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 | |
|---|---|---|---|---|---|---|---|
| 426 |
Hancock Whitney
Gulfport,
Mississippi
| USD 44.8 M | -USD 8.43 M | 3 | 0.75% | Reducidas |
|
| 427 |
CIBC World Market
Toronto,
Ontario, Canada
| USD 44.7 M | +USD 1.72 M | 4 | 0.07% | Aumentadas |
|
| 428 |
Harvest Fund Management
Beijing,
China
| USD 44.5 M | +USD 21.6 M | 4 | 1.47% | Aumentadas |
|
| 429 |
Artemis Investment Management
Edinburgh,
United Kingdom
| USD 44.3 M | +USD 41.6 M | 1 | 0.39% | Nuevas |
|
| 430 |
ING Group
Amsterdam,
Netherlands
| USD 44 M | +USD 37.6 M | 3 | 0.22% | Aumentadas |
|
| 431 |
BIT Capital
Berlin,
Germany
| USD 44 M | +USD 8.34 M | 1 | 1.3% | Aumentadas |
|
| 432 |
Oppenheimer & Co
New York
| USD 43.9 M | +USD 2.31 M | 4 | 0.47% | Aumentadas |
|
| 433 |
Graham Capital Management
Rowayton,
Connecticut
| USD 43.7 M | +USD 31.3 M | 3 | 0.8% | Aumentadas |
|
| 434 |
Avity Investment Management
Greenwich,
Connecticut
| USD 43.6 M | +USD 10.1 M | 1 | 2.78% | Aumentadas |
|
| 435 |
Trexquant Investment
Stamford,
Connecticut
| USD 43.4 M | -USD 9.08 M | 4 | 0.26% | Reducidas |
|
| 436 |
British Columbia Investment Management
Victoria,
British Columbia, Canada
| USD 43.4 M | +USD 2.08 M | 3 | 0.27% | Aumentadas |
|
| 437 |
Corsair Capital Management
New York
| USD 43.2 M | +USD 32.3 M | 1 | 5.4% | Nuevas |
|
| 438 |
Royce & Associates
New York
| USD 43 M | -USD 5.68 M | 3 | 0.35% | Reducidas |
|
| 439 |
Meyer Handelman Company
Rye Brook,
New York
| USD 42.9 M | -USD 1.28 M | 1 | 1.21% | Reducidas |
|
| 440 |
Macquarie Group
Sydney, NSW 2000,
Australia
| USD 42.8 M | +USD 3.96 M | 4 | 0.18% | Aumentadas |
|
| 441 |
Hantz Financial Services
Southfield,
Michigan
| USD 42.6 M | -USD 4.09 M | 4 | 0.58% | Reducidas |
|
| 442 |
Nordea Investment Management
Stockholm,
Sweden
| USD 42.6 M | +USD 31.8 M | 3 | 0.03% | Aumentadas |
|
| 443 |
Clearstead Advisors
Cleveland,
Ohio
| USD 42.5 M | +USD 1.23 M | 11 | 0.4% | Aumentadas |
|
| 444 |
Clough Capital Partners
Boston,
Massachusetts
| USD 42.3 M | -USD 4.67 M | 3 | 3.45% | Reducidas |
|
| 445 |
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 42.1 M | +USD 479 k | 7 | 0.7% | Aumentadas |
|
| 446 |
M&T Bank
Buffalo,
New York
| USD 41.8 M | -USD 2.43 M | 5 | 0.12% | Reducidas |
|
| 447 |
Bouchey Financial Group
Troy,
New York
| USD 41.5 M | +USD 38.6 M | 1 | 2.68% | Nuevas |
|
| 448 |
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| USD 41.3 M | -USD 10.4 M | 2 | 1.4% | Reducidas |
|
| 449 |
Donaldson Capital Management
Evansville,
Indiana
| USD 41.1 M | +USD 10.2 M | 2 | 1.17% | Aumentadas |
|
| 450 |
Guggenheim Capital
Chicago,
Illinois
| USD 40.6 M | +USD 3.74 M | 5 | 0.26% | Aumentadas |
|