← すべてのテーマ

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
151
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$9.5億 -$1.37億 5 13.24% 減少
152
Asset Management One
Asset Management One
Japan
$9.42億 -$1144万 21 2.42% 減少
153
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$9.32億 +$9402万 28 2.04% 買い増し
154
Royal London Asset Management
Royal London Asset Management
United Kingdom
$9.27億 -$3095万 13 1.71% 減少
155
Aviva
Aviva
United Kingdom
$9.26億 +$6363万 16 1.36% 買い増し
156
Alyeska Investment Group
Alyeska Investment Group
Illinois
$9.03億 +$3.77億 17 2.32% 買い増し
157
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$9.02億 -$1502万 25 1.52% 減少
158
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$9.01億 +$6248万 30 1.49% 買い増し
159
Voloridge Investment Management
Voloridge Investment Management
Florida
$8.96億 +$2.01億 19 3.81% 買い増し
160
Korea Investment Corp
Korea Investment Corp
South Korea
$8.81億 +$1993万 15 1.67% 買い増し
161
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$8.52億 -$2.96億 4 2.01% 減少
162
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$8.51億 +$1.19億 18 0.98% 買い増し
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.45億 -$1.42億 12 1.2% 減少
164
Rockefeller Capital Management
Rockefeller Capital Management
New York
$8.41億 +$4445万 48 1.29% 買い増し
165
Bessemer Group
Bessemer Group
New Jersey
$8.41億 -$657万 27 1.16% 減少
166
KBC Group
KBC Group
Belgium
$8.14億 -$1.57億 30 1.76% 減少
167
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$8.01億 +$5000万 27 1.32% 買い増し
168
Jones Financial Companies
Jones Financial Companies
Missouri
$8億 +$1.11億 48 0.32% 買い増し
169
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.95億 -$638万 29 2.34% 減少
170
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.95億 +$2.6億 20 2.06% 買い増し
171
AMF Tjänstepension
AMF Tjänstepension
Sweden
$7.92億 -$9957万 4 4.69% 減少
172
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.82億 -$1255万 39 2.39% 減少
173
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.81億 +$1551万 18 1.48% 買い増し
174
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$7.73億 -$6917万 11 4.21% 減少
175
CI Investments Inc
CI Investments Inc
Ontario, Canada
$7.72億 +$6902万 18 2.48% 買い増し