← すべてのテーマ データセンター・デジタルインフラ構築

AI向け電力

AI向け電力には、新たなデータセンターの電力需要を賄うために契約が進む発電設備、タービン、変圧器、独立系発電事業者が含まれます。容量拡大を制約するボトルネックは、もはや半導体ではなく電力供給です。

22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
276
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9499万 -$1.39億 3 0.14% 減少
277
Jump Financial
Jump Financial
Illinois
$9491万 +$6290万 7 0.76% 買い増し
278
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$9456万 -$1415万 3 0.45% 減少
279
Vident Advisory
Vident Advisory
Georgia
$9453万 +$91.8万 7 0.68% 買い増し
280
Phoenix Financial
Phoenix Financial
Israel
$9412万 +$7600万 3 0.64% 買い増し
281
MML Investors Services
MML Investors Services
Massachusetts
$9379万 +$1554万 8 0.19% 買い増し
282
Thames Capital Management
Thames Capital Management
New Jersey
$9349万 +$6307万 4 7.69% 買い増し
283
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$9308万 +$726万 7 0.25% 買い増し
284
Defiance ETFs
Defiance ETFs
New York
$9261万 +$5271万 6 1.26% 買い増し
285
Park West Asset Management
Park West Asset Management
California
$9214万 -$6646万 1 6.28% 減少
286
Pinnacle Associates
Pinnacle Associates
New York
$9102万 -$146万 4 0.99% 減少
287
Empowered Funds
Empowered Funds
Pennsylvania
$9067万 -$817万 3 0.48% 減少
288
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$9025万 +$1149万 11 0.46% 買い増し
289
First Financial Bankshares
First Financial Bankshares
Texas
$8987万 +$34.6万 1 1.68% 買い増し
290
Kestra Advisory Services
Kestra Advisory Services
Texas
$8967万 +$634万 5 0.29% 買い増し
291
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$8917万 -$1140万 4 0.24% 減少
292
Arizona State Retirement System
Arizona State Retirement System
Arizona
$8853万 +$347万 6 0.45% 買い増し
293
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$8806万 -$1208万 4 0.11% 減少
294
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$8768万 -$3758万 1 0.57% 減少
295
Logan Capital Management
Logan Capital Management
Pennsylvania
$8726万 +$6854万 3 3.25% 新規
296
Eventide Asset Management
Eventide Asset Management
Massachusetts
$8686万 -$1182万 4 1.16% 減少
297
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$8686万 -$3814万 4 0.26% 減少
298
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$8682万 -$940万 5 0.4% 減少
299
Quadrature Capital
Quadrature Capital
United Kingdom
$8676万 +$8861万 8 0.74% 買い増し
300
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
$8673万 -$2892万 1 2.72% 減少