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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
101
Fidelity International
Fidelity International
Bermuda
US$17.6억 -US$8039만 16 1.26% 축소
102
SG Americas Securities
SG Americas Securities
New York
US$17.1억 -US$5.29억 38 0.95% 축소
103
Situational Awareness
Situational Awareness
California
US$16.8억 +US$1.14억 6 8.31% 증가
104
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
US$16.8억 +US$4.73억 30 2.36% 증가
105
Nordea Investment Management
Nordea Investment Management
Sweden
US$16.4억 +US$2.78억 16 1.34% 증가
106
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
US$16.4억 -US$549만 23 1.99% 축소
107
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
US$16.3억 -US$3.54억 9 4.45% 축소
108
Boston Partners
Boston Partners
Massachusetts
US$16.1억 -US$5.33억 5 1.43% 축소
109
Tidal Investments
Tidal Investments
Wisconsin
US$16억 +US$2.76억 35 2.76% 증가
110
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
US$15.7억 +US$1561만 29 2.35% 증가
111
BAMCO Inc
BAMCO Inc
New York
US$15.4억 -US$2.17억 13 2.32% 축소
112
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$15.3억 +US$2270만 39 1.41% 증가
113
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$15.2억 +US$7.33억 49 0.12% 증가
114
Aberdeen Group
Aberdeen Group
United Kingdom
US$15억 +US$1.73억 16 2.11% 증가
115
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
US$14.8억 +US$790만 15 4.23% 증가
116
Allianz Asset Management
Allianz Asset Management
Germany
US$14.8억 +US$7159만 22 1.2% 증가
117
VH
V3 Holding
New York
US$14.3억 -US$6330만 1 100% 축소
118
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
US$13.8억 +US$1757만 28 2.11% 증가
119
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
US$13.8억 +US$613만 4 13% 증가
120
EARNEST Partners
EARNEST Partners
Georgia
US$13.6억 -US$2.59억 8 4.91% 축소
121
Renaissance Technologies
Renaissance Technologies
New York
US$13.5억 -US$7078만 33 1.85% 축소
122
Westfield Capital Management
Westfield Capital Management
Massachusetts
US$13.3억 -US$6.25억 9 4.33% 축소
123
Allspring Global Investments
Allspring Global Investments
North Carolina
US$12.3억 -US$1.11억 26 1.89% 축소
124
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$12.3억 -US$4058만 40 1.55% 축소
125
Adage Capital Partners
Adage Capital Partners
Massachusetts
US$12억 +US$1.48억 14 1.68% 증가