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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
1301
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
US$2177만 +US$367만 13 0.41% 증가
1302
JB Capital
JB Capital
Connecticut
US$2177만 +US$34.4만 3 0.75% 증가
1303
Genus Capital Management
Genus Capital Management
British Columbia, Canada
US$2175만 +US$105만 10 2.14% 증가
1304
Mission Wealth Management
Mission Wealth Management
California
US$2175만 +US$964만 16 0.27% 증가
1305
Water Island Capital
Water Island Capital
New York
US$2172만 +US$121만 1 2.02% 증가
1306
Left Brain Wealth Management
Left Brain Wealth Management
Illinois
US$2170만 +US$1137만 5 6.54% 증가
1307
Kimelman & Baird
Kimelman & Baird
New York
US$2170만 US$0 2 1.6% 유지됨
1308
Thor Investment Management
Thor Investment Management
Ohio
US$2164만 -US$507만 2 12.31% 축소
1309
Dymon Asia Capital (Singapore)
Dymon Asia Capital (Singapore)
Singapore
US$2163만 +US$1366만 5 0.9% 증가
1310
First National Trust
First National Trust
Pennsylvania
US$2162만 -US$75.9만 6 0.73% 축소
1311
Schwartz Investment Counsel
Schwartz Investment Counsel
Michigan
US$2160만 -US$1808만 4 0.72% 축소
1312
F/M Investments
F/M Investments
District of Columbia
US$2157만 +US$162만 9 1.1% 증가
1313
Dearborn Partners
Dearborn Partners
Illinois
US$2153만 -US$194만 5 1.22% 축소
1314
IHT Wealth Management
IHT Wealth Management
Illinois
US$2144만 +US$240만 18 0.46% 증가
1315
Arosa Capital Management
Arosa Capital Management
Florida
US$2143만 -US$1339만 3 3.82% 축소
1316
Zevin Asset Management
Zevin Asset Management
Massachusetts
US$2143만 -US$175만 2 3.01% 축소
1317
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors
South Carolina
US$2142만 +US$238만 5 1.13% 증가
1318
DDD Partners
DDD Partners
Washington
US$2134만 +US$33.9만 3 1.33% 증가
1319
Ballentine Partners
Ballentine Partners
Massachusetts
US$2130만 +US$57.6만 19 0.26% 증가
1320
IBOK
Independence Bank of Kentucky
Kentucky
US$2127만 -US$138만 7 2.4% 축소
1321
Tectonic Advisors
Tectonic Advisors
Texas
US$2126만 -US$40.1만 2 1.02% 축소
1322
LuminArx Capital Management
LuminArx Capital Management
New York
US$2126만 +US$5.01만 1 0.07% 증가
1323
Atomi Financial Group
Atomi Financial Group
New York
US$2119만 +US$189만 18 0.55% 증가
1324
First Trust Capital Management
First Trust Capital Management
Illinois
US$2118만 +US$1679만 1 1.23% 증가
1325
Convergence Investment Partners
Convergence Investment Partners
Florida
US$2118만 +US$41.8만 5 2.01% 증가