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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
251
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
US$4.18억 +US$5272만 3 3.7% 증가
252
Select Equity Group
Select Equity Group
New York
US$4.16억 -US$1.24억 4 2.05% 축소
253
Viking Global Investors
Viking Global Investors
Connecticut
US$4.15억 +US$4.23억 1 1.18% 증가
254
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
US$4.1억 -US$4857만 25 1.1% 축소
255
AEW Capital Management
AEW Capital Management
Massachusetts
US$4.06억 +US$7586만 5 24.25% 증가
256
ProShare Advisors
ProShare Advisors
Maryland
US$4.06억 -US$3063만 25 0.59% 축소
257
Vident Advisory
Vident Advisory
Georgia
US$4.05억 +US$3028만 36 2.92% 증가
258
Resona Asset Management
Resona Asset Management
Japan
US$4.05억 -US$2174만 13 1.9% 축소
259
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
US$4.04억 -US$171만 2 10.99% 축소
260
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
US$3.97억 -US$1337만 39 0.64% 축소
261
Winslow Capital Management
Winslow Capital Management
Minnesota
US$3.89억 +US$9440만 1 1.34% 증가
262
Bahl & Gaynor
Bahl & Gaynor
Ohio
US$3.86억 -US$337만 7 1.78% 축소
263
Los Angeles Capital Management
Los Angeles Capital Management
California
US$3.86억 +US$2.28억 30 1.42% 증가
264
USS Investment Management
USS Investment Management
United Kingdom
US$3.85억 +US$2.28억 16 1.38% 증가
265
Regents of the University of California
Regents of the University of California
California
US$3.82억 US$0 1 8.76% 유지됨
266
Check Capital Management
Check Capital Management
California
US$3.76억 +US$1.98억 1 4.99% 증가
267
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
US$3.72억 +US$1.7억 9 2.08% 증가
268
SEB Asset Management
SEB Asset Management
US$3.7억 +US$7026만 12 1.39% 증가
269
Merewether Investment Management
Merewether Investment Management
Texas
US$3.68억 +US$1.24억 6 6.93% 증가
270
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
US$3.67억 +US$1.4억 34 1.32% 증가
271
Silvercrest Asset Management
Silvercrest Asset Management
New York
US$3.67억 -US$8092만 17 2.41% 축소
272
TCIM
TOMS Capital Investment Management
New York
US$3.67억 +US$3.52억 3 7.85% 신규
273
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
US$3.64억 +US$934만 23 2.18% 증가
274
Heitman Real Estate Securities
Heitman Real Estate Securities
Illinois
US$3.64억 +US$458만 4 23.34% 증가
275
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
US$3.62억 +US$2.27억 7 7.11% 증가