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 | |
|---|---|---|---|---|---|---|---|
| 101 |
GW&K Investment Management
Boston,
Massachusetts
| USD 410 M | -USD 114 M | 6 | 3.2% | Reducidas |
|
| 102 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| USD 404 M | -USD 364 M | 4 | 1.23% | Reducidas |
|
| 103 |
LPL Financial
San Diego,
California
| USD 398 M | +USD 96.2 M | 10 | 0.09% | Aumentadas |
|
| 104 |
Tidal Investments
Milwaukee,
Wisconsin
| USD 396 M | +USD 75.9 M | 8 | 0.69% | Aumentadas |
|
| 105 |
Alyeska Investment Group
Chicago,
Illinois
| USD 385 M | +USD 275 M | 4 | 0.99% | Aumentadas |
|
| 106 |
Mirae Asset Global Investments
Seoul,
South Korea
| USD 363 M | +USD 19.3 M | 6 | 0.54% | Aumentadas |
|
| 107 |
Russell Investments Group
London,
United Kingdom
| USD 352 M | +USD 12.3 M | 9 | 0.31% | Aumentadas |
|
| 108 |
Vanguard Asset Management
London, Ec4n 8af,
| USD 350 M | +USD 39.6 M | 8 | 0.24% | Aumentadas |
|
| 109 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
| USD 350 M | +USD 162 M | 7 | 0.19% | Aumentadas |
|
| 110 |
Stephens Investment Management Group
Houston,
Texas
| USD 350 M | -USD 81.9 M | 4 | 3.75% | Reducidas |
|
| 111 |
AllianceBernstein
Nashville,
Tennessee
| USD 346 M | -USD 699 M | 9 | 0.11% | Reducidas |
|
| 112 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| USD 338 M | -USD 181 M | 8 | 0.26% | Reducidas |
|
| 113 |
Envestnet Asset Management
Chicago,
Illinois
| USD 338 M | +USD 53.4 M | 8 | 0.08% | Aumentadas |
|
| 114 |
Westfield Capital Management
Boston,
Massachusetts
| USD 334 M | -USD 80 M | 6 | 1.09% | Reducidas |
|
| 115 |
Analog Century Management
New York
| USD 333 M | -USD 169 M | 3 | 12.18% | Reducidas |
|
| 116 |
Allspring Global Investments
Charlotte,
North Carolina
| USD 321 M | +USD 168 M | 7 | 0.49% | Aumentadas |
|
| 117 |
Two Sigma Investments
New York
| USD 321 M | -USD 190 M | 10 | 0.23% | Reducidas |
|
| 118 |
Acadian Asset Management
Boston,
Massachusetts
| USD 320 M | +USD 25.1 M | 8 | 0.38% | Aumentadas |
|
| 119 |
National Bank of Canada
Montreal,
Quebec, Canada
| USD 309 M | +USD 36.6 M | 9 | 0.22% | Aumentadas |
|
| 120 |
Allianz Asset Management
Munich,
Germany
| USD 307 M | +USD 35.9 M | 6 | 0.25% | Aumentadas |
|
| 121 |
Zurich Cantonal Bank
Zurich,
Switzerland
| USD 295 M | +USD 130 M | 10 | 0.56% | Aumentadas |
|
| 122 |
TD Asset Management
Toronto,
Ontario, Canada
| USD 294 M | +USD 46.5 M | 5 | 0.25% | Aumentadas |
|
| 123 |
Nomura Holdings
Tokyo,
Japan
| USD 291 M | +USD 196 M | 9 | 0.34% | Aumentadas |
|
| 124 |
Assenagon Asset Management
Senningerberg,
Luxembourg
| USD 275 M | -USD 508 M | 7 | 0.34% | Reducidas |
|
| 125 |
Adage Capital Partners
Boston,
Massachusetts
| USD 274 M | +USD 89.4 M | 4 | 0.38% | Aumentadas |
|