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 | |
|---|---|---|---|---|---|---|---|
| 201 |
TimesSquare Capital Management
New York
| USD 592 M | -USD 27.2 M | 7 | 8.71% | Reducidas |
|
| 202 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 592 M | -USD 19 M | 13 | 2.21% | Reducidas |
|
| 203 |
William Blair Investment Management
Chicago,
Illinois
| USD 586 M | +USD 23.9 M | 7 | 1.76% | Aumentadas |
|
| 204 |
AGF Management
Toronto,
Ontario, Canada
| USD 585 M | +USD 232 M | 12 | 2.27% | Aumentadas |
|
| 205 |
Markel Group
Glen Allen,
Virginia
| USD 583 M | USD 0 | 2 | 4.44% | Mantenido |
|
| 206 |
Fisher Asset Management
Camas,
Washington
| USD 582 M | -USD 10.8 M | 15 | 0.17% | Reducidas |
|
| 207 |
HighTower Advisors
Chicago,
Illinois
| USD 569 M | +USD 34.5 M | 38 | 0.55% | Aumentadas |
|
| 208 |
Temasek Holdings
Singapore
| USD 563 M | +USD 157 M | 4 | 1.51% | Aumentadas |
|
| 209 |
Summit Partners Public Asset Management
Boston,
Massachusetts
| USD 561 M | +USD 152 M | 12 | 9.86% | Aumentadas |
|
| 210 |
Credit Agricole
Montrouge Cedex,
France
| USD 561 M | +USD 122 M | 25 | 1.14% | Aumentadas |
|
| 211 |
Baird Financial Group
Milwaukee,
Wisconsin
| USD 552 M | +USD 17.5 M | 24 | 0.76% | Aumentadas |
|
| 212 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 549 M | -USD 53.8 M | 27 | 1.2% | Reducidas |
|
| 213 |
Woodline Partners
San Francisco,
California
| USD 547 M | -USD 57.6 M | 16 | 1.69% | Reducidas |
|
| 214 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
| USD 541 M | +USD 51.5 M | 4 | 1.95% | Aumentadas |
|
| 215 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 540 M | +USD 87.7 M | 24 | 1.39% | Aumentadas |
|
| 216 |
Panagora Asset Management
Boston,
Massachusetts
| USD 534 M | -USD 11.2 M | 16 | 1.64% | Reducidas |
|
| 217 |
Bank Julius Baer & Co
Zurich,
Switzerland
| USD 533 M | +USD 218 M | 17 | 1.38% | Aumentadas |
|
| 218 |
Osaic Holdings
Scottsdale,
Arizona
| USD 529 M | +USD 13.9 M | 57 | 0.62% | Aumentadas |
|
| 219 |
Nomura Holdings
Tokyo,
Japan
| USD 526 M | +USD 87.3 M | 25 | 0.62% | Aumentadas |
|
| 220 |
APG Asset Management
Amsterdam,
Netherlands
| USD 525 M | +USD 147 M | 12 | 1.29% | Aumentadas |
|
| 221 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 517 M | +USD 61.8 M | 27 | 0.76% | Aumentadas |
|
| 222 |
AKRE Capital Management
Middleburg,
Virginia
| USD 516 M | -USD 219 M | 1 | 10.08% | Reducidas |
|
| 223 |
TCW Group
Los Angeles,
California
| USD 516 M | -USD 71.7 M | 15 | 3.47% | Reducidas |
|
| 224 |
Lasalle Investment Management Securities
Baltimore,
Maryland
| USD 510 M | -USD 27.3 M | 3 | 18.14% | Reducidas |
|
| 225 |
Fred Alger Management
New York
| USD 510 M | +USD 99 M | 18 | 1.7% | Aumentadas |
|