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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.

78개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
76
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
US$23.7억 +US$7647만 43 1.1% 증가
77
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
US$22.3억 +US$1.46억 18 0.99% 증가
78
Capital International Investors
Capital International Investors
California
US$22.3억 -US$1.78억 11 0.46% 축소
79
Swedbank
Swedbank
Sweden
US$21.9억 +US$3443만 17 1.89% 증가
80
SEI Investments
SEI Investments
Pennsylvania
US$21.7억 -US$3.91억 41 1.92% 축소
81
DZ Bank
DZ Bank
Germany
US$21.6억 +US$2.16억 26 1.66% 증가
82
Point72 Asset Management
Point72 Asset Management
Connecticut
US$21.4억 +US$1.82억 30 2.36% 증가
83
California Public Employees Retirement System
California Public Employees Retirement System
California
US$21.2억 +US$5424만 19 1.2% 증가
84
Victory Capital Management
Victory Capital Management
Texas
US$21억 -US$1.48억 34 1.18% 축소
85
TD Asset Management
TD Asset Management
Ontario, Canada
US$21억 -US$4.92억 23 1.82% 축소
86
Brookfield Corp
Brookfield Corp
Ontario, Canada
US$20.6억 -US$1.34억 9 2.68% 축소
87
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
US$20.5억 -US$8868만 20 1.45% 축소
88
Vanguard Asset Management
Vanguard Asset Management
US$20.3억 +US$2.3억 33 1.37% 증가
89
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
US$19.9억 +US$1.3억 24 1.99% 증가
90
Prudential Financial
Prudential Financial
New Jersey
US$19.9억 +US$8210만 30 2.16% 증가
91
LPL Financial
LPL Financial
California
US$19.7억 +US$1.11억 50 0.44% 증가
92
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$19.5억 -US$5426만 46 1.47% 축소
93
BNP Paribas Asset Management
BNP Paribas Asset Management
France
US$19.4억 -US$7332만 31 1.94% 축소
94
National Pension Service
National Pension Service
South Korea
US$19.4억 +US$1062만 12 1.25% 증가
95
VanEck Associates
VanEck Associates
New York
US$18.7억 +US$2.93억 31 1.14% 증가
96
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$18.7억 +US$9.6억 30 1.73% 증가
97
Jennison Associates
Jennison Associates
New York
US$18.6억 +US$11.8억 15 1.11% 증가
98
Stifel Financial
Stifel Financial
Missouri
US$18.1억 -US$790만 40 1.51% 축소
99
Lone Pine Capital
Lone Pine Capital
Connecticut
US$18.1억 +US$2959만 4 11.05% 증가
100
National Bank of Canada
National Bank of Canada
Quebec, Canada
US$17.7억 +US$6799만 36 1.26% 증가