← 모든 테마

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
1001
Summit Financial
Summit Financial
New Jersey
US$3773만 +US$542만 22 0.41% 증가
1002
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
US$3771만 -US$60.6만 2 3.83% 축소
1003
Vestor Capital
Vestor Capital
Illinois
US$3749만 +US$560만 6 2.35% 증가
1004
World Investment Advisors
World Investment Advisors
California
US$3744만 -US$134만 17 0.62% 축소
1005
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
US$3742만 +US$883만 38 1.4% 증가
1006
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$3726만 -US$348만 10 0.16% 축소
1007
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
US$3724만 -US$1409만 31 0.99% 축소
1008
Evergreen Capital Management
Evergreen Capital Management
Washington
US$3722만 +US$161만 19 0.65% 증가
1009
Capula Management
Capula Management
Cayman Islands
US$3715만 +US$655만 5 0.13% 증가
1010
Lyell Wealth Management
Lyell Wealth Management
California
US$3704만 -US$312만 4 2.27% 축소
1011
HUB Investment Partners
HUB Investment Partners
Texas
US$3698만 +US$716만 19 0.66% 증가
1012
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
US$3694만 +US$200만 11 0.52% 증가
1013
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
US$3687만 +US$112만 4 1.3% 증가
1014
Sculptor Capital
Sculptor Capital
New York
US$3673만 +US$3528만 3 0.3% 증가
1015
Level Four Advisory Services
Level Four Advisory Services
Texas
US$3666만 -US$260만 11 1.04% 축소
1016
Spire Wealth Management
Spire Wealth Management
Virginia
US$3657만 +US$308만 25 1.1% 증가
1017
Galaxy Digital Capital Management
Galaxy Digital Capital Management
New York
US$3641만 -US$2366만 8 17.67% 축소
1018
IFP Advisors
IFP Advisors
Florida
US$3637만 +US$189만 40 0.66% 증가
1019
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
US$3634만 +US$254만 18 0.27% 증가
1020
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja
US$3632만 +US$577만 9 1.38% 증가
1021
LGT Fund Management
LGT Fund Management
Liechtenstein
US$3631만 -US$870만 5 1.51% 축소
1022
Sienna Gestion
Sienna Gestion
France
US$3626만 +US$1219만 6 2.12% 증가
1023
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
US$3624만 -US$14.3만 5 0.8% 축소
1024
Fiduciary Trust
Fiduciary Trust
Massachusetts
US$3621만 -US$84.1만 15 0.39% 축소
1025
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
US$3612만 +US$2376만 3 0.64% 증가