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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
376
Evercore Wealth Management
Evercore Wealth Management
New York
US$2.31억 -US$3968만 10 3.27% 축소
377
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
US$2.31억 +US$1486만 3 5.28% 증가
378
Artemis Investment Management
Artemis Investment Management
United Kingdom
US$2.31억 -US$388만 4 2.05% 축소
379
GF Fund Management
GF Fund Management
China
US$2.3억 +US$1.91억 8 2.76% 증가
380
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
US$2.3억 +US$4078만 18 1.7% 증가
381
Royce & Associates
Royce & Associates
New York
US$2.29억 -US$1800만 8 1.84% 축소
382
Atika Capital Management
Atika Capital Management
New York
US$2.28억 -US$46.5만 2 15% 축소
383
Westwood Holdings Group
Westwood Holdings Group
Texas
US$2.28억 -US$9590만 12 1.72% 축소
384
Police & Firemen's Retirement System of New Jersey
Police & Firemen's Retirement System of New Jersey
New Jersey
US$2.27억 -US$1237만 42 1.71% 축소
385
Clear Street
Clear Street
New York
US$2.26억 +US$8939만 10 0.57% 증가
386
Xponance
Xponance
Pennsylvania
US$2.25억 +US$1878만 31 1.38% 증가
387
&Partners
&Partners
Tennessee
US$2.22억 +US$1905만 26 0.91% 증가
388
Axiom Investors
Axiom Investors
Connecticut
US$2.22억 +US$8762만 7 1.92% 증가
389
Forest Avenue Capital Management
Forest Avenue Capital Management
Florida
US$2.22억 +US$4971만 2 9.31% 증가
390
Kestra Advisory Services
Kestra Advisory Services
Texas
US$2.12억 +US$1651만 31 0.68% 증가
391
Amalgamated Bank
Amalgamated Bank
New York
US$2.11억 -US$1246만 29 1.46% 축소
392
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
US$2.1억 US$0 1 0.82% 유지됨
393
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
US$2.1억 +US$1003만 23 1.05% 증가
394
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
US$2.09억 +US$7074만 22 0.57% 증가
395
Jefferies Financial Group
Jefferies Financial Group
New York
US$2.07억 +US$4383만 21 1.36% 증가
396
Sanctuary Advisors
Sanctuary Advisors
Indiana
US$2.07억 +US$1040만 29 0.96% 증가
397
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
US$2.04억 +US$1567만 19 1.32% 증가
398
Pathstone Holdings
Pathstone Holdings
New Jersey
US$2.04억 +US$936만 27 0.6% 증가
399
LMR Partners
LMR Partners
United Kingdom
US$2.04억 +US$7719만 24 0.76% 증가
400
Freestone Grove Partners
Freestone Grove Partners
California
US$2.04억 +US$4892만 12 1.31% 증가