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 | |
|---|---|---|---|---|---|---|---|
| 351 |
Oberweis Asset Management
Lisle,
Illinois
| USD 63.9 M | +USD 2.42 M | 2 | 1.32% | Aumentadas |
|
| 352 |
SEB Asset Management
Stockholm,
| USD 63.4 M | -USD 886 k | 2 | 0.24% | Reducidas |
|
| 353 |
Calamos Advisors
Naperville,
Illinois
| USD 63.2 M | -USD 11 M | 4 | 0.21% | Reducidas |
|
| 354 |
Moran Wealth Management
Naples,
Florida
| USD 62.3 M | -USD 8.86 M | 4 | 1.7% | Reducidas |
|
| 355 |
Amalgamated Bank
New York
| USD 62.1 M | -USD 14.5 M | 7 | 0.43% | Reducidas |
|
| 356 |
Segall Bryant & Hamill
Chicago,
Illinois
| USD 62 M | -USD 12.7 M | 3 | 0.74% | Reducidas |
|
| 357 |
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 61.6 M | +USD 2.65 M | 3 | 0.75% | Aumentadas |
|
| 358 |
SRFM
Shannon River Fund Management
New York
| USD 61.6 M | +USD 8.32 M | 1 | 5.49% | Aumentadas |
|
| 359 |
Vanguard Personalized Indexing Management
Oakland,
California
| USD 60.8 M | +USD 2.13 M | 6 | 0.5% | Aumentadas |
|
| 360 |
Jain Global
New York
| USD 60.8 M | -USD 28.2 M | 5 | 0.24% | Reducidas |
|
| 361 |
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| USD 60.4 M | +USD 1.95 M | 2 | 0.65% | Aumentadas |
|
| 362 |
Group One Trading
Chicago,
Illinois
| USD 60.3 M | +USD 25.1 M | 6 | 0.08% | Aumentadas |
|
| 363 |
Citizens Financial Group
Providence,
Rhode Island
| USD 60.3 M | +USD 1.04 M | 4 | 0.73% | Aumentadas |
|
| 364 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
| USD 60 M | -USD 10.9 M | 4 | 0.21% | Reducidas |
|
| 365 |
GJL
Gendell Jeffrey L
| USD 60 M | -USD 3.64 M | 1 | 0.53% | Reducidas |
|
| 366 |
Varma Mutual Pension Insurance Co
Helsinki,
Finland
| USD 59.8 M | +USD 23.3 M | 3 | 0.32% | Aumentadas |
|
| 367 |
Kennedy Capital Management
St Louis,
Missouri
| USD 59.7 M | +USD 12.7 M | 2 | 1.06% | Aumentadas |
|
| 368 |
Axiom Investors
Greenwich,
Connecticut
| USD 59.5 M | +USD 11.1 M | 3 | 0.51% | Aumentadas |
|
| 369 |
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| USD 59.4 M | +USD 1.36 M | 3 | 0.41% | Aumentadas |
|
| 370 |
Danica Pension Livsforsikrings
Copenhagen V,
| USD 59.4 M | -USD 9.9 M | 1 | 0.95% | Reducidas |
|
| 371 |
Oribel Capital Management
New York
| USD 58.8 M | -USD 43 M | 1 | 1.78% | Reducidas |
|
| 372 |
NewEdge Wealth
Pittsburgh,
Pennsylvania
| USD 58.3 M | +USD 240 k | 4 | 0.58% | Aumentadas |
|
| 373 |
Police & Firemen's Retirement System of New Jersey
Trenton,
New Jersey
| USD 58.3 M | -USD 6.4 M | 11 | 0.44% | Reducidas |
|
| 374 |
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
| USD 58 M | -USD 6.22 M | 5 | 0.4% | Reducidas |
|
| 375 |
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| USD 58 M | +USD 46.7 M | 3 | 1.09% | Aumentadas |
|