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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
851
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$5197万 +$588万 7 0.62% 買い増し
852
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$5195万 +$591万 8 0.68% 買い増し
853
Penserra Capital Management
Penserra Capital Management
California
$5184万 -$2403万 22 0.4% 減少
854
Snowden Capital Advisors
Snowden Capital Advisors
New York
$5151万 +$74.2万 23 1.22% 買い増し
855
Emerald Investment Advisers
Emerald Investment Advisers
Pennsylvania
$5136万 -$830万 8 3.42% 減少
856
Generali Asset Management
Generali Asset Management
Italy
$5136万 -$945万 11 0.93% 減少
857
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$5114万 +$196万 23 0.48% 買い増し
858
Capstone Investment Advisors
Capstone Investment Advisors
New York
$5086万 +$1871万 19 0.09% 買い増し
859
Azimuth Capital Investment Management
Azimuth Capital Investment Management
Michigan
$5084万 -$1045万 3 1.72% 減少
860
Ariel Investments
Ariel Investments
Illinois
$5072万 -$4636万 1 0.51% 減少
861
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors
Connecticut
$5065万 +$35万 7 2.54% 買い増し
862
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$5056万 +$10.5万 6 0.74% 買い増し
863
Cable Car Capital
Cable Car Capital
California
$5054万 +$2672万 3 1.08% 買い増し
864
Axxcess Wealth Management
Axxcess Wealth Management
California
$5031万 +$1239万 12 0.8% 買い増し
865
Jay A. Fishman Ltd
Jay A. Fishman Ltd
Michigan
$5028万 -$736万 1 4% 減少
866
SONA Asset Management (US)
SONA Asset Management (US)
New York
$5014万 +$1354万 10 1.05% 買い増し
867
Summit Trail Advisors
Summit Trail Advisors
New York
$5009万 +$111万 24 0.63% 買い増し
868
Groupama Asset Management
Groupama Asset Management
France
$4999万 +$261万 7 0.63% 買い増し
869
FengHe Fund Management
FengHe Fund Management
Singapore
$4981万 +$3264万 1 4.72% 買い増し
870
Saudi Central Bank
Saudi Central Bank
Saudi Arabia
$4978万 +$2313万 10 0.65% 買い増し
871
Anatole Investment Management
Anatole Investment Management
Hong Kong
$4961万 +$1152万 2 8.41% 買い増し
872
Northern Right Capital Management
Northern Right Capital Management
Connecticut
$4959万 +$1505万 3 14.72% 買い増し
873
Brandes Investment Partners
Brandes Investment Partners
California
$4932万 -$5656万 2 0.35% 減少
874
Keystone Investors
Keystone Investors
Singapore
$4916万 +$4611万 5 2.63% 新規
875
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$4887万 +$120万 11 1.39% 買い増し