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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
1651
Game Creek Capital
Game Creek Capital
Massachusetts
US$1302만 -US$499만 2 4.6% 축소
1652
CSM Advisors
CSM Advisors
Pennsylvania
US$1301만 +US$298만 5 0.28% 증가
1653
Sand Hill Global Advisors
Sand Hill Global Advisors
California
US$1301만 +US$15만 3 0.39% 증가
1654
IQ EQ Fund Management
IQ EQ Fund Management
Ireland
US$1295만 -US$11.1만 3 0.83% 축소
1655
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
US$1289만 +US$127만 14 0.35% 증가
1656
James Investment Research
James Investment Research
Ohio
US$1289만 -US$133만 6 1.31% 축소
1657
NorthStar Asset Management (Massachusetts)
NorthStar Asset Management (Massachusetts)
Massachusetts
US$1286만 -US$243만 2 3.77% 축소
1658
Marnell Management
Marnell Management
Michigan
US$1285만 -US$1008만 5 4.94% 축소
1659
Perfromance Wealth Partners
Perfromance Wealth Partners
Illinois
US$1283만 +US$1075만 3 0.32% 증가
1660
Whetstone Capital Advisors
Whetstone Capital Advisors
Kansas
US$1283만 +US$918만 2 3.37% 신규
1661
Kids Capital Management
Kids Capital Management
California
US$1281만 +US$1206만 2 10.06% 신규
1662
PCR
Potrero Capital Research
California
US$1281만 +US$1202만 3 7.12% 신규
1663
SIA
Schear Investment Advisers
Ohio
US$1270만 +US$52.6만 2 4.25% 증가
1664
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services
New York
US$1264만 +US$3.49만 9 0.04% 증가
1665
LMCG Investments
LMCG Investments
Massachusetts
US$1262만 -US$50.5만 1 0.68% 축소
1666
1492 Capital Management
1492 Capital Management
Wisconsin
US$1256만 +US$178만 3 3.71% 증가
1667
Brooklands Fund Management
Brooklands Fund Management
United Kingdom
US$1252만 +US$1034만 2 9.78% 증가
1668
Gladstone Institutional Advisory
Gladstone Institutional Advisory
Florida
US$1251만 +US$239만 14 0.4% 증가
1669
FAS Wealth Partners
FAS Wealth Partners
Kansas
US$1251만 +US$137만 6 0.65% 증가
1670
AP
Archon Partners
New Jersey
US$1251만 -US$546만 1 1.34% 축소
1671
Leeward Investments
Leeward Investments
Massachusetts
US$1251만 +US$11.1만 1 0.57% 증가
1672
Dockside LLC
Dockside LLC
New York
US$1251만 +US$1158만 9 2.93% 신규
1673
GWMI
Guardian Wealth Management (Illinois)
Illinois
US$1250만 -US$1621만 2 6.14% 축소
1674
Trilogy Capital
Trilogy Capital
California
US$1248만 -US$383만 3 0.48% 축소
1675
No Street GP LP
No Street GP LP
California
US$1247만 -US$500만 1 0.75% 축소