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 1742 M | +USD 83.7 M | 4 | 0.08% | Aumentadas |
|
| 2 |
BlackRock
New York
| USD 1429 M | +USD 125 M | 4 | 0.07% | Aumentadas |
|
| 3 |
State Street
Boston,
Massachusetts
| USD 940 M | +USD 3.18 M | 4 | 0.09% | Aumentadas |
|
| 4 |
JP Morgan Chase
New York
| USD 603 M | -USD 34.3 M | 4 | 0.14% | Reducidas |
|
| 5 |
Franklin Resources
San Mateo,
California
| USD 494 M | -USD 13.7 M | 2 | 0.3% | Reducidas |
|
| 6 |
Boston Partners
Boston,
Massachusetts
| USD 420 M | +USD 18.4 M | 1 | 0.6% | Aumentadas |
|
| 7 |
Trian Fund Management
New York
| USD 394 M | USD 0 | 1 | 4.27% | Mantenido |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| USD 387 M | -USD 23.5 M | 4 | 0.07% | Reducidas |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| USD 291 M | -USD 2.46 M | 4 | 0.13% | Reducidas |
|
| 10 |
Wells Fargo
San Francisco,
California
| USD 255 M | +USD 4.13 M | 4 | 0.08% | Aumentadas |
|
| 11 |
Pzena Investment Management
New York
| USD 244 M | -USD 149 M | 1 | 1.43% | Reducidas |
|
| 12 |
Northern Trust
Chicago,
Illinois
| USD 232 M | -USD 2.69 M | 4 | 0.07% | Reducidas |
|
| 13 |
Bank of New York Mellon
New York
| USD 203 M | -USD 30 M | 4 | 0.06% | Reducidas |
|
| 14 |
Geode Capital Management
Boston,
Massachusetts
| USD 200 M | +USD 14.5 M | 4 | 0.06% | Aumentadas |
|
| 15 |
Neuberger Berman Group
New York
| USD 163 M | -USD 45.7 M | 3 | 0.23% | Reducidas |
|
| 16 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| USD 162 M | +USD 860 k | 2 | 1.11% | Aumentadas |
|
| 17 |
AllianceBernstein
Nashville,
Tennessee
| USD 161 M | +USD 10.7 M | 4 | 0.12% | Aumentadas |
|
| 18 |
Norges Bank
Oslo,
Norway
| USD 150 M | -USD 5.5 M | 4 | 0.06% | Reducidas |
|
| 19 |
Glenview Capital Management
New York
| USD 150 M | +USD 12.1 M | 1 | 1.45% | Aumentadas |
|
| 20 |
Iridian Asset Management
Westport,
Connecticut
| USD 135 M | -USD 5.96 M | 1 | 1.8% | Reducidas |
|
| 21 |
Wedge Capital Management
Charlotte,
North Carolina
| USD 118 M | -USD 15.1 M | 2 | 1.45% | Reducidas |
|
| 22 |
Capital Advisors Inc
Tulsa,
Oklahoma
| USD 107 M | -USD 3.26 M | 1 | 6.97% | Reducidas |
|
| 23 |
Invesco
Atlanta,
Georgia
| USD 106 M | -USD 33.9 M | 4 | 0.04% | Reducidas |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| USD 106 M | +USD 51 M | 1 | 0.12% | Aumentadas |
|
| 25 |
Sound Shore Management
Greenwich,
Connecticut
| USD 104 M | -USD 8.51 M | 1 | 2.14% | Reducidas |
|