← 모든 테마 데이터 센터 및 디지털 인프라

AI를 위한 전력

AI 전력 분야에는 신규 데이터센터의 전력 수요를 충당하기 위해 계약을 맺고 있는 발전기, 터빈, 변압기 및 독립 발전 사업자가 포함됩니다. 이제 용량 확대의 핵심 제약 요인은 반도체가 아니라 전력 공급입니다.

22개 종목

# 이름 보유액 거래대금 테마
종목 수
포트폴리오 내
비중
상태
726
Burney Company
Burney Company
Virginia
US$1614만 -US$26.5만 3 0.44% 축소
727
MP
McDonald Partners
Ohio
US$1611만 +US$6.01만 1 3.91% 증가
728
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
US$1609만 +US$18.8만 3 0.31% 증가
729
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
US$1605만 -US$335만 3 0.27% 축소
730
CD
Chapin Davis
Maryland
US$1603만 +US$1206만 2 2.82% 신규
731
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
US$1599만 -US$13.3만 1 1.44% 축소
732
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
US$1597만 +US$1262만 4 1.26% 신규
733
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
US$1591만 +US$139만 3 0.45% 증가
734
River Wealth Advisors
River Wealth Advisors
Pennsylvania
US$1591만 +US$8.06천 1 1.66% 증가
735
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
US$1589만 -US$159만 5 0.39% 축소
736
MidFirst Bank
MidFirst Bank
Oklahoma
US$1588만 +US$21.3만 3 1.13% 증가
737
F/M Investments
F/M Investments
District of Columbia
US$1585만 +US$114만 2 0.81% 증가
738
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
US$1584만 +US$100만 1 0.2% 증가
739
NEI
Northwest & Ethical Investments
Ontario, Canada
US$1577만 +US$12.1만 2 0.37% 증가
740
RNC Capital Management
RNC Capital Management
California
US$1571만 -US$60.1만 1 0.65% 축소
741
IP
Interval Partners
New York
US$1567만 -US$6284만 2 0.4% 축소
742
EFIC
Eliot Finkel Investment Counsel
California
US$1560만 US$0 1 7.29% 유지됨
743
Andra AP-fonden
Andra AP-fonden
Sweden
US$1557만 -US$479만 3 0.18% 축소
744
TPCM
Two Point Capital Management
New York
US$1556만 -US$13.9만 1 6.27% 축소
745
Summit Trail Advisors
Summit Trail Advisors
New York
US$1556만 -US$136만 5 0.2% 축소
746
Anson Funds Management
Anson Funds Management
Texas
US$1555만 +US$938만 4 0.92% 증가
747
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
US$1554만 +US$33.9만 5 0.23% 증가
748
Equitable Holdings
Equitable Holdings
New York
US$1549만 -US$86.7만 3 0.09% 축소
749
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
US$1542만 +US$556만 4 0.16% 증가
750
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
US$1540만 -US$29.4만 3 0.43% 축소