Energía para la IA
La energía para la IA abarca los generadores, las turbinas, los transformadores y los productores independientes que están siendo contratados para abastecer la nueva demanda de los centros de datos. El suministro de electricidad, y no el silicio, es ahora el principal cuello de botella para el crecimiento de la capacidad.
22 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| USD 30.8 mil M | -USD 1079 M | 14 | 0.46% | Reducidas |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| USD 20.4 mil M | +USD 1241 M | 13 | 0.44% | Aumentadas |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| USD 15.2 mil M | +USD 1596 M | 12 | 0.66% | Aumentadas |
|
| 4 |
State Street
Boston,
Massachusetts
| USD 14.3 mil M | +USD 806 M | 13 | 0.42% | Aumentadas |
|
| 5 |
Advent International
Boston,
Massachusetts
| USD 13.3 mil M | +USD 11.9 mil M | 2 | 75.19% | Aumentadas |
|
| 6 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| USD 11.8 mil M | +USD 156 M | 11 | 0.53% | Aumentadas |
|
| 7 |
JP Morgan Chase
New York
| USD 8355 M | -USD 771 M | 16 | 0.46% | Reducidas |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| USD 7917 M | +USD 47.8 M | 16 | 0.42% | Aumentadas |
|
| 9 |
Morgan Stanley
New York
| USD 7551 M | +USD 248 M | 17 | 0.4% | Aumentadas |
|
| 10 |
Invesco
Atlanta,
Georgia
| USD 6688 M | -USD 868 M | 12 | 0.53% | Reducidas |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| USD 6652 M | -USD 74.8 M | 12 | 0.43% | Reducidas |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| USD 6184 M | -USD 50.2 M | 6 | 1.07% | Reducidas |
|
| 13 |
Jupiter Topco
New York
| USD 5011 M | +USD 4221 M | 7 | 2.04% | Nuevas |
|
| 14 |
Norges Bank
Oslo,
Norway
| USD 4153 M | +USD 3911 M | 6 | 0.41% | Nuevas |
|
| 15 |
Goldman Sachs
New York
| USD 3909 M | +USD 333 M | 14 | 0.34% | Aumentadas |
|
| 16 |
Primecap Management
Pasadena,
California
| USD 3786 M | -USD 246 M | 1 | 2.24% | Reducidas |
|
| 17 |
UBS Group
Zurich,
Switzerland
| USD 3696 M | +USD 126 M | 17 | 0.47% | Aumentadas |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| USD 3385 M | -USD 366 M | 6 | 1.07% | Reducidas |
|
| 19 |
Coatue Management
New York
| USD 3262 M | +USD 1024 M | 2 | 6.71% | Aumentadas |
|
| 20 |
T. Rowe Price Associates
Baltimore,
Maryland
| USD 3246 M | +USD 658 M | 12 | 0.32% | Aumentadas |
|
| 21 |
Northern Trust
Chicago,
Illinois
| USD 3241 M | -USD 75.8 M | 11 | 0.38% | Reducidas |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| USD 3009 M | +USD 174 M | 11 | 0.72% | Aumentadas |
|
| 23 |
Raymond James Financial
St Petersburg,
Florida
| USD 2827 M | +USD 26.4 M | 11 | 0.77% | Aumentadas |
|
| 24 |
Charles Schwab
San Francisco,
California
| USD 2365 M | +USD 140 M | 11 | 0.32% | Aumentadas |
|
| 25 |
Franklin Resources
San Mateo,
California
| USD 2332 M | -USD 231 M | 9 | 0.5% | Reducidas |
|