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 | |
|---|---|---|---|---|---|---|---|
| 376 |
BDAM
Blue Door Asset Management
Stamford,
Connecticut
| USD 57.8 M | -USD 7.76 M | 1 | 27.21% | Reducidas |
|
| 377 |
Pacer Advisors
Malvern,
Pennsylvania
| USD 57.8 M | -USD 175 M | 5 | 0.15% | Reducidas |
|
| 378 |
GPGA
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| USD 57.7 M | -USD 14.7 M | 1 | 13.35% | Reducidas |
|
| 379 |
Delta Asset Management
Memphis,
Tennessee
| USD 57.7 M | -USD 651 k | 2 | 4.99% | Reducidas |
|
| 380 |
Sterling Capital Management
Charlotte,
North Carolina
| USD 57.6 M | -USD 8.02 M | 11 | 0.98% | Reducidas |
|
| 381 |
Kinetic Partners Management
Miami,
Florida
| USD 57.4 M | +USD 42.9 M | 1 | 1.37% | Nuevas |
|
| 382 |
Munich Reinsurance
Munich,
| USD 57.4 M | -USD 7.92 M | 1 | 1.25% | Reducidas |
|
| 383 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
| USD 57.1 M | +USD 8.56 M | 8 | 0.13% | Aumentadas |
|
| 384 |
OMERS Administration Corp
Toronto,
Ontario, Canada
| USD 57.1 M | -USD 132 M | 5 | 0.34% | Reducidas |
|
| 385 |
Moore Capital Management
New York
| USD 56.4 M | +USD 6.31 M | 6 | 0.84% | Aumentadas |
|
| 386 |
Whittier Trust
South Pasadena,
California
| USD 56.4 M | -USD 162 k | 1 | 0.55% | Reducidas |
|
| 387 |
Gateway Investment Advisers
Cincinnati,
Ohio
| USD 56.2 M | -USD 1.26 M | 4 | 0.56% | Reducidas |
|
| 388 |
SCM
Steadfast Capital Management
New York
| USD 55.9 M | +USD 46.6 M | 4 | 1.71% | Nuevas |
|
| 389 |
Wealth High Governance Asset Management
Sao Paulo,
| USD 55.6 M | +USD 30.9 M | 2 | 5.92% | Aumentadas |
|
| 390 |
Lido Advisors
Los Angeles,
California
| USD 55.5 M | -USD 567 k | 4 | 0.15% | Reducidas |
|
| 391 |
Fideuram Asset Management (Ireland)
Dublin 1,
| USD 55 M | +USD 49.2 M | 3 | 1.04% | Aumentadas |
|
| 392 |
Avala Global
New York
| USD 54.8 M | +USD 44.8 M | 1 | 2.02% | Nuevas |
|
| 393 |
Vest Financial
Mclean,
Virginia
| USD 54 M | -USD 25.8 M | 2 | 0.57% | Reducidas |
|
| 394 |
Gabelli Funds
Rye,
New York
| USD 53.5 M | -USD 2.27 M | 4 | 0.34% | Reducidas |
|
| 395 |
Alta Capital Management
Salt Lake City,
Utah
| USD 53.5 M | +USD 8.31 M | 1 | 3.98% | Aumentadas |
|
| 396 |
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 53.4 M | -USD 2.48 M | 2 | 3.97% | Reducidas |
|
| 397 |
Curi RMB Capital
Chicago,
Illinois
| USD 53.4 M | -USD 4 M | 3 | 0.82% | Reducidas |
|
| 398 |
WCM Investment Management
Laguna Beach,
California
| USD 53.4 M | -USD 13.7 M | 2 | 0.1% | Reducidas |
|
| 399 |
Sora Investors
Bryn Mawr,
Pennsylvania
| USD 53 M | -USD 47.7 M | 2 | 4.06% | Reducidas |
|
| 400 |
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
| USD 52.8 M | -USD 45.2 M | 1 | 0.33% | Reducidas |
|