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 1791 M | +USD 53.5 M | 4 | 0.07% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 1418 M | +USD 248 M | 4 | 0.07% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 783 M | +USD 26.1 M | 4 | 0.07% | Aumentadas |
|
| 4 |
JP Morgan Chase
New York
| USD 632 M | -USD 154 M | 4 | 0.13% | Reducidas |
|
| 5 |
Franklin Resources
San Mateo,
California
| USD 584 M | +USD 62.6 M | 2 | 0.3% | Aumentadas |
|
| 6 |
Trian Fund Management
New York
| USD 441 M | +USD 457 M | 1 | 4.28% | Nuevas |
|
| 7 |
Bank of America
Charlotte,
North Carolina
| USD 428 M | -USD 384 k | 4 | 0.07% | Reducidas |
|
| 8 |
Pzena Investment Management
New York
| USD 420 M | -USD 106 M | 1 | 2.11% | Reducidas |
|
| 9 |
Boston Partners
Boston,
Massachusetts
| USD 376 M | +USD 162 M | 1 | 0.45% | Aumentadas |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| USD 327 M | +USD 30.7 M | 4 | 0.13% | Aumentadas |
|
| 11 |
Third Point
New York
| USD 293 M | -USD 65.3 M | 1 | 2.04% | Reducidas |
|
| 12 |
Harris Associates
Chicago,
Illinois
| USD 286 M | -USD 72.2 M | 1 | 0.46% | Reducidas |
|
| 13 |
Wells Fargo
San Francisco,
California
| USD 274 M | -USD 37.6 M | 4 | 0.08% | Reducidas |
|
| 14 |
Northern Trust
Chicago,
Illinois
| USD 245 M | +USD 23.9 M | 4 | 0.06% | Aumentadas |
|
| 15 |
Bank of New York Mellon
New York
| USD 230 M | -USD 118 M | 4 | 0.06% | Reducidas |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| USD 194 M | +USD 17.6 M | 4 | 0.06% | Aumentadas |
|
| 17 |
ClearBridge Investments
New York
| USD 191 M | +USD 20.4 M | 2 | 0.16% | Aumentadas |
|
| 18 |
Neuberger Berman Group
New York
| USD 190 M | +USD 62.6 M | 3 | 0.21% | Aumentadas |
|
| 19 |
Norges Bank
Oslo,
Norway
| USD 169 M | -USD 27.2 M | 4 | 0.06% | Reducidas |
|
| 20 |
Invesco
Atlanta,
Georgia
| USD 167 M | +USD 77.9 M | 4 | 0.06% | Aumentadas |
|
| 21 |
Iridian Asset Management
Westport,
Connecticut
| USD 163 M | +USD 168 M | 1 | 1.5% | Nuevas |
|
| 22 |
Glenview Capital Management
New York
| USD 160 M | +USD 166 M | 1 | 1.09% | Nuevas |
|
| 23 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 152 M | -USD 14.3 M | 2 | 1.49% | Reducidas |
|
| 24 |
Gates Capital Management
New York
| USD 143 M | +USD 150 M | 1 | 4.03% | Nuevas |
|
| 25 |
AllianceBernstein
Nashville,
Tennessee
| USD 138 M | -USD 17.6 M | 4 | 0.1% | Reducidas |
|