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 | |
|---|---|---|---|---|---|---|---|
| 476 |
Tortoise Capital Advisors
Overland Park,
Kansas
| USD 38 M | +USD 18.8 M | 2 | 0.39% | Aumentadas |
|
| 477 |
Wealthfront Advisers
Palo Alto,
California
| USD 37.9 M | +USD 961 k | 3 | 0.07% | Aumentadas |
|
| 478 |
Prime Capital Investment Advisors
Overland Park,
Kansas
| USD 37.8 M | -USD 1.54 M | 4 | 0.37% | Reducidas |
|
| 479 |
Tema ETFs
New York
| USD 37.8 M | +USD 20.3 M | 2 | 1.22% | Aumentadas |
|
| 480 |
Savant Capital
Rockford,
Illinois
| USD 37.6 M | +USD 27.4 M | 6 | 0.11% | Aumentadas |
|
| 481 |
MGO One Seven
Beachwood,
Ohio
| USD 37.5 M | +USD 7.25 M | 5 | 0.62% | Aumentadas |
|
| 482 |
J. Safra Sarasin Holding
| USD 37.5 M | -USD 115 k | 4 | 0.54% | Reducidas |
|
| 483 |
Klingenstein Fields & Co
New York
| USD 37.3 M | -USD 140 k | 1 | 1.3% | Reducidas |
|
| 484 |
Sit Investment Associates
Minneapolis,
Minnesota
| USD 37.2 M | +USD 563 k | 4 | 0.7% | Aumentadas |
|
| 485 |
Hel Ved Capital Management
Central,
Hong Kong
| USD 37.2 M | +USD 26.5 M | 4 | 2.74% | Aumentadas |
|
| 486 |
Brinker Capital Investments
Berwyn,
Pennsylvania
| USD 36.8 M | +USD 3.25 M | 5 | 0.28% | Aumentadas |
|
| 487 |
Pembroke Management
Montreal,
Quebec, Canada
| USD 36.7 M | -USD 11.7 M | 1 | 4.75% | Reducidas |
|
| 488 |
Granite Investment Partners
El Segundo,
California
| USD 36.6 M | -USD 110 k | 1 | 1.88% | Reducidas |
|
| 489 |
Nexpoint Asset Management
Dallas,
Texas
| USD 36.1 M | +USD 16.7 M | 1 | 2.41% | Aumentadas |
|
| 490 |
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
| USD 35.9 M | USD 0 | 1 | 0.24% | Mantenido |
|
| 491 |
Allworth Financial
Folsom,
California
| USD 35.8 M | -USD 10.8 M | 9 | 0.15% | Reducidas |
|
| 492 |
Cumberland Partners
Toronto,
Ontario, Canada
| USD 35.6 M | -USD 8.61 M | 1 | 2.3% | Reducidas |
|
| 493 |
BlueCrest Capital Management
St Helier,
Jersey
| USD 35.5 M | +USD 24.7 M | 2 | 1.17% | Nuevas |
|
| 494 |
NZS Capital
Denver,
Colorado
| USD 35.3 M | -USD 1.73 M | 1 | 0.92% | Reducidas |
|
| 495 |
Y-Intercept (HK)
Hong Kong
| USD 35.3 M | +USD 27.8 M | 4 | 0.7% | Aumentadas |
|
| 496 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| USD 35.2 M | -USD 13.6 M | 3 | 0.04% | Reducidas |
|
| 497 |
Mediolanum International Funds
Dublin 1,
Ireland
| USD 34.7 M | +USD 1.5 M | 3 | 0.3% | Aumentadas |
|
| 498 |
Envestnet Portfolio Solutions
Chicago,
Illinois
| USD 34.2 M | +USD 515 k | 4 | 0.16% | Aumentadas |
|
| 499 |
SCM
Soros Capital Management
New York
| USD 34.2 M | +USD 26 M | 3 | 6.12% | Nuevas |
|
| 500 |
HM Payson & Co
Portland,
Maine
| USD 34.1 M | +USD 17.9 M | 3 | 0.45% | Aumentadas |
|