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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
1001
Summit Financial
Summit Financial
New Jersey
US$3773萬 +US$542萬 22 0.41% 增持
1002
Marble Harbor Investment Counsel
Marble Harbor Investment Counsel
Massachusetts
US$3771萬 -US$60.6萬 2 3.83% 減碼
1003
Vestor Capital
Vestor Capital
Illinois
US$3749萬 +US$560萬 6 2.35% 增持
1004
World Investment Advisors
World Investment Advisors
California
US$3744萬 -US$134萬 17 0.62% 減碼
1005
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
US$3742萬 +US$883萬 38 1.4% 增持
1006
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
US$3726萬 -US$348萬 10 0.16% 減碼
1007
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
US$3724萬 -US$1409萬 31 0.99% 減碼
1008
Evergreen Capital Management
Evergreen Capital Management
Washington
US$3722萬 +US$161萬 19 0.65% 增持
1009
Capula Management
Capula Management
Cayman Islands
US$3715萬 +US$655萬 5 0.13% 增持
1010
Lyell Wealth Management
Lyell Wealth Management
California
US$3704萬 -US$312萬 4 2.27% 減碼
1011
HUB Investment Partners
HUB Investment Partners
Texas
US$3698萬 +US$716萬 19 0.66% 增持
1012
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
US$3694萬 +US$200萬 11 0.52% 增持
1013
Banque de Luxembourg Investments (BLI)
Banque de Luxembourg Investments (BLI)
Luxembourg
US$3687萬 +US$112萬 4 1.3% 增持
1014
Sculptor Capital
Sculptor Capital
New York
US$3673萬 +US$3528萬 3 0.3% 增持
1015
Level Four Advisory Services
Level Four Advisory Services
Texas
US$3666萬 -US$260萬 11 1.04% 減碼
1016
Spire Wealth Management
Spire Wealth Management
Virginia
US$3657萬 +US$308萬 25 1.1% 增持
1017
GDCM
Galaxy Digital Capital Management
New York
US$3641萬 -US$2366萬 8 17.67% 減碼
1018
IFP Advisors
IFP Advisors
Florida
US$3637萬 +US$189萬 40 0.66% 增持
1019
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
US$3634萬 +US$254萬 18 0.27% 增持
1020
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja
US$3632萬 +US$577萬 9 1.38% 增持
1021
LGT Fund Management
LGT Fund Management
Liechtenstein
US$3631萬 -US$870萬 5 1.51% 減碼
1022
Sienna Gestion
Sienna Gestion
France
US$3626萬 +US$1219萬 6 2.12% 增持
1023
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
US$3624萬 -US$14.3萬 5 0.8% 減碼
1024
Fiduciary Trust
Fiduciary Trust
Massachusetts
US$3621萬 -US$84.1萬 15 0.39% 減碼
1025
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
US$3612萬 +US$2376萬 3 0.64% 增持