← 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
301
Glenmede Trust
Glenmede Trust
Pennsylvania
$8671万 -$1453万 5 0.38% 減少
302
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$8645万 +$56.7万 5 0.85% 買い増し
303
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
$8589万 $0 1 3.22% 維持
304
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$8522万 +$74.4万 8 0.27% 買い増し
305
NEOS Investment Management
NEOS Investment Management
Connecticut
$8396万 +$1395万 3 0.31% 買い増し
306
William Blair & Company
William Blair & Company
Illinois
$8387万 +$296万 5 0.22% 買い増し
307
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$8353万 +$128万 4 0.37% 買い増し
308
Czech National Bank
Czech National Bank
Czech Republic
$8339万 +$1568万 3 0.45% 買い増し
309
NewEdge Advisors
NewEdge Advisors
Louisiana
$8318万 +$597万 11 0.25% 買い増し
310
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$8314万 +$3593万 8 0.3% 買い増し
311
Ostrum Asset Management
Ostrum Asset Management
France
$8295万 +$1097万 3 4% 買い増し
312
Jefferies Financial Group
Jefferies Financial Group
New York
$8217万 +$2620万 5 0.54% 買い増し
313
Daiwa Securities Group
Daiwa Securities Group
Japan
$8087万 +$634万 5 0.16% 買い増し
314
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$7781万 -$1152万 2 1.56% 減少
315
Nicholas Company
Nicholas Company
Wisconsin
$7775万 +$51.4万 1 1.42% 買い増し
316
R.M. Davis Inc
R.M. Davis Inc
Maine
$7771万 -$56.4万 1 1.23% 減少
317
Eastern Bank
Eastern Bank
Massachusetts
$7708万 +$137万 3 1.18% 買い増し
318
Candriam SCA
Candriam SCA
Luxembourg
$7583万 -$2108万 1 0.34% 減少
319
Vaughan David Investments
Vaughan David Investments
Illinois
$7478万 -$72.5万 1 1.49% 減少
320
Ancora Advisors
Ancora Advisors
Ohio
$7463万 -$519万 6 1.44% 減少
321
Americana Partners
Americana Partners
Texas
$7424万 +$592万 2 1.67% 買い増し
322
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$7348万 -$180万 4 0.21% 減少
323
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$7344万 -$126万 1 0.58% 減少
324
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$7310万 $0 1 1.78% 維持
325
Soros Fund Management
Soros Fund Management
New York
$7304万 +$5794万 3 0.9% 買い増し