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 | |
|---|---|---|---|---|---|---|---|
| 126 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 1189 M | +USD 105 M | 15 | 1.46% | Aumentadas |
|
| 127 |
HRT Financial
New York
| USD 1189 M | +USD 970 M | 36 | 2.17% | Aumentadas |
|
| 128 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 1188 M | -USD 69.4 M | 7 | 1.88% | Reducidas |
|
| 129 |
Resolution Capital
Sydney, NSW,
Australia
| USD 1178 M | -USD 177 M | 3 | 21.67% | Reducidas |
|
| 130 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 1162 M | -USD 324 M | 10 | 0.76% | Reducidas |
|
| 131 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 1161 M | -USD 214 M | 33 | 2.22% | Reducidas |
|
| 132 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 1159 M | +USD 21.9 M | 18 | 1.85% | Aumentadas |
|
| 133 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 1159 M | -USD 22.6 M | 38 | 0.9% | Reducidas |
|
| 134 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| USD 1155 M | -USD 321 M | 8 | 8.37% | Reducidas |
|
| 135 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 1149 M | -USD 41.8 M | 20 | 1.84% | Reducidas |
|
| 136 |
Marshall Wace
London,
United Kingdom
| USD 1143 M | +USD 256 M | 34 | 0.9% | Aumentadas |
|
| 137 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| USD 1137 M | USD 0 | 15 | 1.92% | Mantenido |
|
| 138 |
First Manhattan
New York
| USD 1110 M | -USD 84.9 M | 9 | 2.83% | Reducidas |
|
| 139 |
Balyasny Asset Management
Chicago,
Illinois
| USD 1110 M | +USD 122 M | 33 | 1.38% | Aumentadas |
|
| 140 |
Natixis Advisors
Boston,
Massachusetts
| USD 1080 M | +USD 98.2 M | 23 | 1.21% | Aumentadas |
|
| 141 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 1077 M | -USD 183 M | 17 | 3.34% | Reducidas |
|
| 142 |
Acadian Asset Management
Boston,
Massachusetts
| USD 1076 M | +USD 359 M | 26 | 1.28% | Aumentadas |
|
| 143 |
Alkeon Capital Management
New York
| USD 1056 M | -USD 43.1 M | 4 | 1.43% | Reducidas |
|
| 144 |
Squarepoint
New York
| USD 1051 M | +USD 236 M | 36 | 1.16% | Aumentadas |
|
| 145 |
Congress Asset Management
Boston,
Massachusetts
| USD 1043 M | -USD 331 M | 12 | 6.42% | Reducidas |
|
| 146 |
Nomura Asset Management
Tokyo,
Japan
| USD 998 M | -USD 139 M | 17 | 2.14% | Reducidas |
|
| 147 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 996 M | +USD 131 M | 16 | 1.51% | Aumentadas |
|
| 148 |
Driehaus Capital Management
Chicago,
Illinois
| USD 996 M | +USD 75 M | 20 | 5.77% | Aumentadas |
|
| 149 |
Lazard Asset Management
New York
| USD 982 M | +USD 11.7 M | 32 | 1.49% | Aumentadas |
|
| 150 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| USD 969 M | -USD 71.7 M | 8 | 0.88% | Reducidas |
|