IA soberana
La IA soberana es el impulso de los gobiernos por contar con capacidad para entrenar modelos dentro de sus propias fronteras, por motivos de seguridad, idioma y política industrial. Esto convierte los presupuestos nacionales en pedidos de capacidad de cómputo, energía e integración de sistemas.
1 acciones
| # | Nombre | Posición | Valor operado |
Acciones del tema |
% del portafolio | Estado | |
|---|---|---|---|---|---|---|---|
| 1 |
SA
Situational Awareness
San Francisco,
California
| USD 457 M | +USD 260 M | 1 | 2.26% | Aumentadas |
|
| 2 |
Millennium Management
New York
| USD 112 M | +USD 35.9 M | 1 | 0.04% | Aumentadas |
|
| 3 |
Two Seas Capital
Rye,
New York
| USD 110 M | +USD 49.5 M | 1 | 2.17% | Aumentadas |
|
| 4 |
Lone Pine Capital
Greenwich,
Connecticut
| USD 102 M | +USD 68.3 M | 1 | 0.63% | Nuevas |
|
| 5 |
Citadel Advisors
Miami,
Florida
| USD 100 M | +USD 64.9 M | 1 | 0.01% | Aumentadas |
|
| 6 |
MCS
Mercuria Capital Strategies
Houston,
Texas
| USD 65 M | +USD 43.3 M | 1 | 39.84% | Nuevas |
|
| 7 |
SONA Asset Management (US)
New York
| USD 63.4 M | +USD 36.6 M | 1 | 1.33% | Aumentadas |
|
| 8 |
Regal Partners
Sydney, NSW,
Australia
| USD 45.3 M | +USD 18.8 M | 1 | 2.5% | Aumentadas |
|
| 9 |
UBS Group
Zurich,
Switzerland
| USD 41.9 M | +USD 27.9 M | 1 | 0.01% | Aumentadas |
|
| 10 |
Point72 Asset Management
Stamford,
Connecticut
| USD 37 M | +USD 24.6 M | 1 | 0.04% | Nuevas |
|
| 11 |
Oaktree Capital Management
Los Angeles,
California
| USD 24.5 M | -USD 40.1 M | 1 | 0.34% | Reducidas |
|
| 12 |
Anson Funds Management
Dallas,
Texas
| USD 22.7 M | -USD 6.11 M | 1 | 1.35% | Reducidas |
|
| 13 |
BlackRock
New York
| USD 21.1 M | +USD 14.1 M | 1 | 0% | Nuevas |
|
| 14 |
Neuberger Berman Group
New York
| USD 19 M | +USD 12.7 M | 1 | 0.01% | Nuevas |
|
| 15 |
Clearline Capital
New York
| USD 17.1 M | +USD 11.4 M | 1 | 1.02% | Nuevas |
|
| 16 |
SM
Scoggin Management
New York
| USD 16.5 M | +USD 10.2 M | 1 | 1.77% | Aumentadas |
|
| 17 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| USD 15.1 M | +USD 10.1 M | 1 | 0.02% | Nuevas |
|
| 18 |
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 12.5 M | +USD 10.3 M | 1 | 0.19% | Nuevas |
|
| 19 |
Alaska Wealth Advisors
Anchorage,
Alaska
| USD 10.8 M | -USD 4.66 M | 1 | 1.17% | Reducidas |
|
| 20 |
PM
Plustick Management
Charlottesville,
Virginia
| USD 10.2 M | +USD 6.77 M | 1 | 3.78% | Nuevas |
|
| 21 |
CastleKnight Management
New York
| USD 9.36 M | +USD 6.24 M | 1 | 0.13% | Nuevas |
|
| 22 |
PC
Panoramic Capital
Larkspur,
California
| USD 9.05 M | +USD 4.9 M | 1 | 3.89% | Aumentadas |
|
| 23 |
Morgan Stanley
New York
| USD 8.55 M | +USD 5.69 M | 1 | 0% | Aumentadas |
|
| 24 |
Conversant Capital
Summit,
New Jersey
| USD 8.53 M | +USD 5.69 M | 1 | 1% | Nuevas |
|
| 25 |
Goldman Sachs
New York
| USD 8.52 M | +USD 4.94 M | 1 | 0% | Aumentadas |
|