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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
476
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
US$3804萬 +US$1880萬 2 0.39% 增持
477
Wealthfront Advisers
Wealthfront Advisers
California
US$3785萬 +US$96.1萬 3 0.07% 增持
478
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
US$3781萬 -US$154萬 4 0.37% 減碼
479
Tema ETFs
Tema ETFs
New York
US$3777萬 +US$2033萬 2 1.22% 增持
480
Savant Capital
Savant Capital
Illinois
US$3765萬 +US$2736萬 6 0.11% 增持
481
MGO One Seven
MGO One Seven
Ohio
US$3752萬 +US$725萬 5 0.62% 增持
482
J. Safra Sarasin Holding
J. Safra Sarasin Holding
US$3751萬 -US$11.5萬 4 0.54% 減碼
483
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
US$3730萬 -US$14萬 1 1.3% 減碼
484
Sit Investment Associates
Sit Investment Associates
Minnesota
US$3720萬 +US$56.3萬 4 0.7% 增持
485
Hel Ved Capital Management
Hel Ved Capital Management
Hong Kong
US$3718萬 +US$2649萬 4 2.74% 增持
486
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
US$3678萬 +US$325萬 5 0.28% 增持
487
Pembroke Management
Pembroke Management
Quebec, Canada
US$3673萬 -US$1175萬 1 4.75% 減碼
488
Granite Investment Partners
Granite Investment Partners
California
US$3661萬 -US$11萬 1 1.88% 減碼
489
Nexpoint Asset Management
Nexpoint Asset Management
Texas
US$3610萬 +US$1669萬 1 2.41% 增持
490
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
US$3592萬 US$0 1 0.24% 維持不變
491
Allworth Financial
Allworth Financial
California
US$3580萬 -US$1085萬 9 0.15% 減碼
492
Cumberland Partners
Cumberland Partners
Ontario, Canada
US$3559萬 -US$861萬 1 2.3% 減碼
493
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
US$3554萬 +US$2470萬 2 1.17% 新
494
NZS Capital
NZS Capital
Colorado
US$3529萬 -US$173萬 1 0.92% 減碼
495
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
US$3528萬 +US$2778萬 4 0.7% 增持
496
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
US$3524萬 -US$1359萬 3 0.04% 減碼
497
Mediolanum International Funds
Mediolanum International Funds
Ireland
US$3470萬 +US$150萬 3 0.3% 增持
498
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
US$3424萬 +US$51.5萬 4 0.16% 增持
499
SCM
Soros Capital Management
New York
US$3422萬 +US$2597萬 3 6.12% 新
500
HM Payson & Co
HM Payson & Co
Maine
US$3410萬 +US$1793萬 3 0.45% 增持