← 모든 테마

데이터 센터 및 디지털 인프라

데이터 센터와 디지털 인프라는 컴퓨팅이 실제로 가동되는 데 필요한 건물, 전력, 냉각 설비를 말해요. 인공지능 수요로 안정적이던 부동산·유틸리티 사업은 전력과 부지 제약 속에서 공급 능력을 확보하려는 경쟁으로 바뀌었어요.

79개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
226
William Blair & Company
William Blair & Company
Illinois
US$5.05억 +US$2388만 22 1.31% 증가
227
BIT Capital
BIT Capital
Germany
US$5.04억 -US$1.29억 8 14.92% 축소
228
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$5.04억 -US$3071만 25 1.43% 축소
229
Wasatch Advisors
Wasatch Advisors
Utah
US$4.97억 -US$2.61억 3 3.25% 축소
230
Brown Advisory
Brown Advisory
Maryland
US$4.96억 -US$3.46억 20 0.77% 축소
231
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
US$4.93억 -US$2.05억 11 1.25% 축소
232
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
US$4.93억 -US$1922만 30 1.68% 축소
233
STRS Ohio
STRS Ohio
Ohio
US$4.9억 -US$2.97억 32 1.84% 축소
234
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
US$4.87억 +US$2241만 28 1.57% 증가
235
WCM Investment Management
WCM Investment Management
California
US$4.86억 +US$3434만 7 0.88% 증가
236
Corient Private Wealth
Corient Private Wealth
Florida
US$4.83억 -US$8030만 33 0.67% 축소
237
Macquarie Group
Macquarie Group
Australia
US$4.79억 +US$3981만 20 2.07% 증가
238
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
US$4.76억 +US$1.77억 16 1.63% 증가
239
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
US$4.7억 +US$3344만 10 5.3% 증가
240
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
US$4.68억 +US$8475만 19 2.27% 증가
241
Cerity Partners
Cerity Partners
New York
US$4.66억 -US$184만 36 0.56% 축소
242
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
US$4.66억 +US$1.82억 26 0.9% 증가
243
Davenport & Co
Davenport & Co
Virginia
US$4.64억 -US$3496만 19 2.28% 축소
244
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$4.59억 -US$3.04억 8 2.99% 축소
245
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
US$4.58억 +US$2224만 25 0.47% 증가
246
Munro Partners
Munro Partners
Australia
US$4.41억 +US$1.05억 6 9.71% 증가
247
Adelante Capital Management
Adelante Capital Management
California
US$4.3억 -US$1664만 4 28.3% 축소
248
Chevy Chase Trust
Chevy Chase Trust
Maryland
US$4.3억 +US$1508만 11 1.1% 증가
249
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
US$4.25억 -US$4159만 26 1.47% 축소
250
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
US$4.18억 +US$9773만 37 0.7% 증가