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데이터 센터 및 디지털 인프라

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

78개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
326
Thames Capital Management
Thames Capital Management
New Jersey
US$2.81억 +US$8335만 13 23.14% 증가
327
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$2.81억 -US$676만 12 1.34% 축소
328
Tudor Investment Corp
Tudor Investment Corp
Connecticut
US$2.79억 +US$1.15억 21 0.39% 증가
329
Starboard Value
Starboard Value
New York
US$2.77억 -US$1.22억 1 6.12% 축소
330
Burkehill Global Management
Burkehill Global Management
New York
US$2.76억 -US$1597만 7 9.98% 축소
331
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
US$2.75억 -US$1888만 12 2.01% 축소
332
Haverford Trust Company
Haverford Trust Company
Pennsylvania
US$2.74억 +US$1228만 6 2.37% 증가
333
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
US$2.73억 -US$878만 12 1.89% 축소
334
M&T Bank
M&T Bank
New York
US$2.72억 +US$32.9만 26 0.8% 증가
335
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
US$2.71억 +US$2.44억 1 3.05% 신규
336
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$2.7억 -US$937만 6 2.14% 축소
337
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
US$2.69억 US$0 2 5.14% 유지됨
338
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
US$2.67억 +US$9862만 2 1.97% 증가
339
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
US$2.67억 +US$1551만 6 4.05% 증가
340
Arax Advisory Partners
Arax Advisory Partners
Colorado
US$2.67억 +US$2.31억 46 1.77% 증가
341
Quadrature Capital
Quadrature Capital
United Kingdom
US$2.66억 +US$2.56억 22 2.28% 증가
342
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
US$2.66억 -US$163만 20 2.64% 축소
343
Nissay Asset Management
Nissay Asset Management
Japan
US$2.65억 +US$4986만 12 1.12% 증가
344
PGGM Investments
PGGM Investments
Netherlands
US$2.65억 -US$6.19억 4 6.52% 축소
345
Defiance ETFs
Defiance ETFs
New York
US$2.65억 -US$5.69억 23 3.59% 축소
346
Blue Whale Capital
Blue Whale Capital
United Kingdom
US$2.65억 +US$1.11억 2 8.39% 증가
347
Oasis Management Company
Oasis Management Company
Cayman Islands
US$2.64억 -US$6725만 5 14.06% 축소
348
Southpoint Capital Advisors
Southpoint Capital Advisors
New York
US$2.61억 US$0 1 5.93% 유지됨
349
Epoch Investment Partners
Epoch Investment Partners
New York
US$2.59억 -US$9076만 3 1.47% 축소
350
HA
Harbor Advisors
Florida
US$2.59억 +US$108만 6 32.53% 증가