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 | |
|---|---|---|---|---|---|---|---|
| 76 |
Balyasny Asset Management
Chicago,
Illinois
| USD 598 M | +USD 23.3 M | 9 | 0.75% | Aumentadas |
|
| 77 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| USD 595 M | +USD 43.3 M | 7 | 0.33% | Aumentadas |
|
| 78 |
First Trust Advisors
Wheaton,
Illinois
| USD 594 M | +USD 19.3 M | 7 | 0.35% | Aumentadas |
|
| 79 |
Renaissance Technologies
New York
| USD 585 M | +USD 12 M | 7 | 0.81% | Aumentadas |
|
| 80 |
Squarepoint
New York
| USD 570 M | +USD 126 M | 10 | 0.63% | Aumentadas |
|
| 81 |
DZ Bank
Frankfurt Am Main,
Germany
| USD 562 M | +USD 37.3 M | 5 | 0.43% | Aumentadas |
|
| 82 |
Artisan Partners
Milwaukee,
Wisconsin
| USD 525 M | -USD 713 M | 3 | 0.83% | Reducidas |
|
| 83 |
RhumbLine Advisers
Boston,
Massachusetts
| USD 524 M | +USD 32.5 M | 10 | 0.4% | Aumentadas |
|
| 84 |
Winslow Capital Management
Minneapolis,
Minnesota
| USD 511 M | +USD 531 M | 1 | 1.76% | Nuevas |
|
| 85 |
Pictet Asset Management
Carouge,
Switzerland
| USD 505 M | +USD 185 M | 8 | 0.48% | Aumentadas |
|
| 86 |
WAM
WT Asset Management
Hong Kong
| USD 495 M | -USD 1424 M | 1 | 9.79% | Reducidas |
|
| 87 |
HRT Financial
New York
| USD 495 M | +USD 167 M | 6 | 0.9% | Aumentadas |
|
| 88 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| USD 494 M | +USD 428 M | 2 | 7.96% | Aumentadas |
|
| 89 |
Vanguard Global Advisers
Malvern,
Pennsylvania
| USD 489 M | +USD 11 M | 8 | 0.23% | Aumentadas |
|
| 90 |
Alkeon Capital Management
New York
| USD 478 M | +USD 463 M | 1 | 0.65% | Nuevas |
|
| 91 |
California Public Employees Retirement System
Sacramento,
California
| USD 462 M | +USD 38.5 M | 5 | 0.26% | Aumentadas |
|
| 92 |
SEI Investments
Oaks,
Pennsylvania
| USD 447 M | +USD 72.5 M | 9 | 0.39% | Aumentadas |
|
| 93 |
Principal Financial Group
Des Moines,
Iowa
| USD 445 M | -USD 53.2 M | 7 | 0.22% | Reducidas |
|
| 94 |
National Pension Service
Jeonju-Si, Jeollabuk-Do,
South Korea
| USD 443 M | +USD 163 M | 4 | 0.29% | Aumentadas |
|
| 95 |
Axiom Investors
Greenwich,
Connecticut
| USD 442 M | +USD 437 M | 4 | 3.83% | Aumentadas |
|
| 96 |
Hood River Capital Management
Palm Beach Gardens,
Florida
| USD 432 M | +USD 7.54 M | 2 | 3.13% | Aumentadas |
|
| 97 |
Driehaus Capital Management
Chicago,
Illinois
| USD 430 M | -USD 228 M | 5 | 2.49% | Reducidas |
|
| 98 |
Bessemer Group
Woodbridge,
New Jersey
| USD 424 M | +USD 187 M | 7 | 0.58% | Aumentadas |
|
| 99 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| USD 421 M | +USD 65.9 M | 8 | 0.39% | Aumentadas |
|
| 100 |
Quadrature Capital
London,
United Kingdom
| USD 416 M | +USD 390 M | 5 | 3.56% | Aumentadas |
|