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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
1051
Barton Investment Management
Barton Investment Management
Pennsylvania
US$3392만 -US$104만 2 4.59% 축소
1052
Alley Investment Management Company
Alley Investment Management Company
Illinois
US$3384만 -US$79만 2 3.95% 축소
1053
DJE Kapital
DJE Kapital
Germany
US$3382만 -US$722만 2 0.64% 축소
1054
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
US$3381만 +US$107만 6 1.38% 증가
1055
Wasserstein Debt Opportunities Management
Wasserstein Debt Opportunities Management
New York
US$3376만 +US$713만 1 12.79% 증가
1056
Aprio Wealth Management
Aprio Wealth Management
Georgia
US$3367만 +US$171만 11 1.66% 증가
1057
GAMMA Investing
GAMMA Investing
California
US$3366만 +US$322만 39 1.25% 증가
1058
Beacon Harbor Wealth Advisors
Beacon Harbor Wealth Advisors
Virginia
US$3363만 -US$523만 4 6.55% 축소
1059
Apollo Management Holdings
Apollo Management Holdings
New York
US$3354만 US$0 1 0.38% 유지됨
1060
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
US$3351만 +US$148만 13 0.39% 증가
1061
MIP
Ma Investment Partnership
California
US$3348만 US$0 1 5.96% 유지됨
1062
Boston Trust Walden
Boston Trust Walden
Massachusetts
US$3344만 +US$558만 4 0.25% 증가
1063
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
US$3333만 -US$85.7만 2 1.37% 축소
1064
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking
US$3328만 +US$534만 9 1% 증가
1065
Conversant Capital
Conversant Capital
New Jersey
US$3324만 +US$2792만 2 3.9% 신규
1066
BFO
Boston Family Office
Massachusetts
US$3322만 +US$296만 6 2.02% 증가
1067
Abacus FCF Advisors
Abacus FCF Advisors
Florida
US$3316만 -US$503만 3 6.09% 축소
1068
Oak Ridge Investments
Oak Ridge Investments
Illinois
US$3309만 +US$212만 7 1.87% 증가
1069
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
US$3295만 -US$61.6만 3 0.78% 축소
1070
Connors Investor Services
Connors Investor Services
Pennsylvania
US$3286만 -US$175만 3 2.84% 축소
1071
Aquatic Capital Management
Aquatic Capital Management
Illinois
US$3282만 -US$2025만 12 1.13% 축소
1072
Caprock Group
Caprock Group
Idaho
US$3281만 -US$85.1만 24 0.63% 축소
1073
Calamos Wealth Management
Calamos Wealth Management
Illinois
US$3280만 -US$145만 4 0.99% 축소
1074
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
US$3277만 +US$16.1만 18 0.79% 증가
1075
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
US$3263만 -US$69.1만 6 2.68% 축소