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 | |
|---|---|---|---|---|---|---|---|
| 551 |
Dendur Capital
New York
| USD 28 M | +USD 26.2 M | 1 | 1.47% | Nuevas |
|
| 552 |
Fort Washington Investment Advisors
Cincinnati,
Ohio
| USD 27.8 M | -USD 6.9 M | 2 | 0.14% | Reducidas |
|
| 553 |
Palisade Capital Management
Fort Lee,
New Jersey
| USD 27.8 M | -USD 1.55 M | 2 | 1.21% | Reducidas |
|
| 554 |
OP Asset Management
Helsinki,
| USD 27.7 M | -USD 5.38 M | 3 | 0.3% | Reducidas |
|
| 555 |
CenterBook Partners
Greenwich,
Connecticut
| USD 27.4 M | -USD 8.64 M | 6 | 1.35% | Reducidas |
|
| 556 |
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| USD 27.4 M | -USD 16 M | 3 | 1.15% | Reducidas |
|
| 557 |
Dana Investment Advisors
Waukesha,
Wisconsin
| USD 27.3 M | -USD 373 k | 4 | 0.71% | Reducidas |
|
| 558 |
Adell Harriman & Carpenter
Houston,
Texas
| USD 27.2 M | +USD 638 k | 1 | 1.39% | Aumentadas |
|
| 559 |
Larson Financial Group
St Louis,
Missouri
| USD 27.1 M | +USD 4.83 M | 9 | 0.71% | Aumentadas |
|
| 560 |
Crossmark Global Holdings
Houston,
Texas
| USD 27.1 M | -USD 27.8 M | 4 | 0.35% | Reducidas |
|
| 561 |
TriCert Investment Counsel
Waterloo,
| USD 27.1 M | +USD 25.6 M | 1 | 2.52% | Nuevas |
|
| 562 |
STP
Science & Technology Partners
New York
| USD 27 M | +USD 18 M | 3 | 4.55% | Aumentadas |
|
| 563 |
GIPM
G2 Investment Partners Management
New York
| USD 27 M | +USD 4.02 M | 2 | 4.92% | Aumentadas |
|
| 564 |
Weiss Asset Management
Boston,
Massachusetts
| USD 27 M | +USD 3.83 M | 3 | 0.28% | Aumentadas |
|
| 565 |
Merit Financial Group
Alpharetta,
Georgia
| USD 27 M | +USD 1.86 M | 4 | 0.16% | Aumentadas |
|
| 566 |
Mirova
Paris,
France
| USD 27 M | +USD 1.56 M | 2 | 1% | Aumentadas |
|
| 567 |
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 26.8 M | -USD 780 k | 1 | 1.41% | Reducidas |
|
| 568 |
Pittenger & Anderson Inc
Lincoin,
Nebraska
| USD 26.7 M | +USD 2.9 M | 3 | 0.96% | Aumentadas |
|
| 569 |
Kestra Private Wealth Services
Austin,
Texas
| USD 26.5 M | +USD 749 k | 4 | 0.29% | Aumentadas |
|
| 570 |
Benjamin Edwards Inc
Clayton,
Missouri
| USD 26.4 M | +USD 4.42 M | 4 | 0.24% | Aumentadas |
|
| 571 |
Scotia Capital
Toronto,
Ontario, Canada
| USD 26.3 M | +USD 2.69 M | 1 | 0.1% | Aumentadas |
|
| 572 |
Junto Capital Management
New York
| USD 26.2 M | -USD 3.6 M | 1 | 0.46% | Reducidas |
|
| 573 |
Sagefield Capital
Dallas,
Texas
| USD 26 M | -USD 4.15 M | 2 | 1.93% | Reducidas |
|
| 574 |
WhitTier Trust Company
Reno,
Nevada
| USD 25.9 M | +USD 168 k | 4 | 0.49% | Aumentadas |
|
| 575 |
Engineers Gate Manager
New York
| USD 25.9 M | +USD 2.55 M | 7 | 0.34% | Aumentadas |
|