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 | |
|---|---|---|---|---|---|---|---|
| 301 |
Glenmede Trust
Philadelphia,
Pennsylvania
| USD 86.7 M | -USD 14.5 M | 5 | 0.38% | Reducidas |
|
| 302 |
Cullen/Frost Bankers
San Antonio,
Texas
| USD 86.4 M | +USD 567 k | 5 | 0.85% | Aumentadas |
|
| 303 |
Old Republic International (ORI)
Chicago,
Illinois
| USD 85.9 M | USD 0 | 1 | 3.22% | Mantenido |
|
| 304 |
Nisa Investment Advisors
St. Louis,
Missouri
| USD 85.2 M | +USD 744 k | 8 | 0.27% | Aumentadas |
|
| 305 |
NEOS Investment Management
Westport,
Connecticut
| USD 84 M | +USD 13.9 M | 3 | 0.31% | Aumentadas |
|
| 306 |
William Blair & Company
Chicago,
Illinois
| USD 83.9 M | +USD 2.96 M | 5 | 0.22% | Aumentadas |
|
| 307 |
State of Michigan Retirement System
Lansing,
Michigan
| USD 83.5 M | +USD 1.28 M | 4 | 0.37% | Aumentadas |
|
| 308 |
Czech National Bank
Prague,
Czech Republic
| USD 83.4 M | +USD 15.7 M | 3 | 0.45% | Aumentadas |
|
| 309 |
NewEdge Advisors
New Orleans,
Louisiana
| USD 83.2 M | +USD 5.97 M | 11 | 0.25% | Aumentadas |
|
| 310 |
Schonfeld Strategic Advisors
New York
| USD 83.1 M | +USD 35.9 M | 8 | 0.3% | Aumentadas |
|
| 311 |
Ostrum Asset Management
Paris,
France
| USD 83 M | +USD 11 M | 3 | 4% | Aumentadas |
|
| 312 |
Jefferies Financial Group
New York
| USD 82.2 M | +USD 26.2 M | 5 | 0.54% | Aumentadas |
|
| 313 |
Daiwa Securities Group
Tokyo,
Japan
| USD 80.9 M | +USD 6.34 M | 5 | 0.16% | Aumentadas |
|
| 314 |
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 77.8 M | -USD 11.5 M | 2 | 1.56% | Reducidas |
|
| 315 |
Nicholas Company
Milwaukee,
Wisconsin
| USD 77.7 M | +USD 514 k | 1 | 1.42% | Aumentadas |
|
| 316 |
R.M. Davis Inc
Portland,
Maine
| USD 77.7 M | -USD 564 k | 1 | 1.23% | Reducidas |
|
| 317 |
Eastern Bank
Boston,
Massachusetts
| USD 77.1 M | +USD 1.37 M | 3 | 1.18% | Aumentadas |
|
| 318 |
Candriam SCA
Strassen, Luxembourg,
Luxembourg
| USD 75.8 M | -USD 21.1 M | 1 | 0.34% | Reducidas |
|
| 319 |
Vaughan David Investments
Peoria,
Illinois
| USD 74.8 M | -USD 725 k | 1 | 1.49% | Reducidas |
|
| 320 |
Ancora Advisors
Cleveland,
Ohio
| USD 74.6 M | -USD 5.19 M | 6 | 1.44% | Reducidas |
|
| 321 |
Americana Partners
Houston,
Texas
| USD 74.2 M | +USD 5.92 M | 2 | 1.67% | Aumentadas |
|
| 322 |
Handelsbanken Fonder
Stockholm,
Sweden
| USD 73.5 M | -USD 1.8 M | 4 | 0.21% | Reducidas |
|
| 323 |
Employees Retirement System of Texas
Austin,
Texas
| USD 73.4 M | -USD 1.26 M | 1 | 0.58% | Reducidas |
|
| 324 |
Bowen Hanes & Co
Ponte Vedra Beach,
Florida
| USD 73.1 M | USD 0 | 1 | 1.78% | Mantenido |
|
| 325 |
Soros Fund Management
New York
| USD 73 M | +USD 57.9 M | 3 | 0.9% | Aumentadas |
|