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 | |
|---|---|---|---|---|---|---|---|
| 26 |
Capital World Investors
Los Angeles,
California
| USD 1754 M | -USD 258 M | 4 | 0.21% | Reducidas |
|
| 27 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| USD 1754 M | +USD 69.4 M | 9 | 0.39% | Aumentadas |
|
| 28 |
UBS Group
Zurich,
Switzerland
| USD 1715 M | -USD 1516 M | 12 | 0.22% | Reducidas |
|
| 29 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 1683 M | +USD 323 M | 5 | 0.53% | Aumentadas |
|
| 30 |
D.E. Shaw & Co
New York
| USD 1608 M | +USD 918 M | 7 | 0.76% | Aumentadas |
|
| 31 |
Bank of New York Mellon
New York
| USD 1592 M | -USD 90.2 M | 9 | 0.26% | Reducidas |
|
| 32 |
UBS AM
Chicago,
Illinois
| USD 1586 M | +USD 289 M | 9 | 0.29% | Aumentadas |
|
| 33 |
Legal & General Group
London,
United Kingdom
| USD 1495 M | +USD 390 M | 9 | 0.31% | Aumentadas |
|
| 34 |
American Century Companies
Kansas City,
Missouri
| USD 1474 M | +USD 734 M | 8 | 0.65% | Aumentadas |
|
| 35 |
Capital International Investors
Los Angeles,
California
| USD 1420 M | +USD 1274 M | 1 | 0.29% | Nuevas |
|
| 36 |
Wellington Management Group
Boston,
Massachusetts
| USD 1374 M | -USD 780 M | 7 | 0.24% | Reducidas |
|
| 37 |
Clear Street
New York
| USD 1330 M | +USD 670 M | 10 | 3.36% | Aumentadas |
|
| 38 |
BNP Paribas Financial Markets
Paris,
France
| USD 1323 M | +USD 8.93 M | 9 | 0.46% | Aumentadas |
|
| 39 |
Capital Research Global Investors
Los Angeles,
California
| USD 1281 M | -USD 1352 M | 4 | 0.18% | Reducidas |
|
| 40 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| USD 1264 M | -USD 519 M | 9 | 0.37% | Reducidas |
|
| 41 |
SG Americas Securities
New York
| USD 1259 M | +USD 143 M | 10 | 0.7% | Aumentadas |
|
| 42 |
Polar Capital Holdings
London,
United Kingdom
| USD 1238 M | -USD 809 M | 3 | 2.92% | Reducidas |
|
| 43 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| USD 1213 M | +USD 311 M | 12 | 0.09% | Aumentadas |
|
| 44 |
Jane Street
New York
| USD 1191 M | -USD 483 M | 13 | 0.1% | Reducidas |
|
| 45 |
Barclays
London,
United Kingdom
| USD 1175 M | -USD 248 M | 9 | 0.23% | Reducidas |
|
| 46 |
AQR Capital Management
Greenwich,
Connecticut
| USD 1095 M | +USD 46.9 M | 8 | 0.38% | Aumentadas |
|
| 47 |
VARA
Value Aligned Research Advisors
Princeton,
New Jersey
| USD 1085 M | -USD 509 M | 4 | 2.7% | Reducidas |
|
| 48 |
SRS Investment Management
New York
| USD 1067 M | +USD 342 M | 2 | 9.86% | Aumentadas |
|
| 49 |
BNP Paribas Asset Management
Paris,
France
| USD 1045 M | +USD 249 M | 8 | 1.05% | Aumentadas |
|
| 50 |
Citigroup
New York
| USD 1035 M | -USD 56.5 M | 10 | 0.34% | Reducidas |
|