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資料中心與數位基礎設施

資料中心與數位基礎設施,是運算實際運作所依賴的建築、電力與冷卻系統。人工智慧帶來的需求,已讓原本穩定的房地產與公用事業,轉變為一場受電力和土地限制的容量競賽。

78檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
2726
EI
Ecofi Investissements
France
US$314萬 -US$81.8萬 2 11.23% 減碼
2727
Private Wealth Asset Management
Private Wealth Asset Management
Iowa
US$313萬 -US$17.1萬 10 0.3% 減碼
2728
Victory Financial Group
Victory Financial Group
Texas
US$313萬 +US$112萬 8 0.33% 增持
2729
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
US$313萬 US$0 5 0.11% 維持不變
2730
TC
Tenere Capital
New York
US$313萬 +US$321萬 1 2.48% 新
2731
RIP
Reliant Investment Partners
North Carolina
US$312萬 +US$120萬 3 2.12% 增持
2732
WNY Asset Management
WNY Asset Management
New York
US$312萬 +US$175萬 3 0.28% 增持
2733
DWAM
Duncan Williams Asset Management
Tennessee
US$311萬 +US$25.1萬 3 0.7% 增持
2734
YAG
Yorkville Advisors Global
New Jersey
US$311萬 +US$257萬 3 3.61% 增持
2735
SIA
Strategic Investment Advisors
Michigan
US$311萬 -US$4.09萬 4 0.19% 減碼
2736
VR
Vision Retirement
New Jersey
US$310萬 +US$126萬 11 0.75% 增持
2737
EFG
Elevated Financial Group
Indiana
US$310萬 +US$53.3萬 2 0.85% 增持
2738
SlateStone Wealth
SlateStone Wealth
Florida
US$309萬 -US$7.42萬 2 0.24% 減碼
2739
LFIA
Legacy Financial Independent Advisors
Kentucky
US$309萬 -US$78.7萬 3 1.46% 減碼
2740
VEM
Vann Equity Management
Texas
US$309萬 +US$113萬 5 1.88% 增持
2741
CSC
Caldwell Sutter Capital
California
US$309萬 -US$124萬 9 1.16% 減碼
2742
PBCM
Point Break Capital Management
Florida
US$309萬 +US$271萬 1 3.36% 新
2743
MVF
Markin Volterra Fund
New York
US$308萬 +US$91.4萬 9 2.1% 增持
2744
UB
Umpqua Bank
Oregon
US$308萬 +US$13萬 4 0.69% 增持
2745
HBWM
Hollow Brook Wealth Management
New York
US$308萬 -US$197萬 2 0.61% 減碼
2746
FAG
Fortitude Advisory Group
Washington
US$308萬 -US$6.27萬 5 1.18% 減碼
2747
FTEA
Forty-three Eighteen Advisors
Arkansas
US$307萬 -US$6.43萬 2 2.07% 減碼
2748
Park Place Capital
Park Place Capital
Alabama
US$307萬 +US$69萬 16 0.49% 增持
2749
PFS
Paller Financial Services
Colorado
US$307萬 -US$17.6萬 3 2.3% 減碼
2750
3CP
3G Capital Partners
New York
US$306萬 +US$264萬 1 0.82% 新