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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
976
Intact Investment Management
Intact Investment Management
Quebec, Canada
US$3913만 -US$569만 5 1.11% 축소
977
Night Squared
Night Squared
New York
US$3903만 +US$1080만 3 4.19% 증가
978
Motley Fool Asset Management
Motley Fool Asset Management
Virginia
US$3892만 +US$926만 7 1.5% 증가
979
Infini Capital Management
Infini Capital Management
Hong Kong
US$3888만 +US$4391만 1 100% 신규
980
Venture Visionary Partners
Venture Visionary Partners
Ohio
US$3873만 +US$90.2만 9 1.08% 증가
981
Quantbot Technologies
Quantbot Technologies
New York
US$3868만 +US$467만 34 1.53% 증가
982
Glynn Capital Management
Glynn Capital Management
California
US$3864만 -US$401만 3 10.63% 축소
983
Trust Company of Vermont
Trust Company of Vermont
Vermont
US$3863만 +US$129만 11 1.44% 증가
984
Easterly Investment Partners
Easterly Investment Partners
Massachusetts
US$3862만 +US$541만 6 1.97% 증가
985
Hedeker Wealth
Hedeker Wealth
Illinois
US$3857만 -US$124만 4 7.36% 축소
986
Capital Impact Advisors
Capital Impact Advisors
Massachusetts
US$3839만 +US$4170만 1 2.15% 신규
987
DNCA Finance
DNCA Finance
France
US$3838만 -US$957만 6 1.86% 축소
988
SC
Shellback Capital
Massachusetts
US$3837만 +US$1743만 1 3.36% 증가
989
E.S. Barr & Co
E.S. Barr & Co
Kentucky
US$3826만 -US$14.7만 1 2.15% 축소
990
Avalon Trust
Avalon Trust
New Mexico
US$3816만 -US$9.9만 10 2.35% 축소
991
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
US$3816만 -US$7.07만 5 1.06% 축소
992
J.W. Cole Advisors
J.W. Cole Advisors
Florida
US$3814만 +US$1144만 21 0.65% 증가
993
Coldstream Capital Management
Coldstream Capital Management
Washington
US$3810만 -US$139만 17 0.48% 축소
994
Larson Financial Group
Larson Financial Group
Missouri
US$3802만 +US$760만 42 1% 증가
995
Burney Company
Burney Company
Virginia
US$3797만 -US$567만 10 1.02% 축소
996
Riverbridge Partners
Riverbridge Partners
Minnesota
US$3794만 -US$12.3만 2 1.06% 축소
997
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
US$3789만 +US$379만 12 1.71% 증가
998
BWCP LP
BWCP LP
Texas
US$3785만 -US$569만 2 5.41% 축소
999
CAM
Crown Advisors Management
California
US$3784만 -US$410만 3 20.78% 축소
1000
Hamilton Point Investment Advisors
Hamilton Point Investment Advisors
North Carolina
US$3776만 +US$9.7천 2 5.32% 증가