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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.

78개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
151
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
US$9.5억 -US$1.37억 5 13.24% 축소
152
Asset Management One
Asset Management One
Japan
US$9.42억 -US$1144만 21 2.42% 축소
153
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
US$9.32억 +US$9402만 28 2.04% 증가
154
Royal London Asset Management
Royal London Asset Management
United Kingdom
US$9.27억 -US$3095만 13 1.71% 축소
155
Aviva
Aviva
United Kingdom
US$9.26억 +US$6363만 16 1.36% 증가
156
Alyeska Investment Group
Alyeska Investment Group
Illinois
US$9.03억 +US$3.77억 17 2.32% 증가
157
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
US$9.02억 -US$1502만 25 1.52% 축소
158
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
US$9.01억 +US$6248만 30 1.49% 증가
159
Voloridge Investment Management
Voloridge Investment Management
Florida
US$8.96억 +US$2.01억 19 3.81% 증가
160
Korea Investment Corp
Korea Investment Corp
South Korea
US$8.81억 +US$1993만 15 1.67% 증가
161
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$8.52억 -US$2.96억 4 2.01% 축소
162
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$8.51억 +US$1.19억 18 0.98% 증가
163
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$8.45억 -US$1.42억 12 1.2% 축소
164
Rockefeller Capital Management
Rockefeller Capital Management
New York
US$8.41억 +US$4445만 48 1.29% 증가
165
Bessemer Group
Bessemer Group
New Jersey
US$8.41억 -US$657만 27 1.16% 축소
166
KBC Group
KBC Group
Belgium
US$8.14억 -US$1.57억 30 1.76% 축소
167
Ensign Peak Advisors
Ensign Peak Advisors
Utah
US$8.01억 +US$5000만 27 1.32% 증가
168
Jones Financial Companies
Jones Financial Companies
Missouri
US$8억 +US$1.11억 48 0.32% 증가
169
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
US$7.95억 -US$638만 29 2.34% 축소
170
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
US$7.95억 +US$2.6억 20 2.06% 증가
171
AMF Tjänstepension
AMF Tjänstepension
Sweden
US$7.92억 -US$9957만 4 4.69% 축소
172
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
US$7.82억 -US$1255만 39 2.39% 축소
173
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
US$7.81억 +US$1551만 18 1.48% 증가
174
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
US$7.73억 -US$6917만 11 4.21% 축소
175
CI Investments Inc
CI Investments Inc
Ontario, Canada
US$7.72억 +US$6902만 18 2.48% 증가