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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
1801
DIG
Daniel Investment Group
Michigan
US$1001萬 +US$1051萬 1 5.93% 新
1802
NorthRock Partners
NorthRock Partners
Minnesota
US$1001萬 +US$95.4萬 10 0.15% 增持
1803
Armis Advisers
Armis Advisers
Georgia
US$1000萬 -US$125萬 10 0.92% 減碼
1804
TC
Tacita Capital
Ontario, Canada
US$998萬 -US$8.84萬 5 5.42% 減碼
1805
HC
Hendley & Co
Ohio
US$996萬 +US$8.79萬 1 3.52% 增持
1806
Leelyn Smith
Leelyn Smith
Illinois
US$995萬 +US$281萬 3 1.21% 增持
1807
Optiver Holding
Optiver Holding
Netherlands
US$995萬 +US$488萬 9 0% 增持
1808
MMBG Investment Advisors
MMBG Investment Advisors
Florida
US$992萬 -US$11.7萬 1 0.79% 減碼
1809
Baldwin Wealth Partners
Baldwin Wealth Partners
Massachusetts
US$992萬 -US$6.89萬 4 0.65% 減碼
1810
AMCA
Arthur M. Cohen & Associates
Illinois
US$991萬 +US$66.1萬 5 1.55% 增持
1811
CIM
Contravisory Investment Management
Massachusetts
US$991萬 +US$847萬 8 1.75% 增持
1812
EIM
Ervin Investment Management
Washington
US$990萬 -US$3.47萬 1 5.38% 減碼
1813
LMG Wealth Partners
LMG Wealth Partners
Louisiana
US$990萬 -US$196萬 2 1.58% 減碼
1814
Counterpoint Mutual Funds
Counterpoint Mutual Funds
California
US$988萬 +US$813萬 5 0.98% 增持
1815
AIC
Archer Investment Corporation
Indiana
US$986萬 -US$44.5萬 17 1.89% 減碼
1816
NG
NWK Group
California
US$986萬 -US$172萬 2 3.04% 減碼
1817
Miller Howard Investments
Miller Howard Investments
New York
US$985萬 +US$89.7萬 1 0.26% 增持
1818
VDBMI
Van Den Berg Management I
Texas
US$985萬 -US$108萬 1 2.08% 減碼
1819
VL
Vima LLC
Michigan
US$985萬 +US$1021萬 8 9.6% 新
1820
KA
Kerrisdale Advisers
Florida
US$984萬 +US$562萬 2 2.47% 增持
1821
Well Done LLC
Well Done LLC
Michigan
US$981萬 +US$870萬 2 1.32% 增持
1822
Sirios Capital Management
Sirios Capital Management
Massachusetts
US$981萬 -US$543萬 2 1.19% 減碼
1823
Clear Creek Financial Management
Clear Creek Financial Management
Washington
US$979萬 +US$127萬 9 0.63% 增持
1824
DF
Dedeker Financial
Minnesota
US$979萬 -US$96.9萬 2 5.57% 減碼
1825
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
US$976萬 +US$237萬 11 0.66% 增持