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 | |
|---|---|---|---|---|---|---|---|
| 201 |
North Growth Management
Vancouver,
British Columbia, Canada
| USD 139 M | -USD 28.8 M | 3 | 17.78% | Reducidas |
|
| 202 |
Nissay Asset Management
Tokyo,
Japan
| USD 138 M | +USD 43.6 M | 5 | 0.58% | Aumentadas |
|
| 203 |
Gotham Asset Management
New York
| USD 137 M | -USD 11.8 M | 6 | 0.32% | Reducidas |
|
| 204 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 135 M | +USD 30.1 M | 7 | 0.47% | Aumentadas |
|
| 205 |
Talos Asset Management
New York
| USD 134 M | +USD 29.4 M | 4 | 19.02% | Aumentadas |
|
| 206 |
Nordea Investment Management
Stockholm,
Sweden
| USD 133 M | +USD 76.8 M | 4 | 0.11% | Aumentadas |
|
| 207 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
| USD 132 M | +USD 104 M | 5 | 0.2% | Aumentadas |
|
| 208 |
Creative Planning
Overland Park,
Kansas
| USD 132 M | +USD 18.1 M | 9 | 0.08% | Aumentadas |
|
| 209 |
Vanguard Investments Australia
Victoria,
Australia
| USD 131 M | +USD 9 M | 8 | 0.33% | Aumentadas |
|
| 210 |
Tairen Capital
Hong Kong
| USD 131 M | +USD 73.9 M | 4 | 11.53% | Aumentadas |
|
| 211 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
| USD 130 M | +USD 15.8 M | 7 | 0.28% | Aumentadas |
|
| 212 |
AL
Arnhold LLC
New York
| USD 129 M | -USD 33.2 M | 2 | 9.05% | Reducidas |
|
| 213 |
Braun Stacey Associates
New York
| USD 128 M | -USD 17.1 M | 2 | 3.62% | Reducidas |
|
| 214 |
Mariner
Overland Park,
Kansas
| USD 127 M | +USD 20.5 M | 8 | 0.13% | Aumentadas |
|
| 215 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 126 M | -USD 172 M | 5 | 0.15% | Reducidas |
|
| 216 |
Canada Life
Winnipeg,
Manitoba, Canada
| USD 125 M | +USD 45.4 M | 4 | 0.2% | Aumentadas |
|
| 217 |
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 125 M | -USD 34.2 M | 1 | 6.16% | Reducidas |
|
| 218 |
Jupiter Asset Management
London,
United Kingdom
| USD 124 M | +USD 122 M | 4 | 0.62% | Aumentadas |
|
| 219 |
Credit Agricole
Montrouge Cedex,
France
| USD 124 M | +USD 52.7 M | 7 | 0.25% | Aumentadas |
|
| 220 |
Bridgewater Associates
Westport,
Connecticut
| USD 120 M | -USD 252 M | 4 | 0.49% | Reducidas |
|
| 221 |
Treasurer of the State of North Carolina
Raleigh,
North Carolina
| USD 120 M | +USD 19.3 M | 6 | 0.31% | Aumentadas |
|
| 222 |
AGF Management
Toronto,
Ontario, Canada
| USD 118 M | -USD 257 M | 2 | 0.46% | Reducidas |
|
| 223 |
KLP Kapitalforvaltning
Oslo,
Norway
| USD 118 M | +USD 17.5 M | 8 | 0.38% | Aumentadas |
|
| 224 |
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 118 M | +USD 852 k | 2 | 1.79% | Aumentadas |
|
| 225 |
DigitalBridge Group
Boca Raton,
Florida
| USD 118 M | -USD 5.69 M | 2 | 7.04% | Reducidas |
|