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 | |
|---|---|---|---|---|---|---|---|
| 51 |
Millennium Management
New York
| USD 1009 M | -USD 92.8 M | 10 | 0.37% | Reducidas |
|
| 52 |
Raymond James Financial
St Petersburg,
Florida
| USD 992 M | -USD 72.5 k | 10 | 0.27% | Reducidas |
|
| 53 |
Marex Group
London,
| USD 988 M | +USD 211 M | 9 | 4.19% | Aumentadas |
|
| 54 |
Marshall Wace
London,
United Kingdom
| USD 966 M | +USD 244 M | 9 | 0.76% | Aumentadas |
|
| 55 |
Bank of Montreal
Toronto,
Ontario, Canada
| USD 958 M | +USD 467 M | 8 | 0.32% | Aumentadas |
|
| 56 |
Neuberger Berman Group
New York
| USD 952 M | -USD 61.3 M | 7 | 0.63% | Reducidas |
|
| 57 |
Atreides Management
Boston,
Massachusetts
| USD 932 M | -USD 170 M | 4 | 6.5% | Reducidas |
|
| 58 |
Ameriprise
Minneapolis,
Minnesota
| USD 905 M | -USD 297 M | 8 | 0.18% | Reducidas |
|
| 59 |
Qube Research & Technologies (QRT)
London,
United Kingdom
| USD 889 M | +USD 654 M | 8 | 0.83% | Aumentadas |
|
| 60 |
Jennison Associates
New York
| USD 883 M | +USD 525 M | 4 | 0.53% | Aumentadas |
|
| 61 |
ClearBridge Investments
New York
| USD 861 M | +USD 461 M | 5 | 0.71% | Aumentadas |
|
| 62 |
Whale Rock Capital Management
Boston,
Massachusetts
| USD 858 M | -USD 64.2 M | 2 | 6.89% | Reducidas |
|
| 63 |
Wells Fargo
San Francisco,
California
| USD 846 M | +USD 125 M | 10 | 0.14% | Aumentadas |
|
| 64 |
Schroder Investment Management Group
London,
United Kingdom
| USD 802 M | -USD 86.4 M | 4 | 0.57% | Reducidas |
|
| 65 |
Citadel Advisors
Miami,
Florida
| USD 783 M | -USD 459 M | 12 | 0.09% | Reducidas |
|
| 66 |
Swiss National Bank
Zurich,
Switzerland
| USD 781 M | +USD 16.1 M | 8 | 0.41% | Aumentadas |
|
| 67 |
Federated Hermes
Pittsburgh,
Pennsylvania
| USD 770 M | +USD 378 M | 7 | 1.11% | Aumentadas |
|
| 68 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
| USD 753 M | +USD 83.1 M | 5 | 0.43% | Aumentadas |
|
| 69 |
Rafferty Asset Management
New York
| USD 742 M | +USD 171 M | 5 | 1.69% | Aumentadas |
|
| 70 |
Fuller & Thaler Asset Management
San Mateo,
California
| USD 734 M | -USD 58.6 M | 2 | 2% | Reducidas |
|
| 71 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| USD 703 M | +USD 139 M | 11 | 0.1% | Aumentadas |
|
| 72 |
Jericho Capital Asset Management
New York
| USD 681 M | -USD 137 M | 2 | 5.63% | Reducidas |
|
| 73 |
HSBC Holdings
London,
United Kingdom
| USD 680 M | -USD 19.6 M | 9 | 0.28% | Reducidas |
|
| 74 |
Swedbank
Stockholm,
Sweden
| USD 679 M | -USD 86.2 M | 5 | 0.59% | Reducidas |
|
| 75 |
Oberweis Asset Management
Lisle,
Illinois
| USD 671 M | -USD 278 M | 4 | 13.87% | Reducidas |
|