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 | |
|---|---|---|---|---|---|---|---|
| 176 |
Blue Whale Capital
London,
United Kingdom
| USD 159 M | -USD 24.1 M | 1 | 5.04% | Reducidas |
|
| 177 |
Fidelity International
Hamilton,
Bermuda
| USD 158 M | +USD 8.63 M | 5 | 0.11% | Aumentadas |
|
| 178 |
PFA Pension Forsikringsaktieselskab
Copenhagen,
| USD 157 M | +USD 131 M | 4 | 0.4% | Aumentadas |
|
| 179 |
Natixis Advisors
Boston,
Massachusetts
| USD 157 M | +USD 25.3 M | 6 | 0.18% | Aumentadas |
|
| 180 |
Phoenix Financial
Givatayim,
Israel
| USD 157 M | +USD 136 M | 6 | 1.07% | Aumentadas |
|
| 181 |
Avala Global
New York
| USD 156 M | -USD 17.8 M | 1 | 5.76% | Reducidas |
|
| 182 |
Munro Partners
Melbourne,
Australia
| USD 156 M | -USD 22.7 M | 2 | 3.44% | Reducidas |
|
| 183 |
William Blair Investment Management
Chicago,
Illinois
| USD 156 M | -USD 245 M | 3 | 0.47% | Reducidas |
|
| 184 |
Capula Management
Grand Cayman,
Cayman Islands
| USD 155 M | +USD 126 M | 6 | 0.55% | Aumentadas |
|
| 185 |
SEB Asset Management
Stockholm,
| USD 153 M | +USD 66.4 M | 4 | 0.58% | Aumentadas |
|
| 186 |
Folketrygdfondet
Oslo Norway,
Norway
| USD 152 M | -USD 25.7 M | 1 | 3.29% | Reducidas |
|
| 187 |
CIBC Bancorp USA
Chicago,
Illinois
| USD 149 M | +USD 84.2 M | 6 | 0.18% | Aumentadas |
|
| 188 |
Tudor Investment Corp
Stamford,
Connecticut
| USD 147 M | +USD 15.8 M | 7 | 0.21% | Aumentadas |
|
| 189 |
TimesSquare Capital Management
New York
| USD 146 M | -USD 61.8 M | 2 | 2.15% | Reducidas |
|
| 190 |
BIT Capital
Berlin,
Germany
| USD 146 M | +USD 84.7 M | 3 | 4.32% | Aumentadas |
|
| 191 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 145 M | -USD 228 k | 4 | 0.65% | Reducidas |
|
| 192 |
Pinnacle Associates
New York
| USD 145 M | -USD 34.5 M | 4 | 1.58% | Reducidas |
|
| 193 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| USD 143 M | +USD 21.9 M | 10 | 0.17% | Aumentadas |
|
| 194 |
Focus Partners Wealth
Boston,
Massachusetts
| USD 142 M | -USD 66.7 M | 7 | 0.15% | Reducidas |
|
| 195 |
APG Asset Management
Amsterdam,
Netherlands
| USD 141 M | +USD 143 M | 4 | 0.35% | Aumentadas |
|
| 196 |
Rodgers Brothers
Harmony,
Pennsylvania
| USD 140 M | -USD 6.67 M | 1 | 13.62% | Reducidas |
|
| 197 |
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 140 M | +USD 22.3 M | 2 | 3.2% | Aumentadas |
|
| 198 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 140 M | +USD 90.3 M | 6 | 0.2% | Aumentadas |
|
| 199 |
Quantinno Capital Management
New York
| USD 140 M | +USD 15.9 M | 8 | 0.17% | Aumentadas |
|
| 200 |
Fisher Asset Management
Camas,
Washington
| USD 139 M | -USD 69.6 M | 3 | 0.04% | Reducidas |
|