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 | |
|---|---|---|---|---|---|---|---|
| 726 |
Burney Company
Reston,
Virginia
| USD 16.1 M | -USD 265 k | 3 | 0.44% | Reducidas |
|
| 727 |
MP
McDonald Partners
Cleveland,
Ohio
| USD 16.1 M | +USD 60.1 k | 1 | 3.91% | Aumentadas |
|
| 728 |
Laird Norton Wetherby Trust Company
Seattle,
Washington
| USD 16.1 M | +USD 188 k | 3 | 0.31% | Aumentadas |
|
| 729 |
Catalyst Capital Advisors
Huntington,
New York
| USD 16 M | -USD 3.35 M | 3 | 0.27% | Reducidas |
|
| 730 |
CD
Chapin Davis
Baltimore,
Maryland
| USD 16 M | +USD 12.1 M | 2 | 2.82% | Nuevas |
|
| 731 |
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 16 M | -USD 133 k | 1 | 1.44% | Reducidas |
|
| 732 |
Capricorn Fund Managers
London,
United Kingdom
| USD 16 M | +USD 12.6 M | 4 | 1.26% | Nuevas |
|
| 733 |
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 15.9 M | +USD 1.39 M | 3 | 0.45% | Aumentadas |
|
| 734 |
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 15.9 M | +USD 8.06 k | 1 | 1.66% | Aumentadas |
|
| 735 |
Vestcor Inc
Fredericton,
New Brunswick, Canada
| USD 15.9 M | -USD 1.59 M | 5 | 0.39% | Reducidas |
|
| 736 |
MidFirst Bank
Oklahoma City,
Oklahoma
| USD 15.9 M | +USD 213 k | 3 | 1.13% | Aumentadas |
|
| 737 |
F/M Investments
Washington,
District of Columbia
| USD 15.8 M | +USD 1.14 M | 2 | 0.81% | Aumentadas |
|
| 738 |
Elo Mutual Pension Insurance
Espoo,
Finland
| USD 15.8 M | +USD 1 M | 1 | 0.2% | Aumentadas |
|
| 739 |
NEI
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| USD 15.8 M | +USD 121 k | 2 | 0.37% | Aumentadas |
|
| 740 |
RNC Capital Management
Los Angeles,
California
| USD 15.7 M | -USD 601 k | 1 | 0.65% | Reducidas |
|
| 741 |
IP
Interval Partners
New York
| USD 15.7 M | -USD 62.8 M | 2 | 0.4% | Reducidas |
|
| 742 |
EFIC
Eliot Finkel Investment Counsel
Beverly Hills,
California
| USD 15.6 M | USD 0 | 1 | 7.29% | Mantenido |
|
| 743 |
Andra AP-fonden
Goteborg,
Sweden
| USD 15.6 M | -USD 4.79 M | 3 | 0.18% | Reducidas |
|
| 744 |
TPCM
Two Point Capital Management
Pittsford,
New York
| USD 15.6 M | -USD 139 k | 1 | 6.27% | Reducidas |
|
| 745 |
Summit Trail Advisors
New York
| USD 15.6 M | -USD 1.36 M | 5 | 0.2% | Reducidas |
|
| 746 |
Anson Funds Management
Dallas,
Texas
| USD 15.5 M | +USD 9.38 M | 4 | 0.92% | Aumentadas |
|
| 747 |
Ritholtz Wealth Management
New York
| USD 15.5 M | +USD 339 k | 5 | 0.23% | Aumentadas |
|
| 748 |
Equitable Holdings
New York
| USD 15.5 M | -USD 867 k | 3 | 0.09% | Reducidas |
|
| 749 |
MUFG Securities EMEA
London,
United Kingdom
| USD 15.4 M | +USD 5.56 M | 4 | 0.16% | Aumentadas |
|
| 750 |
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| USD 15.4 M | -USD 294 k | 3 | 0.43% | Reducidas |
|