 | |
|---|---|---|---|---|---|---|---|
| 801 |
Greenlea Lane Capital Management
Weston,
Connecticut
| USD 59.3 M | USD 0 | 1 | 16.29% | Mantenido |
|
| 802 |
Oversea-Chinese Banking Corp (OCBC)
Singapore
| USD 59.2 M | -USD 3.26 M | 7 | 1.27% | Reducidas |
|
| 803 |
Intrinsic Edge Capital Management
Chicago,
Illinois
| USD 59.2 M | -USD 5.3 M | 5 | 6.12% | Reducidas |
|
| 804 |
Brown Brothers Harriman & Co
New York
| USD 59.1 M | +USD 19.6 M | 22 | 0.26% | Aumentadas |
|
| 805 |
VHMC
Value Holdings Management Company
Hampton Bays,
New York
| USD 58.9 M | USD 0 | 1 | 9.85% | Mantenido |
|
| 806 |
Oribel Capital Management
New York
| USD 58.8 M | -USD 43 M | 1 | 1.78% | Reducidas |
|
| 807 |
Delta Asset Management
Memphis,
Tennessee
| USD 58.6 M | -USD 644 k | 7 | 5.07% | Reducidas |
|
| 808 |
Van Berkom & Associates
Montreal,
Quebec, Canada
| USD 58.5 M | -USD 38.7 M | 1 | 1.88% | Reducidas |
|
| 809 |
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| USD 58.3 M | -USD 2.68 M | 1 | 2.28% | Reducidas |
|
| 810 |
Westchester Capital Management (New York)
Valhalla,
New York
| USD 58.3 M | +USD 7.68 M | 1 | 2.86% | Aumentadas |
|
| 811 |
Simplex Trading
Chicago,
Illinois
| USD 58.3 M | +USD 4.89 M | 34 | 0.03% | Aumentadas |
|
| 812 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 58.2 M | -USD 542 k | 13 | 1.36% | Reducidas |
|
| 813 |
Blue Door Asset Management
Stamford,
Connecticut
| USD 57.8 M | -USD 7.76 M | 1 | 27.21% | Reducidas |
|
| 814 |
Savant Capital
Rockford,
Illinois
| USD 57.8 M | +USD 33.2 M | 25 | 0.17% | Aumentadas |
|
| 815 |
Hodges Capital Management
Dallas,
Texas
| USD 57.6 M | -USD 7.56 M | 2 | 3.81% | Reducidas |
|
| 816 |
Pacific Heights Asset Management
San Francisco,
California
| USD 57.4 M | USD 0 | 2 | 1.82% | Mantenido |
|
| 817 |
Kinetic Partners Management
Miami,
Florida
| USD 57.4 M | +USD 42.9 M | 1 | 1.37% | Nuevas |
|
| 818 |
Soma Equity Partners
San Francisco,
California
| USD 57.3 M | +USD 65.2 M | 1 | 3.99% | Nuevas |
|
| 819 |
MC
Maplelane Capital
New York
| USD 57.3 M | +USD 111 k | 4 | 1.04% | Aumentadas |
|
| 820 |
CA
Cornerstone Advisors
Asheville,
North Carolina
| USD 57.3 M | -USD 17.8 M | 4 | 1.89% | Reducidas |
|
| 821 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 57.1 M | -USD 318 k | 16 | 0.55% | Reducidas |
|
| 822 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 56.8 M | -USD 6.9 M | 3 | 0.29% | Reducidas |
|
| 823 |
Tremblant Capital Group
West Palm Beach,
Florida
| USD 55.8 M | -USD 988 k | 1 | 1.6% | Reducidas |
|
| 824 |
American Capital Management
New York
| USD 55.7 M | +USD 10.9 M | 2 | 2.5% | Aumentadas |
|
| 825 |
BPIM
Brant Point Investment Management
New York
| USD 55.7 M | -USD 6.12 M | 5 | 6.85% | Reducidas |
|