Fotónica e interconexión óptica
La fotónica transmite datos mediante luz en lugar de electricidad; es la única forma práctica de transportar el tráfico entre racks en un gran clúster de IA. Los transceptores ópticos y la óptica coempaquetada se han convertido en un cuello de botella por sí mismos.
20 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 30.4 mil M | +USD 1352 M | 10 | 0.45% | Aumentadas |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| USD 23.3 mil M | -USD 9533 M | 9 | 1.01% | Reducidas |
|
| 3 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 17.7 mil M | +USD 751 M | 9 | 0.38% | Aumentadas |
|
| 4 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 15.3 mil M | +USD 717 M | 8 | 0.69% | Aumentadas |
|
| 5 |
State Street
Boston,
Massachusetts
| USD 11.9 mil M | +USD 787 M | 10 | 0.35% | Aumentadas |
|
| 6 |
JP Morgan Chase
New York
| USD 10.8 mil M | +USD 1676 M | 11 | 0.6% | Aumentadas |
|
| 7 |
Invesco
Atlanta,
Georgia
| USD 8083 M | +USD 1863 M | 9 | 0.64% | Aumentadas |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| USD 7368 M | -USD 414 M | 10 | 0.39% | Reducidas |
|
| 9 |
Nvidia Corp
Santa Clara,
California
| USD 5282 M | USD 0 | 2 | 8.33% | Mantenido |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 5137 M | -USD 371 M | 8 | 0.51% | Reducidas |
|
| 11 |
Morgan Stanley
New York
| USD 4365 M | +USD 717 M | 13 | 0.23% | Aumentadas |
|
| 12 |
Goldman Sachs
New York
| USD 3540 M | +USD 373 M | 10 | 0.31% | Aumentadas |
|
| 13 |
Norges Bank
Oslo,
Norway
| USD 3431 M | +USD 3301 M | 8 | 0.34% | Nuevas |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| USD 3420 M | +USD 481 M | 9 | 0.22% | Aumentadas |
|
| 15 |
Charles Schwab
San Francisco,
California
| USD 2928 M | +USD 5.47 M | 9 | 0.39% | Aumentadas |
|
| 16 |
Arrowstreet Capital
Boston,
Massachusetts
| USD 2813 M | +USD 1162 M | 7 | 1.25% | Aumentadas |
|
| 17 |
Northern Trust
Chicago,
Illinois
| USD 2391 M | -USD 22.6 M | 10 | 0.28% | Reducidas |
|
| 18 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| USD 2086 M | +USD 100 M | 5 | 1.37% | Aumentadas |
|
| 19 |
VOYA Investment Management
Atlanta,
Georgia
| USD 2066 M | +USD 164 M | 9 | 1.79% | Aumentadas |
|
| 20 |
Point72 Asset Management
Stamford,
Connecticut
| USD 1969 M | -USD 828 M | 7 | 2.17% | Reducidas |
|
| 21 |
Jupiter Topco
New York
| USD 1915 M | +USD 1942 M | 8 | 0.78% | Nuevas |
|
| 22 |
Franklin Resources
San Mateo,
California
| USD 1879 M | +USD 656 M | 8 | 0.41% | Aumentadas |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| USD 1831 M | +USD 316 M | 9 | 0.44% | Aumentadas |
|
| 24 |
Amundi
Paris,
France
| USD 1824 M | +USD 865 M | 9 | 0.44% | Aumentadas |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| USD 1770 M | -USD 73.9 M | 8 | 0.32% | Reducidas |
|