Refrigeración líquida
La refrigeración líquida sustituye el aire por un líquido para disipar el calor de los racks densos de aceleradores que el aire ya no puede enfriar. Ha pasado de ser una técnica de nicho a convertirse en un requisito para incorporar nueva capacidad de IA.
9 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 51 |
Robeco Schweiz
Zurich,
Switzerland
| USD 274 M | +USD 3.13 M | 2 | 4.4% | Aumentadas |
|
| 52 |
William Blair & Company
Chicago,
Illinois
| USD 269 M | +USD 3.6 M | 4 | 0.7% | Aumentadas |
|
| 53 |
Johnson Investment Counsel
Cincinnati,
Ohio
| USD 263 M | -USD 19.8 M | 2 | 1.92% | Reducidas |
|
| 54 |
Jennison Associates
New York
| USD 260 M | +USD 239 M | 2 | 0.16% | Nuevas |
|
| 55 |
Balyasny Asset Management
Chicago,
Illinois
| USD 257 M | -USD 168 M | 4 | 0.32% | Reducidas |
|
| 56 |
William Blair Investment Management
Chicago,
Illinois
| USD 256 M | -USD 18.1 M | 3 | 0.77% | Reducidas |
|
| 57 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
| USD 234 M | -USD 115 M | 4 | 0.35% | Reducidas |
|
| 58 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
| USD 234 M | -USD 20 M | 2 | 1.28% | Reducidas |
|
| 59 |
Swedbank
Stockholm,
Sweden
| USD 228 M | +USD 47.5 M | 4 | 0.2% | Aumentadas |
|
| 60 |
Woodline Partners
San Francisco,
California
| USD 227 M | -USD 59.7 M | 2 | 0.7% | Reducidas |
|
| 61 |
HSBC Holdings
London,
United Kingdom
| USD 223 M | +USD 12.6 M | 4 | 0.09% | Aumentadas |
|
| 62 |
Boston Partners
Boston,
Massachusetts
| USD 218 M | +USD 37.5 M | 1 | 0.19% | Aumentadas |
|
| 63 |
AllianceBernstein
Nashville,
Tennessee
| USD 216 M | +USD 12.2 M | 6 | 0.07% | Aumentadas |
|
| 64 |
Alkeon Capital Management
New York
| USD 206 M | +USD 190 M | 1 | 0.28% | Nuevas |
|
| 65 |
Vontobel Holding
Zurich,
Switzerland
| USD 195 M | +USD 111 M | 3 | 0.62% | Aumentadas |
|
| 66 |
Cincinnati Financial Corp
Fairfield,
Ohio
| USD 189 M | USD 0 | 1 | 3.62% | Mantenido |
|
| 67 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 189 M | -USD 16 M | 7 | 0.03% | Reducidas |
|
| 68 |
SG Americas Securities
New York
| USD 188 M | +USD 96.7 M | 6 | 0.11% | Aumentadas |
|
| 69 |
Envestnet Asset Management
Chicago,
Illinois
| USD 186 M | -USD 12.9 M | 4 | 0.04% | Reducidas |
|
| 70 |
Swiss National Bank
Zurich,
Switzerland
| USD 185 M | -USD 2.84 M | 4 | 0.1% | Reducidas |
|
| 71 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 181 M | -USD 28.6 M | 4 | 0.26% | Reducidas |
|
| 72 |
Commerce Bank
Kansas City,
Missouri
| USD 176 M | -USD 22 M | 3 | 0.77% | Reducidas |
|
| 73 |
D.E. Shaw & Co
New York
| USD 174 M | +USD 60.9 M | 4 | 0.08% | Aumentadas |
|
| 74 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 172 M | -USD 3.53 M | 6 | 0.13% | Reducidas |
|
| 75 |
ProShare Advisors
Bethesda,
Maryland
| USD 170 M | -USD 14.9 M | 3 | 0.25% | Reducidas |
|