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データセンター・デジタルインフラ

データセンターとデジタルインフラとは、コンピューティングを実際に支える建物、電力、冷却設備のことです。人工知能の需要により、安定した不動産・公益事業が、電力と土地の制約を受ける供給能力を巡る競争へと変わりました。

79銘柄

# 名前 保有額 取引額 テーマ
銘柄
ポートフォリオに
占める割合
ステータス
801
Greenlea Lane Capital Management
Greenlea Lane Capital Management
Connecticut
$5932万 $0 1 16.29% 維持
802
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5921万 -$326万 7 1.27% 減少
803
Intrinsic Edge Capital Management
Intrinsic Edge Capital Management
Illinois
$5919万 -$530万 5 6.12% 減少
804
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$5912万 +$1957万 22 0.26% 買い増し
805
VHMC
Value Holdings Management Company
New York
$5894万 $0 1 9.85% 維持
806
Oribel Capital Management
Oribel Capital Management
New York
$5875万 -$4299万 1 1.78% 減少
807
Delta Asset Management
Delta Asset Management
Tennessee
$5859万 -$64.4万 7 5.07% 減少
808
Van Berkom & Associates
Van Berkom & Associates
Quebec, Canada
$5847万 -$3867万 1 1.88% 減少
809
Turtle Creek Asset Management
Turtle Creek Asset Management
Ontario, Canada
$5834万 -$268万 1 2.28% 減少
810
Westchester Capital Management (New York)
Westchester Capital Management (New York)
New York
$5834万 +$768万 1 2.86% 買い増し
811
Simplex Trading
Simplex Trading
Illinois
$5829万 +$489万 34 0.03% 買い増し
812
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$5825万 -$54.2万 13 1.36% 減少
813
Blue Door Asset Management
Blue Door Asset Management
Connecticut
$5776万 -$776万 1 27.21% 減少
814
Savant Capital
Savant Capital
Illinois
$5776万 +$3315万 25 0.17% 買い増し
815
Hodges Capital Management
Hodges Capital Management
Texas
$5762万 -$756万 2 3.81% 減少
816
Pacific Heights Asset Management
Pacific Heights Asset Management
California
$5742万 $0 2 1.82% 維持
817
Kinetic Partners Management
Kinetic Partners Management
Florida
$5737万 +$4293万 1 1.37% 新規
818
Soma Equity Partners
Soma Equity Partners
California
$5732万 +$6517万 1 3.99% 新規
819
MC
Maplelane Capital
New York
$5729万 +$11.1万 4 1.04% 買い増し
820
CA
Cornerstone Advisors
North Carolina
$5729万 -$1781万 4 1.89% 減少
821
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$5711万 -$31.8万 16 0.55% 減少
822
Fort Washington Investment Advisors
Fort Washington Investment Advisors
Ohio
$5681万 -$690万 3 0.29% 減少
823
Tremblant Capital Group
Tremblant Capital Group
Florida
$5581万 -$98.8万 1 1.6% 減少
824
American Capital Management
American Capital Management
New York
$5575万 +$1087万 2 2.5% 買い増し
825
BPIM
Brant Point Investment Management
New York
$5575万 -$612万 5 6.85% 減少