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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
276
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
US$9499萬 -US$1.39億 3 0.14% 減碼
277
Jump Financial
Jump Financial
Illinois
US$9491萬 +US$6290萬 7 0.76% 增持
278
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
US$9456萬 -US$1415萬 3 0.45% 減碼
279
Vident Advisory
Vident Advisory
Georgia
US$9453萬 +US$91.8萬 7 0.68% 增持
280
Phoenix Financial
Phoenix Financial
Israel
US$9412萬 +US$7600萬 3 0.64% 增持
281
MML Investors Services
MML Investors Services
Massachusetts
US$9379萬 +US$1554萬 8 0.19% 增持
282
Thames Capital Management
Thames Capital Management
New Jersey
US$9349萬 +US$6307萬 4 7.69% 增持
283
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
US$9308萬 +US$726萬 7 0.25% 增持
284
Defiance ETFs
Defiance ETFs
New York
US$9261萬 +US$5271萬 6 1.26% 增持
285
Park West Asset Management
Park West Asset Management
California
US$9214萬 -US$6646萬 1 6.28% 減碼
286
Pinnacle Associates
Pinnacle Associates
New York
US$9102萬 -US$146萬 4 0.99% 減碼
287
Empowered Funds
Empowered Funds
Pennsylvania
US$9067萬 -US$817萬 3 0.48% 減碼
288
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
US$9025萬 +US$1149萬 11 0.46% 增持
289
First Financial Bankshares
First Financial Bankshares
Texas
US$8987萬 +US$34.6萬 1 1.68% 增持
290
Kestra Advisory Services
Kestra Advisory Services
Texas
US$8967萬 +US$634萬 5 0.29% 增持
291
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
US$8917萬 -US$1140萬 4 0.24% 減碼
292
Arizona State Retirement System
Arizona State Retirement System
Arizona
US$8853萬 +US$347萬 6 0.45% 增持
293
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
US$8806萬 -US$1208萬 4 0.11% 減碼
294
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
US$8768萬 -US$3758萬 1 0.57% 減碼
295
Logan Capital Management
Logan Capital Management
Pennsylvania
US$8726萬 +US$6854萬 3 3.25% 新
296
Eventide Asset Management
Eventide Asset Management
Massachusetts
US$8686萬 -US$1182萬 4 1.16% 減碼
297
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
US$8686萬 -US$3814萬 4 0.26% 減碼
298
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
US$8682萬 -US$940萬 5 0.4% 減碼
299
Quadrature Capital
Quadrature Capital
United Kingdom
US$8676萬 +US$8861萬 8 0.74% 增持
300
Nan Shan Life Insurance
Nan Shan Life Insurance
Taiwan
US$8673萬 -US$2892萬 1 2.72% 減碼