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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
651
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
US$8741만 +US$1028만 20 2.5% 증가
652
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
US$8734만 +US$7996만 5 2.88% 신규
653
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
US$8711만 +US$923만 12 0.98% 증가
654
Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel
British Columbia, Canada
US$8696만 +US$56.5만 1 2.83% 증가
655
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
US$8673만 -US$2892만 1 2.72% 축소
656
Empyrean Capital Partners
Empyrean Capital Partners
California
US$8635만 +US$8450만 2 2.85% 증가
657
Sora Investors
Sora Investors
Pennsylvania
US$8607만 -US$3389만 3 6.6% 축소
658
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
US$8589만 US$0 1 3.22% 유지됨
659
Castleark Management
Castleark Management
Illinois
US$8588만 -US$596만 12 2.32% 축소
660
Chilton Investment Company
Chilton Investment Company
Connecticut
US$8511만 +US$1748만 8 2.04% 증가
661
1SP
140 Summer Partners
New York
US$8486만 +US$7512만 2 6.06% 신규
662
De Lisle Partners
De Lisle Partners
United Kingdom
US$8477만 +US$1022만 4 9.25% 증가
663
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers
Washington
US$8455만 +US$234만 6 1.48% 증가
664
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
US$8402만 -US$1984만 3 1.24% 축소
665
GPGA
Grandeur Peak Global Advisors
Utah
US$8389만 -US$1967만 3 19.42% 축소
666
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
US$8381만 +US$3433만 4 3.33% 증가
667
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
US$8352만 -US$56.3만 2 4.02% 축소
668
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
US$8336만 -US$800만 15 1.74% 축소
669
Argent Capital Management
Argent Capital Management
Missouri
US$8330만 -US$2202만 6 2.63% 축소
670
Scheer Rowlett & Associates Investment Management
Scheer Rowlett & Associates Investment Management
Ontario, Canada
US$8280만 -US$59.8만 1 5.95% 축소
671
Atria Investments
Atria Investments
North Carolina
US$8275만 -US$421만 27 0.83% 축소
672
Wolverine Asset Management
Wolverine Asset Management
Illinois
US$8268만 -US$2702만 16 0.73% 축소
673
Generate Investment Management
Generate Investment Management
New Zealand
US$8264만 +US$2424만 4 3.4% 증가
674
ET
Entropy Technologies
New York
US$8253만 +US$3447만 22 3.28% 증가
675
Advisors Capital Management
Advisors Capital Management
New Jersey
US$8240만 +US$124만 13 0.87% 증가