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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
201
TimesSquare Capital Management
TimesSquare Capital Management
New York
US$5.92억 -US$2717만 7 8.71% 축소
202
Scotia Capital
Scotia Capital
Ontario, Canada
US$5.92억 -US$1897만 13 2.21% 축소
203
William Blair Investment Management
William Blair Investment Management
Illinois
US$5.86억 +US$2395만 7 1.76% 증가
204
AGF Management
AGF Management
Ontario, Canada
US$5.85억 +US$2.32억 12 2.27% 증가
205
Markel Group
Markel Group
Virginia
US$5.83억 US$0 2 4.44% 유지됨
206
Fisher Asset Management
Fisher Asset Management
Washington
US$5.82억 -US$1082만 15 0.17% 축소
207
HighTower Advisors
HighTower Advisors
Illinois
US$5.69억 +US$3446만 38 0.55% 증가
208
Temasek Holdings
Temasek Holdings
Singapore
US$5.63억 +US$1.57억 4 1.51% 증가
209
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
US$5.61억 +US$1.52억 12 9.86% 증가
210
Credit Agricole
Credit Agricole
France
US$5.61억 +US$1.22억 25 1.14% 증가
211
Baird Financial Group
Baird Financial Group
Wisconsin
US$5.52억 +US$1748만 24 0.76% 증가
212
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
US$5.49억 -US$5376만 27 1.2% 축소
213
Woodline Partners
Woodline Partners
California
US$5.47억 -US$5762만 16 1.69% 축소
214
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$5.41억 +US$5150만 4 1.95% 증가
215
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
US$5.4억 +US$8769만 24 1.39% 증가
216
Panagora Asset Management
Panagora Asset Management
Massachusetts
US$5.34억 -US$1119만 16 1.64% 축소
217
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$5.33억 +US$2.18억 17 1.38% 증가
218
Osaic Holdings
Osaic Holdings
Arizona
US$5.29억 +US$1392만 57 0.62% 증가
219
Nomura Holdings
Nomura Holdings
Japan
US$5.26억 +US$8735만 25 0.62% 증가
220
APG Asset Management
APG Asset Management
Netherlands
US$5.25억 +US$1.47억 12 1.29% 증가
221
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
US$5.17억 +US$6179만 27 0.76% 증가
222
AKRE Capital Management
AKRE Capital Management
Virginia
US$5.16억 -US$2.19억 1 10.08% 축소
223
TCW Group
TCW Group
California
US$5.16억 -US$7173만 15 3.47% 축소
224
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
US$5.1억 -US$2734만 3 18.14% 축소
225
Fred Alger Management
Fred Alger Management
New York
US$5.1억 +US$9896만 18 1.7% 증가