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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
1451
Gagnon Securities
Gagnon Securities
New York
US$1743만 -US$24.7만 1 3.36% 축소
1452
TritonPoint Wealth
TritonPoint Wealth
Maryland
US$1743만 -US$67.2만 4 1.71% 축소
1453
Ithaka Group
Ithaka Group
Virginia
US$1739만 +US$769만 2 3.16% 증가
1454
Dark Forest Capital Management
Dark Forest Capital Management
Puerto Rico
US$1738만 +US$626만 6 1.09% 증가
1455
Platform Technology Partners
Platform Technology Partners
New York
US$1737만 +US$766만 8 2.84% 증가
1456
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
US$1737만 +US$198만 15 1.65% 증가
1457
Baldwin Investment Management
Baldwin Investment Management
Pennsylvania
US$1732만 +US$198만 6 1.68% 증가
1458
California First Leasing Corp
California First Leasing Corp
California
US$1728만 US$0 1 3.67% 유지됨
1459
Stack Financial Management
Stack Financial Management
Montana
US$1726만 +US$40.8만 1 1.35% 증가
1460
Main Management ETF Advisors
Main Management ETF Advisors
California
US$1718만 +US$645만 4 0.52% 증가
1461
SVB Wealth
SVB Wealth
Massachusetts
US$1717만 -US$53.3만 8 1.08% 축소
1462
Martingale Asset Management
Martingale Asset Management
Massachusetts
US$1703만 +US$238만 4 0.4% 증가
1463
Foster & Motley
Foster & Motley
Ohio
US$1702만 +US$124만 5 0.78% 증가
1464
Fidelis Capital Partners
Fidelis Capital Partners
Florida
US$1699만 +US$226만 12 0.98% 증가
1465
Holderness Investments Company
Holderness Investments Company
North Carolina
US$1697만 +US$72.5만 9 2.83% 증가
1466
Nicolet Bankshares
Nicolet Bankshares
Wisconsin
US$1689만 -US$381만 11 0.54% 축소
1467
United Asset Strategies
United Asset Strategies
New York
US$1689만 -US$16.5만 4 1.19% 축소
1468
MidFirst Bank
MidFirst Bank
Oklahoma
US$1685만 +US$23.7만 14 1.2% 증가
1469
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
US$1685만 -US$42.7만 12 0.48% 축소
1470
Mission Creek Capital Partners
Mission Creek Capital Partners
California
US$1685만 +US$104만 4 2.96% 증가
1471
Faithward Advisors
Faithward Advisors
Pennsylvania
US$1684만 -US$76.5만 4 2.06% 축소
1472
MAM
Morse Asset Management
Connecticut
US$1682만 +US$64.6만 13 2.79% 증가
1473
SAMT
Select Asset Management & Trust
Pennsylvania
US$1682만 -US$211만 1 4.84% 축소
1474
one8zero8 LLC
one8zero8 LLC
North Carolina
US$1681만 -US$43.7만 4 3.33% 축소
1475
AXQ Capital
AXQ Capital
New Jersey
US$1679만 +US$244만 13 1.83% 증가