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 | |
|---|---|---|---|---|---|---|---|
| 626 |
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
| USD 21.9 M | -USD 2.14 M | 3 | 0.28% | Reducidas |
|
| 627 |
Connors Investor Services
Wyomissing,
Pennsylvania
| USD 21.8 M | +USD 10.9 k | 1 | 1.88% | Aumentadas |
|
| 628 |
Nemes Rush Group
Novi,
Michigan
| USD 21.8 M | +USD 491 k | 2 | 1.8% | Aumentadas |
|
| 629 |
OpenArc Corporate Advisory
Atlanta,
Georgia
| USD 21.7 M | -USD 565 k | 4 | 0.26% | Reducidas |
|
| 630 |
World Investment Advisors
Santa Barbara,
California
| USD 21.7 M | +USD 60 k | 3 | 0.36% | Aumentadas |
|
| 631 |
Alight Capital Management
New York
| USD 21.5 M | -USD 16.6 M | 3 | 3.01% | Reducidas |
|
| 632 |
ACM
Arosa Capital Management
Miami Beach,
Florida
| USD 21.4 M | +USD 8.56 M | 3 | 3.82% | Aumentadas |
|
| 633 |
TCCM
Timber Creek Capital Management
Boston,
Massachusetts
| USD 21.4 M | -USD 1.48 M | 1 | 4.37% | Reducidas |
|
| 634 |
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 21.3 M | -USD 719 k | 7 | 0.55% | Reducidas |
|
| 635 |
WHGC
Wealth High Governance Capital
Sao Paulo,
Brazil
| USD 21.2 M | +USD 9.2 M | 2 | 6.35% | Aumentadas |
|
| 636 |
GWM
Graybill Wealth Management
Elmhurst,
Illinois
| USD 21.2 M | -USD 817 k | 1 | 5.7% | Reducidas |
|
| 637 |
Jupiter Asset Management
London,
United Kingdom
| USD 21.1 M | -USD 4.97 M | 1 | 0.1% | Reducidas |
|
| 638 |
Daymark Wealth Partners
Cincinnati,
Ohio
| USD 21 M | +USD 26.7 k | 5 | 0.51% | Aumentadas |
|
| 639 |
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 21 M | +USD 159 k | 1 | 1.35% | Aumentadas |
|
| 640 |
Cullen Investment Group
Lafayette,
Louisiana
| USD 20.9 M | -USD 1.05 M | 1 | 2.53% | Reducidas |
|
| 641 |
SNS Financial Group
Minneapolis,
Minnesota
| USD 20.9 M | +USD 19.4 M | 1 | 0.4% | Aumentadas |
|
| 642 |
IGM
Incline Global Management
New York
| USD 20.8 M | +USD 15.6 M | 1 | 5.83% | Nuevas |
|
| 643 |
Franklin Street Advisors
Chapel Hill,
North Carolina
| USD 20.7 M | +USD 215 k | 1 | 1.16% | Aumentadas |
|
| 644 |
Bourgeon Capital Management
Darien,
Connecticut
| USD 20.7 M | +USD 517 k | 1 | 3.04% | Aumentadas |
|
| 645 |
Bradley Foster & Sargent
Hartford,
Connecticut
| USD 20.6 M | +USD 2.07 M | 2 | 0.29% | Aumentadas |
|
| 646 |
Goelzer Investment Management
Carmel,
Indiana
| USD 20.6 M | -USD 616 k | 1 | 0.9% | Reducidas |
|
| 647 |
Steelhead Partners
Seattle,
Washington
| USD 20.6 M | +USD 19.3 M | 1 | 1.47% | Nuevas |
|
| 648 |
Alecta Tjanstepension Omsesidigt
Stockholm,
Sweden
| USD 20.6 M | +USD 20.6 M | 1 | 0.09% | Nuevas |
|
| 649 |
SCA
Snowden Capital Advisors
New York
| USD 20.4 M | -USD 1 M | 6 | 0.48% | Reducidas |
|
| 650 |
Cary Street Partners
Richmond,
Virginia
| USD 20.3 M | +USD 348 k | 3 | 0.44% | Aumentadas |
|