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 | |
|---|---|---|---|---|---|---|---|
| 401 |
QRG Capital Management
Chicago,
Illinois
| USD 52.6 M | +USD 1.1 M | 4 | 0.43% | Aumentadas |
|
| 402 |
Emerald Advisers
Leola,
Pennsylvania
| USD 52.3 M | +USD 2.14 M | 2 | 1.23% | Aumentadas |
|
| 403 |
Mutual of America Capital Management
New York
| USD 51.8 M | -USD 14.5 M | 4 | 0.5% | Reducidas |
|
| 404 |
UMB Bank
Kansas City,
Missouri
| USD 51.6 M | +USD 1.98 M | 6 | 0.65% | Aumentadas |
|
| 405 |
Avalon Global Asset Management
San Francisco,
California
| USD 50.7 M | +USD 1.27 M | 2 | 5.53% | Aumentadas |
|
| 406 |
AIM
Anatole Investment Management
Central,
Hong Kong
| USD 49.6 M | +USD 11.5 M | 2 | 8.41% | Aumentadas |
|
| 407 |
XTX Topco
George Town,
Cayman Islands
| USD 49.6 M | +USD 29.5 M | 12 | 0.64% | Aumentadas |
|
| 408 |
Gradient Investments
Arden Hills,
Minnesota
| USD 49.6 M | -USD 12.1 M | 1 | 0.68% | Reducidas |
|
| 409 |
Ceredex Value Advisors
Orlando,
Florida
| USD 49.3 M | -USD 12.2 M | 2 | 1.39% | Reducidas |
|
| 410 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| USD 48.7 M | -USD 37.3 M | 2 | 0.31% | Reducidas |
|
| 411 |
Port Capital
Chicago,
Illinois
| USD 48.4 M | +USD 2.46 M | 1 | 1.97% | Aumentadas |
|
| 412 |
Davidson Investment Advisors
Great Falls,
Montana
| USD 48.2 M | +USD 12.5 M | 1 | 1.97% | Aumentadas |
|
| 413 |
Covalis Capital
London,
United Kingdom
| USD 47.7 M | -USD 51 M | 2 | 2.69% | Reducidas |
|
| 414 |
Regions Financial Corp
Birmingham,
Alabama
| USD 47.5 M | -USD 5.54 M | 3 | 0.28% | Reducidas |
|
| 415 |
Brandes Investment Partners
La Jolla,
California
| USD 47.1 M | -USD 56.6 M | 1 | 0.33% | Reducidas |
|
| 416 |
Ranger Investment Management
Dallas,
Texas
| USD 47 M | -USD 1.72 M | 1 | 2.97% | Reducidas |
|
| 417 |
IFM Investors
Melbourne,
Australia
| USD 46.7 M | +USD 2.73 M | 3 | 0.31% | Aumentadas |
|
| 418 |
Verition Fund Management
Greenwich,
Connecticut
| USD 46.6 M | +USD 9.12 M | 6 | 0.24% | Aumentadas |
|
| 419 |
Portolan Capital Management
Boston,
Massachusetts
| USD 45.8 M | -USD 23.7 M | 2 | 1.71% | Reducidas |
|
| 420 |
Advisors Capital Management
Ridgewood,
New Jersey
| USD 45.4 M | -USD 264 k | 4 | 0.48% | Reducidas |
|
| 421 |
Utah Retirement Systems
Salt Lake City,
Utah
| USD 45.3 M | -USD 1.86 M | 6 | 0.43% | Reducidas |
|
| 422 |
EULAV Asset Management
Sarasota,
Florida
| USD 45.2 M | -USD 39 M | 1 | 1.44% | Reducidas |
|
| 423 |
Cozad Asset Management
Champaign,
Illinois
| USD 45.2 M | -USD 10.5 M | 2 | 2.92% | Reducidas |
|
| 424 |
Geneva Capital Management
Milwaukee,
Wisconsin
| USD 45 M | -USD 10.8 M | 1 | 1.03% | Reducidas |
|
| 425 |
Aperture Investors
New York
| USD 45 M | +USD 3.38 M | 3 | 4.07% | Aumentadas |
|