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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| USD 844 M | -USD 151 M | 3 | 0.07% | Reducidas |
|
| 2 |
State Street
Boston,
Massachusetts
| USD 776 M | -USD 122 M | 3 | 0.09% | Reducidas |
|
| 3 |
Harris Associates
Chicago,
Illinois
| USD 609 M | -USD 131 M | 1 | 1.09% | Reducidas |
|
| 4 |
Franklin Resources
San Mateo,
California
| USD 523 M | -USD 92.7 M | 1 | 0.25% | Reducidas |
|
| 5 |
Boston Partners
Boston,
Massachusetts
| USD 417 M | -USD 102 M | 1 | 0.76% | Reducidas |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| USD 403 M | -USD 69.1 M | 3 | 0.07% | Reducidas |
|
| 7 |
Bank of New York Mellon
New York
| USD 341 M | -USD 47.3 M | 3 | 0.09% | Reducidas |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| USD 312 M | -USD 41.2 M | 1 | 0.11% | Reducidas |
|
| 9 |
Wellington Management Group
Boston,
Massachusetts
| USD 305 M | -USD 84.8 M | 2 | 0.08% | Reducidas |
|
| 10 |
Janus Henderson Investors US
Denver,
Colorado
| USD 268 M | -USD 42 M | 1 | 0.25% | Reducidas |
|
| 11 |
Williams Jones & Associates
New York
| USD 248 M | +USD 93.6 M | 1 | 5.01% | Aumentadas |
|
| 12 |
BlackRock Fund Advisors
San Francisco,
California
| USD 235 M | -USD 34.2 M | 3 | 0.07% | Reducidas |
|
| 13 |
Northern Trust
Chicago,
Illinois
| USD 227 M | -USD 51.1 M | 3 | 0.07% | Reducidas |
|
| 14 |
Diamond Hill Capital Management
Columbus,
Ohio
| USD 225 M | -USD 14.1 M | 1 | 1.92% | Reducidas |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| USD 198 M | -USD 60.2 M | 3 | 0.07% | Reducidas |
|
| 16 |
Ameriprise
Minneapolis,
Minnesota
| USD 183 M | -USD 80.8 M | 3 | 0.11% | Reducidas |
|
| 17 |
JP Morgan Chase
New York
| USD 181 M | -USD 21.1 M | 3 | 0.05% | Reducidas |
|
| 18 |
General Electric
Evendale,
Ohio
| USD 171 M | -USD 86 M | 1 | 0.8% | Reducidas |
|
| 19 |
Gates Capital Management
New York
| USD 167 M | +USD 157 M | 1 | 4.91% | Nuevas |
|
| 20 |
Neuberger Berman Group
New York
| USD 141 M | -USD 3.97 M | 2 | 0.14% | Reducidas |
|
| 21 |
Vulcan Value Partners
Birmingham,
Alabama
| USD 123 M | +USD 992 k | 1 | 2.18% | Aumentadas |
|
| 22 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 115 M | -USD 2.27 M | 3 | 0.08% | Reducidas |
|
| 23 |
Beck Mack & Oliver
New York
| USD 115 M | -USD 20 M | 1 | 2.68% | Reducidas |
|
| 24 |
Wells Fargo
San Francisco,
California
| USD 112 M | +USD 4.51 M | 3 | 0.05% | Aumentadas |
|
| 25 |
Invesco
Atlanta,
Georgia
| USD 111 M | -USD 26.4 M | 3 | 0.04% | Reducidas |
|