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 | |
|---|---|---|---|---|---|---|---|
| 101 |
Fidelity International
Hamilton,
Bermuda
| USD 1760 M | -USD 80.4 M | 16 | 1.26% | Reducidas |
|
| 102 |
SG Americas Securities
New York
| USD 1705 M | -USD 529 M | 38 | 0.95% | Reducidas |
|
| 103 |
Situational Awareness
San Francisco,
California
| USD 1681 M | +USD 114 M | 6 | 8.31% | Aumentadas |
|
| 104 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 1679 M | +USD 473 M | 30 | 2.36% | Aumentadas |
|
| 105 |
Nordea Investment Management
Stockholm,
Sweden
| USD 1642 M | +USD 278 M | 16 | 1.34% | Aumentadas |
|
| 106 |
CIBC Bancorp USA
Chicago,
Illinois
| USD 1640 M | -USD 5.49 M | 23 | 1.99% | Reducidas |
|
| 107 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 1632 M | -USD 354 M | 9 | 4.45% | Reducidas |
|
| 108 |
Boston Partners
Boston,
Massachusetts
| USD 1612 M | -USD 533 M | 5 | 1.43% | Reducidas |
|
| 109 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 1596 M | +USD 276 M | 35 | 2.76% | Aumentadas |
|
| 110 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
| USD 1567 M | +USD 15.6 M | 29 | 2.35% | Aumentadas |
|
| 111 |
BAMCO Inc
New York
| USD 1545 M | -USD 217 M | 13 | 2.32% | Reducidas |
|
| 112 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 1529 M | +USD 22.7 M | 39 | 1.41% | Aumentadas |
|
| 113 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 1516 M | +USD 733 M | 49 | 0.12% | Aumentadas |
|
| 114 |
Aberdeen Group
Edinburgh,
United Kingdom
| USD 1503 M | +USD 173 M | 16 | 2.11% | Aumentadas |
|
| 115 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 1477 M | +USD 7.9 M | 15 | 4.23% | Aumentadas |
|
| 116 |
Allianz Asset Management
Munich,
Germany
| USD 1477 M | +USD 71.6 M | 22 | 1.2% | Aumentadas |
|
| 117 |
VH
V3 Holding
Rye,
New York
| USD 1429 M | -USD 63.3 M | 1 | 100% | Reducidas |
|
| 118 |
Universal-Beteiligungs- und Servicegesellschaft
Frankfurt Am Main,
Germany
| USD 1379 M | +USD 17.6 M | 28 | 2.11% | Aumentadas |
|
| 119 |
Duff & Phelps Investment Management
Chicago,
Illinois
| USD 1378 M | +USD 6.13 M | 4 | 13% | Aumentadas |
|
| 120 |
EARNEST Partners
Atlanta,
Georgia
| USD 1362 M | -USD 259 M | 8 | 4.91% | Reducidas |
|
| 121 |
Renaissance Technologies
New York
| USD 1345 M | -USD 70.8 M | 33 | 1.85% | Reducidas |
|
| 122 |
Westfield Capital Management
Boston,
Massachusetts
| USD 1326 M | -USD 625 M | 9 | 4.33% | Reducidas |
|
| 123 |
Allspring Global Investments
Charlotte,
North Carolina
| USD 1233 M | -USD 111 M | 26 | 1.89% | Reducidas |
|
| 124 |
New York State Common Retirement Fund
Albany,
New York
| USD 1229 M | -USD 40.6 M | 40 | 1.55% | Reducidas |
|
| 125 |
Adage Capital Partners
Boston,
Massachusetts
| USD 1200 M | +USD 148 M | 14 | 1.68% | Aumentadas |
|