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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
1401
Aristotle Capital Boston
Aristotle Capital Boston
Massachusetts
US$1896만 -US$3516만 1 1.27% 축소
1402
RTM
RH Tailwind Management
Pennsylvania
US$1892만 +US$445만 2 1.84% 증가
1403
Southeast Asset Advisors
Southeast Asset Advisors
Georgia
US$1891만 -US$37.4만 4 1.92% 축소
1404
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
US$1891만 +US$225만 9 0.66% 증가
1405
TritonPoint Partners
TritonPoint Partners
Maryland
US$1889만 +US$1753만 6 1.57% 증가
1406
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
US$1887만 -US$46.8만 3 1.43% 축소
1407
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
US$1884만 +US$1262만 5 1.49% 증가
1408
Univest Financial
Univest Financial
Pennsylvania
US$1880만 +US$189만 4 0.92% 증가
1409
LDR Capital Management
LDR Capital Management
New York
US$1879만 +US$347만 5 21.69% 증가
1410
Hilton Capital Management
Hilton Capital Management
New York
US$1876만 -US$513만 2 1.28% 축소
1411
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
US$1874만 -US$5.03만 8 1.12% 축소
1412
Generali Investments CEE
Generali Investments CEE
Czech Republic
US$1868만 -US$42.1만 4 0.89% 축소
1413
EC
E20 Capital
US$1866만 -US$742만 1 1.5% 축소
1414
Sowell Financial Services
Sowell Financial Services
Arkansas
US$1860만 -US$61.8만 15 0.61% 축소
1415
Linden Thomas Advisory Services
Linden Thomas Advisory Services
North Carolina
US$1858만 -US$64만 7 1.5% 축소
1416
Penobscot Investment Management
Penobscot Investment Management
Massachusetts
US$1852만 +US$185만 6 1.27% 증가
1417
BLB&B Advisors
BLB&B Advisors
Pennsylvania
US$1852만 -US$256만 3 0.68% 축소
1418
MASTERINVEST Kapitalanlage
MASTERINVEST Kapitalanlage
US$1844만 -US$121만 9 1.58% 축소
1419
Premier Fund Managers
Premier Fund Managers
United Kingdom
US$1833만 +US$210만 4 1.66% 증가
1420
BPI
BFC Planning, Inc.
Iowa
US$1827만 +US$173만 35 0.74% 증가
1421
Fulcrum Asset Management
Fulcrum Asset Management
United Kingdom
US$1824만 +US$1698만 14 1.82% 증가
1422
X-Square Capital
X-Square Capital
Puerto Rico
US$1823만 -US$427만 4 4.63% 축소
1423
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise
Switzerland
US$1823만 -US$704만 18 2.53% 축소
1424
Barometer Capital Management
Barometer Capital Management
Ontario, Canada
US$1816만 +US$886만 3 5.05% 증가
1425
Carderock Capital Management
Carderock Capital Management
Maryland
US$1814만 +US$136만 2 3.98% 증가