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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
351
Oberweis Asset Management
Oberweis Asset Management
Illinois
$6385万 +$242万 2 1.32% 買い増し
352
SEB Asset Management
SEB Asset Management
$6341万 -$88.6万 2 0.24% 減少
353
Calamos Advisors
Calamos Advisors
Illinois
$6322万 -$1100万 4 0.21% 減少
354
Moran Wealth Management
Moran Wealth Management
Florida
$6225万 -$886万 4 1.7% 減少
355
Amalgamated Bank
Amalgamated Bank
New York
$6212万 -$1454万 7 0.43% 減少
356
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$6204万 -$1271万 3 0.74% 減少
357
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$6162万 +$265万 3 0.75% 買い増し
358
SRFM
Shannon River Fund Management
New York
$6156万 +$832万 1 5.49% 買い増し
359
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$6080万 +$213万 6 0.5% 買い増し
360
Jain Global
Jain Global
New York
$6076万 -$2823万 5 0.24% 減少
361
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$6040万 +$195万 2 0.65% 買い増し
362
Group One Trading
Group One Trading
Illinois
$6028万 +$2511万 6 0.08% 買い増し
363
Citizens Financial Group
Citizens Financial Group
Rhode Island
$6026万 +$104万 4 0.73% 買い増し
364
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$6003万 -$1093万 4 0.21% 減少
365
GJL
Gendell Jeffrey L
$5997万 -$364万 1 0.53% 減少
366
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co
Finland
$5976万 +$2331万 3 0.32% 買い増し
367
Kennedy Capital Management
Kennedy Capital Management
Missouri
$5967万 +$1267万 2 1.06% 買い増し
368
Axiom Investors
Axiom Investors
Connecticut
$5951万 +$1107万 3 0.51% 買い増し
369
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$5945万 +$136万 3 0.41% 買い増し
370
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings
$5939万 -$989万 1 0.95% 減少
371
Oribel Capital Management
Oribel Capital Management
New York
$5875万 -$4299万 1 1.78% 減少
372
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$5832万 +$24万 4 0.58% 買い増し
373
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
$5827万 -$640万 11 0.44% 減少
374
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$5805万 -$622万 5 0.4% 減少
375
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$5800万 +$4669万 3 1.09% 買い増し