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 | |
|---|---|---|---|---|---|---|---|
| 276 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
| USD 95 M | -USD 139 M | 3 | 0.14% | Reducidas |
|
| 277 |
Jump Financial
Chicago,
Illinois
| USD 94.9 M | +USD 62.9 M | 7 | 0.76% | Aumentadas |
|
| 278 |
Fjarde Ap-fonden
Stockholm,
Sweden
| USD 94.6 M | -USD 14.1 M | 3 | 0.45% | Reducidas |
|
| 279 |
Vident Advisory
Alpharetta,
Georgia
| USD 94.5 M | +USD 918 k | 7 | 0.68% | Aumentadas |
|
| 280 |
Phoenix Financial
Givatayim,
Israel
| USD 94.1 M | +USD 76 M | 3 | 0.64% | Aumentadas |
|
| 281 |
MML Investors Services
Springfield,
Massachusetts
| USD 93.8 M | +USD 15.5 M | 8 | 0.19% | Aumentadas |
|
| 282 |
Thames Capital Management
Roseland,
New Jersey
| USD 93.5 M | +USD 63.1 M | 4 | 7.69% | Aumentadas |
|
| 283 |
TD Waterhouse Canada
Toronto,
Ontario, Canada
| USD 93.1 M | +USD 7.26 M | 7 | 0.25% | Aumentadas |
|
| 284 |
Defiance ETFs
New York
| USD 92.6 M | +USD 52.7 M | 6 | 1.26% | Aumentadas |
|
| 285 |
Park West Asset Management
San Francisco,
California
| USD 92.1 M | -USD 66.5 M | 1 | 6.28% | Reducidas |
|
| 286 |
Pinnacle Associates
New York
| USD 91 M | -USD 1.46 M | 4 | 0.99% | Reducidas |
|
| 287 |
Empowered Funds
Havertown,
Pennsylvania
| USD 90.7 M | -USD 8.17 M | 3 | 0.48% | Reducidas |
|
| 288 |
Steward Partners Investment Advisory
New York
| USD 90.3 M | +USD 11.5 M | 11 | 0.46% | Aumentadas |
|
| 289 |
First Financial Bankshares
Abilene,
Texas
| USD 89.9 M | +USD 346 k | 1 | 1.68% | Aumentadas |
|
| 290 |
Kestra Advisory Services
Austin,
Texas
| USD 89.7 M | +USD 6.34 M | 5 | 0.29% | Aumentadas |
|
| 291 |
Eurizon Capital SGR SpA
Milan,
| USD 89.2 M | -USD 11.4 M | 4 | 0.24% | Reducidas |
|
| 292 |
Arizona State Retirement System
Phoenix,
Arizona
| USD 88.5 M | +USD 3.47 M | 6 | 0.45% | Aumentadas |
|
| 293 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| USD 88.1 M | -USD 12.1 M | 4 | 0.11% | Reducidas |
|
| 294 |
Impax Asset Management Group
London,
United Kingdom
| USD 87.7 M | -USD 37.6 M | 1 | 0.57% | Reducidas |
|
| 295 |
Logan Capital Management
Newtown Square,
Pennsylvania
| USD 87.3 M | +USD 68.5 M | 3 | 3.25% | Nuevas |
|
| 296 |
Eventide Asset Management
Boston,
Massachusetts
| USD 86.9 M | -USD 11.8 M | 4 | 1.16% | Reducidas |
|
| 297 |
Retirement Systems of Alabama
Montgomery,
Alabama
| USD 86.9 M | -USD 38.1 M | 4 | 0.26% | Reducidas |
|
| 298 |
O'Shaughnessy Asset Management
Stamford,
Connecticut
| USD 86.8 M | -USD 9.4 M | 5 | 0.4% | Reducidas |
|
| 299 |
Quadrature Capital
London,
United Kingdom
| USD 86.8 M | +USD 88.6 M | 8 | 0.74% | Aumentadas |
|
| 300 |
Nan Shan Life Insurance
Taipei City,
Taiwan
| USD 86.7 M | -USD 28.9 M | 1 | 2.72% | Reducidas |
|