← 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
576
DNCA Finance
DNCA Finance
France
$2583万 -$240万 3 1.25% 減少
577
Troluce Capital Advisors
Troluce Capital Advisors
Puerto Rico
$2572万 -$437万 2 2.65% 減少
578
Next Century Growth Investors
Next Century Growth Investors
Minnesota
$2570万 +$777万 1 1.36% 買い増し
579
Algert Global
Algert Global
California
$2564万 +$1272万 4 0.3% 買い増し
580
SCGE Management
SCGE Management
California
$2530万 +$2748万 1 0.43% 新規
581
Grimes & Company
Grimes & Company
Massachusetts
$2525万 +$7.26万 1 0.55% 買い増し
582
Inspire Investing
Inspire Investing
Idaho
$2522万 +$615万 4 1.04% 買い増し
583
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$2522万 +$803万 3 0.28% 買い増し
584
Walleye Trading
Walleye Trading
New York
$2488万 +$1480万 6 0.03% 買い増し
585
Suncoast Equity Management
Suncoast Equity Management
Florida
$2462万 -$219万 2 3.08% 減少
586
Krane Funds Advisors
Krane Funds Advisors
New York
$2451万 +$1505万 2 0.87% 買い増し
587
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2442万 +$728万 3 0.05% 買い増し
588
Bailard
Bailard
California
$2434万 -$7.94万 1 0.5% 減少
589
Parnassus Investments
Parnassus Investments
California
$2428万 -$91万 1 0.06% 減少
590
Generate Investment Management
Generate Investment Management
New Zealand
$2417万 -$863万 2 0.99% 減少
591
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$2410万 -$1356万 3 0.28% 減少
592
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$2406万 +$64.5万 2 0.16% 買い増し
593
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$2397万 +$90.2万 1 0.36% 買い増し
594
Moors & Cabot
Moors & Cabot
Massachusetts
$2380万 +$159万 5 0.93% 買い増し
595
Fullerton Fund Management
Fullerton Fund Management
Singapore
$2375万 -$375万 1 1.53% 減少
596
Beacon Investment Advisory Services
Beacon Investment Advisory Services
New Jersey
$2374万 -$73.5万 2 0.88% 減少
597
KR Capital LP
KR Capital LP
New York
$2373万 +$1890万 2 2.35% 新規
598
Rakuten Investment Management
Rakuten Investment Management
Japan
$2368万 +$467万 1 0.07% 買い増し
599
Polymer Capital Management (HK)
Polymer Capital Management (HK)
Hong Kong
$2366万 +$1289万 6 1.2% 買い増し
600
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$2362万 -$1013万 4 0.38% 減少