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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
301
Glenmede Trust
Glenmede Trust
Pennsylvania
US$8671萬 -US$1453萬 5 0.38% 減碼
302
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
US$8645萬 +US$56.7萬 5 0.85% 增持
303
Old Republic International (ORI)
Old Republic International (ORI)
Illinois
US$8589萬 US$0 1 3.22% 維持不變
304
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
US$8522萬 +US$74.4萬 8 0.27% 增持
305
NEOS Investment Management
NEOS Investment Management
Connecticut
US$8396萬 +US$1395萬 3 0.31% 增持
306
William Blair & Company
William Blair & Company
Illinois
US$8387萬 +US$296萬 5 0.22% 增持
307
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
US$8353萬 +US$128萬 4 0.37% 增持
308
Czech National Bank
Czech National Bank
Czech Republic
US$8339萬 +US$1568萬 3 0.45% 增持
309
NewEdge Advisors
NewEdge Advisors
Louisiana
US$8318萬 +US$597萬 11 0.25% 增持
310
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
US$8314萬 +US$3593萬 8 0.3% 增持
311
Ostrum Asset Management
Ostrum Asset Management
France
US$8295萬 +US$1097萬 3 4% 增持
312
Jefferies Financial Group
Jefferies Financial Group
New York
US$8217萬 +US$2620萬 5 0.54% 增持
313
Daiwa Securities Group
Daiwa Securities Group
Japan
US$8087萬 +US$634萬 5 0.16% 增持
314
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
US$7781萬 -US$1152萬 2 1.56% 減碼
315
Nicholas Company
Nicholas Company
Wisconsin
US$7775萬 +US$51.4萬 1 1.42% 增持
316
R.M. Davis Inc
R.M. Davis Inc
Maine
US$7771萬 -US$56.4萬 1 1.23% 減碼
317
Eastern Bank
Eastern Bank
Massachusetts
US$7708萬 +US$137萬 3 1.18% 增持
318
Candriam SCA
Candriam SCA
Luxembourg
US$7583萬 -US$2108萬 1 0.34% 減碼
319
Vaughan David Investments
Vaughan David Investments
Illinois
US$7478萬 -US$72.5萬 1 1.49% 減碼
320
Ancora Advisors
Ancora Advisors
Ohio
US$7463萬 -US$519萬 6 1.44% 減碼
321
Americana Partners
Americana Partners
Texas
US$7424萬 +US$592萬 2 1.67% 增持
322
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
US$7348萬 -US$180萬 4 0.21% 減碼
323
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
US$7344萬 -US$126萬 1 0.58% 減碼
324
Bowen Hanes & Co
Bowen Hanes & Co
Florida
US$7310萬 US$0 1 1.78% 維持不變
325
Soros Fund Management
Soros Fund Management
New York
US$7304萬 +US$5794萬 3 0.9% 增持