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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
726
Longaeva Partners
Longaeva Partners
Illinois
US$7184萬 +US$2913萬 5 1.57% 增持
727
NXG Investment Management
NXG Investment Management
Texas
US$7177萬 +US$1190萬 5 3.21% 增持
728
New Age Alpha Advisors
New Age Alpha Advisors
New York
US$7149萬 -US$341萬 12 3.02% 減碼
729
MTC
McDaniel Terry & Co
Texas
US$7102萬 +US$89.3萬 2 5.55% 增持
730
CCM
Clearfield Capital Management
New York
US$7087萬 -US$2488萬 3 49.7% 減碼
731
AltraVue Capital
AltraVue Capital
Washington
US$7076萬 -US$2160萬 1 5.1% 減碼
732
Winton Group
Winton Group
United Kingdom
US$7064萬 +US$3246萬 19 2.29% 增持
733
Magnetar Financial
Magnetar Financial
Illinois
US$7061萬 +US$15.6萬 9 0.64% 增持
734
CIP
Champlain Investment Partners
Vermont
US$7045萬 -US$1.98億 3 1.81% 減碼
735
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
US$7023萬 -US$504萬 2 1.37% 減碼
736
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
US$6994萬 +US$421萬 23 0.77% 增持
737
Adams Diversified Equity Fund
Adams Diversified Equity Fund
Maryland
US$6988萬 +US$502萬 4 2.13% 增持
738
Farther Finance Advisors
Farther Finance Advisors
California
US$6972萬 +US$1097萬 49 0.54% 增持
739
CCM Investment Advisers
CCM Investment Advisers
South Carolina
US$6926萬 +US$398萬 5 5.36% 增持
740
Mizuho Securities USA
Mizuho Securities USA
New York
US$6923萬 +US$286萬 11 1.12% 增持
741
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
US$6920萬 -US$17.2萬 3 2.42% 減碼
742
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
US$6874萬 +US$82.2萬 16 0.33% 增持
743
Alight Capital Management
Alight Capital Management
New York
US$6858萬 -US$2399萬 9 9.63% 減碼
744
Albar Capital Partners
Albar Capital Partners
United Kingdom
US$6849萬 +US$2072萬 1 8.93% 增持
745
AL
Arnhold LLC
New York
US$6823萬 -US$494萬 1 4.77% 減碼
746
Braun Stacey Associates
Braun Stacey Associates
New York
US$6814萬 -US$1194萬 1 1.93% 減碼
747
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
US$6799萬 -US$4070萬 3 2.39% 減碼
748
Sanibel Captiva Trust Company
Sanibel Captiva Trust Company
Florida
US$6776萬 +US$623萬 7 1.69% 增持
749
EFG International
EFG International
US$6739萬 -US$970萬 20 1.23% 減碼
750
UMB Bank
UMB Bank
Missouri
US$6720萬 +US$203萬 28 0.85% 增持