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 | |
|---|---|---|---|---|---|---|---|
| 501 |
MM
M37 Management
Menlo Park,
California
| USD 25.7 M | +USD 8.92 M | 1 | 4.48% | Aumentadas |
|
| 502 |
Optiver Holding
Amsterdam,
Netherlands
| USD 25.7 M | +USD 24.9 M | 4 | 0.01% | Aumentadas |
|
| 503 |
MAM
Maytree Asset Management
Hong Kong
| USD 25.5 M | -USD 26.1 M | 7 | 16.55% | Reducidas |
|
| 504 |
Valiant Capital Management
San Francisco,
California
| USD 25.4 M | USD 0 | 1 | 1.02% | Mantenido |
|
| 505 |
Robinhood Asset Management
Menlo Park,
California
| USD 25.1 M | +USD 20.4 M | 2 | 1.34% | Nuevas |
|
| 506 |
Navellier & Associates
Reno,
Nevada
| USD 25 M | +USD 3.19 M | 3 | 1.98% | Aumentadas |
|
| 507 |
Advisors Asset Management
Monument,
Colorado
| USD 24.7 M | +USD 2.47 M | 6 | 0.38% | Aumentadas |
|
| 508 |
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| USD 24.6 M | +USD 2.27 M | 3 | 0.12% | Aumentadas |
|
| 509 |
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
| USD 24.5 M | -USD 6.98 M | 1 | 0.19% | Reducidas |
|
| 510 |
KM
KP Management
Edina,
Minnesota
| USD 24.4 M | -USD 8 M | 3 | 4.6% | Reducidas |
|
| 511 |
Bienville Capital Management
New York
| USD 24.3 M | -USD 10.5 M | 3 | 3.23% | Reducidas |
|
| 512 |
OP Asset Management
Helsinki,
| USD 24.2 M | -USD 5.6 M | 6 | 0.26% | Reducidas |
|
| 513 |
FCM
FirstWave Capital Management
Miami,
Florida
| USD 24.2 M | +USD 6.5 M | 4 | 10.67% | Aumentadas |
|
| 514 |
State of Alaska Department of Revenue
Juneau,
Alaska
| USD 24 M | +USD 8.72 k | 6 | 0.24% | Aumentadas |
|
| 515 |
Dai-ichi Life Insurance Company
Tokyo,
Japan
| USD 23.8 M | +USD 18.1 M | 4 | 0.56% | Aumentadas |
|
| 516 |
Stratos Wealth Partners
Beachwood,
Ohio
| USD 23.8 M | +USD 2.39 M | 5 | 0.24% | Aumentadas |
|
| 517 |
Cantor Fitzgerald
New York
| USD 23.7 M | +USD 22.1 M | 4 | 0.26% | Aumentadas |
|
| 518 |
LMCG Investments
Boston,
Massachusetts
| USD 23.6 M | -USD 5.66 M | 1 | 1.26% | Reducidas |
|
| 519 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 23.6 M | +USD 17.2 M | 1 | 0.1% | Nuevas |
|
| 520 |
GTAM
Global Trust Asset Management
West Palm Beach,
Florida
| USD 23.6 M | +USD 1.38 M | 5 | 7.37% | Aumentadas |
|
| 521 |
Harvard Management Company
Boston,
Massachusetts
| USD 23.4 M | +USD 24.3 M | 1 | 0.55% | Nuevas |
|
| 522 |
Horizon Investments
Charlotte,
North Carolina
| USD 23.3 M | +USD 12.2 M | 5 | 0.26% | Aumentadas |
|
| 523 |
Aristotle Atlantic Partners
Sarasota,
Florida
| USD 23.2 M | +USD 7.47 M | 1 | 0.96% | Aumentadas |
|
| 524 |
Irenic Capital Management
New York
| USD 23 M | +USD 22.3 M | 1 | 1.1% | Nuevas |
|
| 525 |
12th Street Asset Management Company
Nashville,
Tennessee
| USD 22.9 M | -USD 8.52 M | 1 | 3.27% | Reducidas |
|