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
976	Intact Investment Management Montreal, Quebec, Canada	US$3913萬	-US$569萬	5	1.11%	減碼
977	Night Squared New York	US$3903萬	+US$1080萬	3	4.19%	增持
978	Motley Fool Asset Management Alexandria, Virginia	US$3892萬	+US$926萬	7	1.5%	增持
979	ICM Infini Capital Management Central, Hong Kong	US$3888萬	+US$4391萬	1	100%	新
980	Venture Visionary Partners Sylvania, Ohio	US$3873萬	+US$90.2萬	9	1.08%	增持
981	Quantbot Technologies New York	US$3868萬	+US$467萬	34	1.53%	增持
982	GCM Glynn Capital Management Menlo Park, California	US$3864萬	-US$401萬	3	10.63%	減碼
983	Trust Company of Vermont Brattleboro, Vermont	US$3863萬	+US$3797萬	11	1.44%	新
984	Easterly Investment Partners Beverly, Massachusetts	US$3862萬	+US$541萬	6	1.97%	增持
985	HW Hedeker Wealth Lincolnshire, Illinois	US$3857萬	-US$124萬	4	7.36%	減碼
986	Capital Impact Advisors Boston, Massachusetts	US$3839萬	+US$4170萬	1	2.15%	新
987	DNCA Finance Paris, France	US$3838萬	-US$957萬	6	1.86%	減碼
988	SC Shellback Capital Boston, Massachusetts	US$3837萬	+US$1743萬	1	3.36%	增持
989	E.S. Barr & Co Lexington, Kentucky	US$3826萬	-US$14.7萬	1	2.15%	減碼
990	Avalon Trust Santa Fe, New Mexico	US$3816萬	-US$9.9萬	10	2.35%	減碼
991	Heritage Investors Management Corp Bethesda, Maryland	US$3816萬	-US$7.07萬	5	1.06%	減碼
992	JWCA J.W. Cole Advisors Tampa, Florida	US$3814萬	+US$1144萬	21	0.65%	增持
993	Coldstream Capital Management Bellevue, Washington	US$3810萬	-US$139萬	17	0.48%	減碼
994	Larson Financial Group St Louis, Missouri	US$3802萬	+US$760萬	42	1%	增持
995	Burney Company Reston, Virginia	US$3797萬	-US$567萬	10	1.02%	減碼
996	Riverbridge Partners Minneapolis, Minnesota	US$3794萬	-US$12.3萬	2	1.06%	減碼
997	Meiji Yasuda Asset Management Tokyo, Japan	US$3789萬	+US$379萬	12	1.71%	增持
998	BWCP LP Dallas, Texas	US$3785萬	-US$569萬	2	5.41%	減碼
999	CAM Crown Advisors Management Larkspur, California	US$3784萬	-US$410萬	3	20.78%	減碼
1000	Hamilton Point Investment Advisors Chapel Hill, North Carolina	US$3776萬	+US$9,718	2	5.32%	增持