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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
526
Logan Capital Management
Logan Capital Management
Pennsylvania
US$1.27億 +US$1.02億 6 4.71% 新
527
Aristotle Capital Management
Aristotle Capital Management
California
US$1.26億 -US$739萬 2 0.26% 減碼
528
Wealth High Governance Asset Management
Wealth High Governance Asset Management
US$1.26億 +US$4539萬 5 13.37% 增持
529
EP Wealth Advisors
EP Wealth Advisors
California
US$1.26億 +US$6417萬 18 0.48% 增持
530
D.A. Davidson & Co
D.A. Davidson & Co
Montana
US$1.25億 -US$547萬 20 0.69% 減碼
531
ACG
Aventail Capital Group
New York
US$1.25億 +US$208萬 12 7.18% 增持
532
C
Chescapmanager
Maryland
US$1.25億 -US$1586萬 1 10.61% 減碼
533
Private Advisor Group
Private Advisor Group
New Jersey
US$1.24億 -US$9356萬 28 0.57% 減碼
534
Analog Century Management
Analog Century Management
New York
US$1.24億 +US$290萬 1 4.54% 增持
535
Pertento Partners
Pertento Partners
United Kingdom
US$1.24億 -US$4054萬 1 6.67% 減碼
536
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
US$1.24億 +US$2290萬 10 2.87% 增持
537
SCM
Steadfast Capital Management
New York
US$1.23億 +US$9946萬 8 3.78% 增持
538
Banco Santander
Banco Santander
Spain
US$1.23億 +US$5488萬 11 0.76% 增持
539
BOK Financial
BOK Financial
Oklahoma
US$1.22億 -US$834萬 12 1.69% 減碼
540
Nishkama Capital LLC
Nishkama Capital LLC
Puerto Rico
US$1.21億 -US$3936萬 2 3.74% 減碼
541
Wealthfront Advisers
Wealthfront Advisers
California
US$1.21億 +US$451萬 21 0.23% 增持
542
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
US$1.21億 +US$314萬 20 1.51% 增持
543
Andra AP-fonden
Andra AP-fonden
Sweden
US$1.2億 +US$333萬 11 1.38% 增持
544
ECM
Engle Capital Management
Connecticut
US$1.2億 -US$4180萬 5 32.89% 減碼
545
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
US$1.2億 -US$213萬 13 1.51% 減碼
546
Oppenheimer & Co
Oppenheimer & Co
New York
US$1.2億 +US$412萬 22 1.28% 增持
547
Engineers Gate Manager
Engineers Gate Manager
New York
US$1.19億 +US$979萬 34 1.54% 增持
548
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
US$1.19億 +US$4161萬 15 1.41% 增持
549
Oberweis Asset Management
Oberweis Asset Management
Illinois
US$1.18億 +US$266萬 3 2.44% 增持
550
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
US$1.18億 +US$1378萬 17 1.22% 增持