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 | |
|---|---|---|---|---|---|---|---|
| 576 |
DNCA Finance
Paris,
France
| USD 25.8 M | -USD 2.4 M | 3 | 1.25% | Reducidas |
|
| 577 |
Troluce Capital Advisors
Dorado,
Puerto Rico
| USD 25.7 M | -USD 4.37 M | 2 | 2.65% | Reducidas |
|
| 578 |
Next Century Growth Investors
Plymouth,
Minnesota
| USD 25.7 M | +USD 7.77 M | 1 | 1.36% | Aumentadas |
|
| 579 |
Algert Global
San Francisco,
California
| USD 25.6 M | +USD 12.7 M | 4 | 0.3% | Aumentadas |
|
| 580 |
SCGE Management
Menlo Park,
California
| USD 25.3 M | +USD 27.5 M | 1 | 0.43% | Nuevas |
|
| 581 |
Grimes & Company
Westborough,
Massachusetts
| USD 25.3 M | +USD 72.6 k | 1 | 0.55% | Aumentadas |
|
| 582 |
Inspire Investing
Meridian,
Idaho
| USD 25.2 M | +USD 6.15 M | 4 | 1.04% | Aumentadas |
|
| 583 |
Illinois Municipal Retirement Fund
Oak Brook,
Illinois
| USD 25.2 M | +USD 8.03 M | 3 | 0.28% | Aumentadas |
|
| 584 |
Walleye Trading
New York
| USD 24.9 M | +USD 14.8 M | 6 | 0.03% | Aumentadas |
|
| 585 |
Suncoast Equity Management
Tampa,
Florida
| USD 24.6 M | -USD 2.19 M | 2 | 3.08% | Reducidas |
|
| 586 |
Krane Funds Advisors
New York
| USD 24.5 M | +USD 15.1 M | 2 | 0.87% | Aumentadas |
|
| 587 |
Capstone Investment Advisors
New York
| USD 24.4 M | +USD 7.28 M | 3 | 0.05% | Aumentadas |
|
| 588 |
Bailard
Foster City,
California
| USD 24.3 M | -USD 79.4 k | 1 | 0.5% | Reducidas |
|
| 589 |
Parnassus Investments
San Francisco,
California
| USD 24.3 M | -USD 910 k | 1 | 0.06% | Reducidas |
|
| 590 |
Generate Investment Management
Auckland,
New Zealand
| USD 24.2 M | -USD 8.63 M | 2 | 0.99% | Reducidas |
|
| 591 |
Raiffeisen Bank International
Vienna,
Austria
| USD 24.1 M | -USD 13.6 M | 3 | 0.28% | Reducidas |
|
| 592 |
TIAA Wealth Investment Management
New York
| USD 24.1 M | +USD 645 k | 2 | 0.16% | Aumentadas |
|
| 593 |
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 24 M | +USD 902 k | 1 | 0.36% | Aumentadas |
|
| 594 |
Moors & Cabot
Boston,
Massachusetts
| USD 23.8 M | +USD 1.59 M | 5 | 0.93% | Aumentadas |
|
| 595 |
Fullerton Fund Management
Singapore
| USD 23.7 M | -USD 3.75 M | 1 | 1.53% | Reducidas |
|
| 596 |
Beacon Investment Advisory Services
Morristown,
New Jersey
| USD 23.7 M | -USD 735 k | 2 | 0.88% | Reducidas |
|
| 597 |
KR Capital LP
New York City,
New York
| USD 23.7 M | +USD 18.9 M | 2 | 2.35% | Nuevas |
|
| 598 |
Rakuten Investment Management
Tokyo,
Japan
| USD 23.7 M | +USD 4.67 M | 1 | 0.07% | Aumentadas |
|
| 599 |
Polymer Capital Management (HK)
Hong Kong
| USD 23.7 M | +USD 12.9 M | 6 | 1.2% | Aumentadas |
|
| 600 |
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| USD 23.6 M | -USD 10.1 M | 4 | 0.38% | Reducidas |
|