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 | |
|---|---|---|---|---|---|---|---|
| 151 |
Nomura Asset Management International
Philadelphia,
Pennsylvania
| USD 206 M | -USD 118 M | 6 | 0.31% | Reducidas |
|
| 152 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| USD 201 M | +USD 50.7 M | 8 | 0.34% | Aumentadas |
|
| 153 |
Congress Asset Management
Boston,
Massachusetts
| USD 200 M | +USD 86.9 M | 2 | 1.23% | Aumentadas |
|
| 154 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 195 M | +USD 54.6 M | 5 | 0.55% | Aumentadas |
|
| 155 |
FengHe Fund Management
Singapore
| USD 194 M | +USD 23 M | 2 | 18.44% | Aumentadas |
|
| 156 |
H&H International Investment
Palo Alto,
California
| USD 191 M | -USD 9.9 M | 1 | 1% | Reducidas |
|
| 157 |
Universal-Beteiligungs- und Servicegesellschaft
Frankfurt Am Main,
Germany
| USD 189 M | -USD 31.6 M | 7 | 0.29% | Reducidas |
|
| 158 |
Robeco Schweiz
Zurich,
Switzerland
| USD 187 M | -USD 41.6 M | 2 | 3% | Reducidas |
|
| 159 |
Korea Investment Corp
Seoul,
South Korea
| USD 183 M | +USD 7.62 M | 4 | 0.35% | Aumentadas |
|
| 160 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| USD 179 M | -USD 8.63 M | 8 | 0.36% | Reducidas |
|
| 161 |
AustralianSuper
Melbourne,
Australia
| USD 174 M | +USD 20.5 M | 2 | 0.75% | Aumentadas |
|
| 162 |
CI Investments Inc
Toronto,
Ontario, Canada
| USD 171 M | +USD 6.61 M | 4 | 0.55% | Aumentadas |
|
| 163 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| USD 170 M | -USD 8.72 M | 4 | 0.31% | Reducidas |
|
| 164 |
Ensign Peak Advisors
Salt Lake City,
Utah
| USD 169 M | -USD 4.02 M | 6 | 0.28% | Reducidas |
|
| 165 |
AC
Anther Capital
Hong Kong,
| USD 169 M | -USD 311 M | 2 | 4.32% | Reducidas |
|
| 166 |
Temasek Holdings
Singapore
| USD 167 M | +USD 89.4 M | 6 | 0.45% | Aumentadas |
|
| 167 |
Primecap Management
Pasadena,
California
| USD 166 M | -USD 67.8 M | 2 | 0.1% | Reducidas |
|
| 168 |
Oxbow Capital Management (HK)
Hong Kong
| USD 166 M | +USD 5.31 M | 1 | 46.69% | Aumentadas |
|
| 169 |
Capital Fund Management (CFM)
Paris,
France
| USD 165 M | +USD 91.7 M | 7 | 0.73% | Aumentadas |
|
| 170 |
Prudential Financial
Newark,
New Jersey
| USD 165 M | -USD 139 M | 8 | 0.18% | Reducidas |
|
| 171 |
Eurizon Capital SGR SpA
Milan,
| USD 164 M | +USD 54 k | 5 | 0.44% | Aumentadas |
|
| 172 |
Rokos Capital Management (UK)
London,
United Kingdom
| USD 164 M | -USD 59.2 M | 4 | 0.61% | Reducidas |
|
| 173 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 162 M | +USD 72.2 M | 5 | 0.23% | Aumentadas |
|
| 174 |
Walleye Capital
New York
| USD 161 M | +USD 7.08 M | 9 | 0.58% | Aumentadas |
|
| 175 |
Keystone Investors
Singapore
| USD 160 M | +USD 155 M | 2 | 8.59% | Nuevas |
|