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AI 所需電力

AI 電力涵蓋正透過合約供電給新資料中心新增用電需求的發電機、渦輪機、變壓器及獨立發電業者。如今,限制產能成長的關鍵因素是電力供應,而非晶片。

22檔股票

# 名稱 持股 交易金額 主題
股票
投資組合
占比
狀態
1
BlackRock
BlackRock
New York
US$308億 -US$10.8億 14 0.46% 減碼
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
US$204億 +US$12.4億 13 0.44% 增持
3
Fidelity Investments
Fidelity Investments
Massachusetts
US$152億 +US$16億 12 0.66% 增持
4
State Street
State Street
Massachusetts
US$143億 +US$8.06億 13 0.42% 增持
5
Advent International
Advent International
Massachusetts
US$133億 +US$119億 2 75.19% 增持
6
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
US$118億 +US$1.56億 11 0.53% 增持
7
JP Morgan Chase
JP Morgan Chase
New York
US$83.6億 -US$7.71億 16 0.46% 減碼
8
Geode Capital Management
Geode Capital Management
Massachusetts
US$79.2億 +US$4781萬 16 0.42% 增持
9
Morgan Stanley
Morgan Stanley
New York
US$75.5億 +US$2.48億 17 0.4% 增持
10
Invesco
Invesco
Georgia
US$66.9億 -US$8.68億 12 0.53% 減碼
11
Bank of America
Bank of America
North Carolina
US$66.5億 -US$7483萬 12 0.43% 減碼
12
Wellington Management Group
Wellington Management Group
Massachusetts
US$61.8億 -US$5021萬 6 1.07% 減碼
13
Jupiter Topco
Jupiter Topco
New York
US$50.1億 +US$42.2億 7 2.04% 新
14
Norges Bank
Norges Bank
Norway
US$41.5億 +US$39.1億 6 0.41% 新
15
Goldman Sachs
Goldman Sachs
New York
US$39.1億 +US$3.33億 14 0.34% 增持
16
Primecap Management
Primecap Management
California
US$37.9億 -US$2.46億 1 2.24% 減碼
17
UBS Group
UBS Group
Switzerland
US$37億 +US$1.26億 17 0.47% 增持
18
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
US$33.9億 -US$3.66億 6 1.07% 減碼
19
Coatue Management
Coatue Management
New York
US$32.6億 +US$10.2億 2 6.71% 增持
20
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
US$32.5億 +US$6.58億 12 0.32% 增持
21
Northern Trust
Northern Trust
Illinois
US$32.4億 -US$7576萬 11 0.38% 減碼
22
Nuveen
Nuveen
North Carolina
US$30.1億 +US$1.74億 11 0.72% 增持
23
Raymond James Financial
Raymond James Financial
Florida
US$28.3億 +US$2637萬 11 0.77% 增持
24
Charles Schwab
Charles Schwab
California
US$23.6億 +US$1.4億 11 0.32% 增持
25
Franklin Resources
Franklin Resources
California
US$23.3億 -US$2.31億 9 0.5% 減碼