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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
326
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$5108萬 -US$194萬 9 0.41% 減碼
327
Fidelity International
Fidelity International
Bermuda
US$5084萬 -US$3069萬 3 0.15% 減碼
328
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$5055萬 +US$92.3萬 13 0.57% 增持
329
Prudential plc
Prudential plc
United Kingdom
US$5052萬 +US$1100萬 3 0.16% 增持
330
Saturna Capital
Saturna Capital
Washington
US$4935萬 -US$29.3萬 2 1.6% 減碼
331
J.V. Bruni & Co
J.V. Bruni & Co
Colorado
US$4899萬 -US$93.2萬 1 9.34% 減碼
332
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
US$4891萬 +US$962萬 7 0.44% 增持
333
KeyBank National Association
KeyBank National Association
Ohio
US$4867萬 -US$107萬 10 0.29% 減碼
334
Westwood Holdings Group
Westwood Holdings Group
Texas
US$4795萬 +US$2558萬 3 0.38% 增持
335
Formuepleje A/S
Formuepleje A/S
Denmark
US$4671萬 -US$251萬 1 5.13% 減碼
336
Envestnet Asset Management
Envestnet Asset Management
Illinois
US$4665萬 -US$567萬 18 0.11% 減碼
337
Calamos Advisors
Calamos Advisors
Illinois
US$4637萬 -US$89.3萬 4 0.36% 減碼
338
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
US$4627萬 +US$1726萬 5 0.9% 增持
339
RGREA
Ranger Global Real Estate Advisors
Colorado
US$4576萬 +US$2838萬 2 18.89% 增持
340
Suntrust Banks
Suntrust Banks
Georgia
US$4563萬 +US$96.9萬 9 0.27% 增持
341
William Blair & Company
William Blair & Company
Illinois
US$4554萬 -US$399萬 11 0.34% 減碼
342
South Texas Money Management
South Texas Money Management
Texas
US$4532萬 +US$84.4萬 2 2.15% 增持
343
Creative Planning
Creative Planning
Kansas
US$4518萬 +US$197萬 16 0.21% 增持
344
EP
Elkfork Partners
Oregon
US$4516萬 -US$159萬 10 1.31% 減碼
345
Första AP-fonden
Första AP-fonden
Sweden
US$4467萬 +US$851萬 6 1.58% 增持
346
Mutual of America Capital Management
Mutual of America Capital Management
New York
US$4440萬 +US$339萬 10 0.73% 增持
347
Nomura Holdings
Nomura Holdings
Japan
US$4400萬 +US$2235萬 8 0.09% 增持
348
DZ Bank
DZ Bank
Germany
US$4398萬 +US$134萬 8 0.18% 增持
349
SCCM
Schafer Cullen Capital Management
New York
US$4364萬 +US$1910萬 2 0.53% 增持
350
Hennessy Advisors Inc
Hennessy Advisors Inc
California
US$4363萬 -US$286萬 3 1.35% 減碼