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 2052 M | -USD 26.7 M | 4 | 0.08% | Reducidas |
|
| 2 |
BlackRock
New York
| USD 1606 M | -USD 12.3 M | 4 | 0.07% | Reducidas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 1151 M | +USD 229 M | 4 | 0.09% | Aumentadas |
|
| 4 |
JP Morgan Chase
New York
| USD 789 M | +USD 23.9 M | 4 | 0.15% | Aumentadas |
|
| 5 |
Franklin Resources
San Mateo,
California
| USD 626 M | -USD 56.1 M | 2 | 0.31% | Reducidas |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| USD 506 M | -USD 6.2 M | 4 | 0.08% | Reducidas |
|
| 7 |
Boston Partners
Boston,
Massachusetts
| USD 504 M | +USD 45.9 M | 1 | 0.59% | Aumentadas |
|
| 8 |
Trian Fund Management
New York
| USD 477 M | USD 0 | 1 | 4.61% | Mantenido |
|
| 9 |
Pzena Investment Management
New York
| USD 467 M | -USD 38.7 M | 1 | 2.27% | Reducidas |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| USD 358 M | +USD 4.15 M | 4 | 0.14% | Aumentadas |
|
| 11 |
Third Point
New York
| USD 354 M | USD 0 | 1 | 2.48% | Mantenido |
|
| 12 |
Wells Fargo
San Francisco,
California
| USD 310 M | -USD 16.1 M | 4 | 0.09% | Reducidas |
|
| 13 |
Northern Trust
Chicago,
Illinois
| USD 289 M | +USD 4.8 M | 4 | 0.07% | Aumentadas |
|
| 14 |
Bank of New York Mellon
New York
| USD 282 M | +USD 11.2 M | 4 | 0.07% | Aumentadas |
|
| 15 |
Harris Associates
Chicago,
Illinois
| USD 281 M | -USD 61.2 M | 1 | 0.44% | Reducidas |
|
| 16 |
Neuberger Berman Group
New York
| USD 231 M | +USD 9.9 M | 3 | 0.26% | Aumentadas |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| USD 230 M | +USD 4.73 M | 4 | 0.06% | Aumentadas |
|
| 18 |
Norges Bank
Oslo,
Norway
| USD 191 M | -USD 1.12 M | 4 | 0.06% | Reducidas |
|
| 19 |
AllianceBernstein
Nashville,
Tennessee
| USD 189 M | +USD 21.2 M | 4 | 0.12% | Aumentadas |
|
| 20 |
Goldman Sachs
New York
| USD 182 M | +USD 61 M | 4 | 0.05% | Aumentadas |
|
| 21 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 174 M | +USD 37 M | 2 | 1.01% | Aumentadas |
|
| 22 |
Iridian Asset Management
Westport,
Connecticut
| USD 169 M | -USD 6.53 M | 1 | 1.7% | Reducidas |
|
| 23 |
Invesco
Atlanta,
Georgia
| USD 168 M | -USD 21.2 M | 4 | 0.05% | Reducidas |
|
| 24 |
Glenview Capital Management
New York
| USD 167 M | -USD 5.75 M | 1 | 1.06% | Reducidas |
|
| 25 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 165 M | -USD 10 M | 2 | 1.58% | Reducidas |
|