← 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
76
Point72 Asset Management
Point72 Asset Management
Connecticut
US$5.53억 +US$2.49억 7 0.61% 증가
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
US$5.52억 -US$5490만 11 0.42% 축소
78
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
US$5.43억 +US$3.66억 6 0.5% 증가
79
Susquehanna International Group
Susquehanna International Group
Pennsylvania
US$5.12억 +US$3.04억 13 0.04% 증가
80
AQR Capital Management
AQR Capital Management
Connecticut
US$5.01억 +US$7260만 9 0.17% 증가
81
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
US$4.95억 +US$1.67억 7 0.27% 증가
82
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
US$4.88억 -US$5987만 11 0.62% 축소
83
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
US$4.87억 US$0 3 0.82% 유지됨
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
US$4.65억 +US$610만 11 0.43% 증가
85
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
US$4.28억 -US$40.1만 10 0.21% 축소
86
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
US$4.27억 -US$1.19억 7 0.64% 축소
87
DZ Bank
DZ Bank
Germany
US$4.22억 +US$1.65억 7 0.32% 증가
88
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
US$4.21억 -US$1.28억 2 0.99% 축소
89
Tidal Investments
Tidal Investments
Wisconsin
US$4.19억 +US$1.44억 9 0.73% 증가
90
Jennison Associates
Jennison Associates
New York
US$4.18억 +US$2.61억 5 0.25% 증가
91
Aberdeen Group
Aberdeen Group
United Kingdom
US$4.18억 +US$4672만 4 0.59% 증가
92
D.E. Shaw & Co
D.E. Shaw & Co
New York
US$4.07억 +US$1.47억 12 0.19% 증가
93
Bank of Montreal
Bank of Montreal
Ontario, Canada
US$3.83억 +US$3370만 10 0.13% 증가
94
AGF Management
AGF Management
Ontario, Canada
US$3.8억 +US$2.22억 3 1.47% 증가
95
Swedbank
Swedbank
Sweden
US$3.77억 +US$8.6만 3 0.32% 증가
96
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
US$3.76억 +US$1.12억 4 0.97% 증가
97
Russell Investments Group
Russell Investments Group
United Kingdom
US$3.75억 +US$4154만 11 0.33% 증가
98
Congress Asset Management
Congress Asset Management
Massachusetts
US$3.71억 -US$3629만 5 2.29% 축소
99
Allspring Global Investments
Allspring Global Investments
North Carolina
US$3.67억 +US$774만 4 0.56% 증가
100
BAMCO Inc
BAMCO Inc
New York
US$3.67억 -US$7527만 4 0.55% 축소