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 | |
|---|---|---|---|---|---|---|---|
| 126 |
Victory Capital Management
San Antonio,
Texas
| USD 274 M | +USD 63 M | 9 | 0.15% | Aumentadas |
|
| 127 |
Fred Alger Management
New York
| USD 268 M | +USD 213 M | 5 | 0.89% | Aumentadas |
|
| 128 |
Holocene Advisors
New York
| USD 257 M | -USD 275 M | 5 | 0.58% | Reducidas |
|
| 129 |
Stifel Financial
St. Louis,
Missouri
| USD 252 M | +USD 24 M | 9 | 0.21% | Aumentadas |
|
| 130 |
1832 Asset Management
Toronto,
Ontario, Canada
| USD 251 M | -USD 134 M | 2 | 0.13% | Reducidas |
|
| 131 |
Frontier Capital Management
Boston,
Massachusetts
| USD 251 M | +USD 117 M | 5 | 2.34% | Aumentadas |
|
| 132 |
Penserra Capital Management
Orinda,
California
| USD 250 M | -USD 53.4 M | 7 | 1.92% | Reducidas |
|
| 133 |
Royal London Asset Management
United Kingdom
| USD 247 M | +USD 115 M | 4 | 0.45% | Aumentadas |
|
| 134 |
Lord, Abbett & Co
Jersey City,
New Jersey
| USD 246 M | -USD 15.8 M | 5 | 0.7% | Reducidas |
|
| 135 |
New York State Common Retirement Fund
Albany,
New York
| USD 245 M | -USD 36.8 M | 10 | 0.31% | Reducidas |
|
| 136 |
Turiya Advisors Asia
Hong Kong
| USD 244 M | +USD 3.27 M | 1 | 55.43% | Aumentadas |
|
| 137 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| USD 243 M | +USD 32.9 M | 7 | 0.4% | Aumentadas |
|
| 138 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| USD 237 M | -USD 41.2 M | 6 | 0.4% | Reducidas |
|
| 139 |
Lazard Asset Management
New York
| USD 231 M | +USD 2.3 M | 8 | 0.35% | Aumentadas |
|
| 140 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 226 M | +USD 57.2 M | 4 | 0.28% | Aumentadas |
|
| 141 |
Woodline Partners
San Francisco,
California
| USD 226 M | +USD 169 M | 4 | 0.7% | Aumentadas |
|
| 142 |
Man Group
London,
United Kingdom
| USD 225 M | +USD 140 M | 7 | 0.36% | Aumentadas |
|
| 143 |
Capstone Investment Advisors
New York
| USD 220 M | +USD 212 M | 5 | 0.41% | Aumentadas |
|
| 144 |
Dodge & Cox
San Francisco,
California
| USD 215 M | -USD 5.22 M | 1 | 0.11% | Reducidas |
|
| 145 |
Defiance ETFs
New York
| USD 215 M | -USD 42.8 M | 6 | 2.91% | Reducidas |
|
| 146 |
AHT
Amanah Holdings Trust
London,
| USD 214 M | USD 0 | 2 | 12.57% | Mantenido |
|
| 147 |
Danske Bank
Copenhagen K,
Denmark
| USD 214 M | +USD 91.8 M | 4 | 0.42% | Aumentadas |
|
| 148 |
Nomura Asset Management
Tokyo,
Japan
| USD 214 M | +USD 38.5 M | 5 | 0.46% | Aumentadas |
|
| 149 |
Aviva
London,
United Kingdom
| USD 208 M | +USD 45.8 M | 4 | 0.31% | Aumentadas |
|
| 150 |
Castle Hook Partners
New York
| USD 207 M | +USD 16.4 M | 3 | 0.95% | Aumentadas |
|