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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
551
AssetMark Inc
AssetMark Inc
California
US$1.18億 +US$1179萬 32 0.2% 增持
552
AFC
Alpine Fox Capital
Nevada
US$1.18億 -US$714萬 3 55.84% 減碼
553
Newbrook Capital Advisors
Newbrook Capital Advisors
New York
US$1.18億 -US$408萬 2 15.92% 減碼
554
Quilter Plc
Quilter Plc
United Kingdom
US$1.18億 -US$164萬 1 1.77% 減碼
555
D1 Capital Partners
D1 Capital Partners
New York
US$1.18億 +US$1.28億 1 0.34% 新
556
LSV Asset Management
LSV Asset Management
Illinois
US$1.17億 -US$1.58億 3 0.21% 減碼
557
Groupe la Francaise
Groupe la Francaise
France
US$1.17億 -US$3057萬 8 1.41% 減碼
558
Styrax Capital
Styrax Capital
New York
US$1.17億 US$0 1 7.73% 維持不變
559
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
US$1.17億 +US$785萬 4 1.72% 增持
560
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
US$1.17億 +US$146萬 22 2.88% 增持
561
Douglas Lane & Associates
Douglas Lane & Associates
New York
US$1.16億 -US$188萬 6 1.57% 減碼
562
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
US$1.16億 -US$1263萬 9 1.31% 減碼
563
Kennedy Capital Management
Kennedy Capital Management
Missouri
US$1.15億 -US$3568萬 8 2.04% 減碼
564
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
US$1.14億 +US$960萬 19 1.12% 增持
565
Pembroke Management
Pembroke Management
Quebec, Canada
US$1.14億 -US$3318萬 4 14.69% 減碼
566
Advisors Asset Management
Advisors Asset Management
Colorado
US$1.14億 -US$1101萬 22 1.73% 減碼
567
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
US$1.14億 -US$3719萬 1 0.91% 減碼
568
Nicholas Investment Partners
Nicholas Investment Partners
California
US$1.13億 +US$395萬 11 6.38% 增持
569
Baupost Group
Baupost Group
Massachusetts
US$1.13億 +US$2798萬 1 2.09% 增持
570
Dragoneer Investment Group
Dragoneer Investment Group
California
US$1.13億 +US$1.01億 1 3.98% 新
571
Becker Capital Management
Becker Capital Management
Oregon
US$1.13億 -US$296萬 3 3.02% 減碼
572
Zuckerman Investment Group
Zuckerman Investment Group
Illinois
US$1.12億 -US$2167萬 3 9.51% 減碼
573
Weiss Asset Management
Weiss Asset Management
Massachusetts
US$1.12億 +US$2911萬 14 1.18% 增持
574
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
US$1.12億 -US$111萬 16 0.76% 減碼
575
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
US$1.12億 +US$276萬 17 1.1% 增持