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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
426
Needham Investment Management
Needham Investment Management
New York
US$1.7억 +US$258만 6 5.1% 증가
427
Hazelview Securities
Hazelview Securities
Ontario, Canada
US$1.69억 +US$1123만 5 23.48% 증가
428
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
US$1.69억 +US$8305만 14 1.47% 증가
429
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
US$1.69억 +US$435만 32 1.39% 증가
430
CastleKnight Management
CastleKnight Management
New York
US$1.69억 -US$7837만 15 2.29% 축소
431
Copeland Capital Management
Copeland Capital Management
Pennsylvania
US$1.67억 -US$2083만 7 3.44% 축소
432
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
US$1.64억 +US$1.4억 2 2.82% 신규
433
OP Asset Management
OP Asset Management
US$1.63억 -US$1.31억 15 1.74% 축소
434
Uniplan Investment Counsel
Uniplan Investment Counsel
Wisconsin
US$1.61억 +US$2117만 7 15.14% 증가
435
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
US$1.61억 +US$8724만 12 1.63% 증가
436
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
US$1.61억 -US$882만 25 1.09% 축소
437
Tocqueville Asset Management
Tocqueville Asset Management
New York
US$1.6억 -US$462만 6 2.12% 축소
438
INTECH Investment Management
INTECH Investment Management
Florida
US$1.6억 +US$4223만 28 1.47% 증가
439
Jain Global
Jain Global
New York
US$1.6억 -US$2627만 14 0.63% 축소
440
Cardano Risk Management
Cardano Risk Management
Netherlands
US$1.59억 -US$107만 1 1.23% 축소
441
Glenmede Trust
Glenmede Trust
Pennsylvania
US$1.59억 +US$695만 23 0.7% 증가
442
GAMCO Investors
GAMCO Investors
Connecticut
US$1.57억 -US$1886만 8 1.41% 축소
443
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
US$1.57억 -US$1667만 6 1% 축소
444
Chilton Capital Management
Chilton Capital Management
Texas
US$1.57억 +US$3211만 11 4.94% 증가
445
Elliott Investment Management
Elliott Investment Management
Florida
US$1.56억 US$0 1 0.69% 유지됨
446
Cardinal Capital Management Inc (Canada)
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
US$1.56억 +US$362만 2 3.78% 증가
447
QRG Capital Management
QRG Capital Management
Illinois
US$1.56억 +US$1102만 18 1.28% 증가
448
Ranger Investment Management
Ranger Investment Management
Texas
US$1.56억 +US$75.4만 5 9.86% 증가
449
Park West Asset Management
Park West Asset Management
California
US$1.55억 -US$7583만 4 10.58% 축소
450
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland)
US$1.55억 +US$1.31억 15 2.95% 증가