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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
526
BFO
Boston Family Office
Massachusetts
US$3049萬 +US$263萬 3 1.85% 增持
527
Renaissance Group
Renaissance Group
Kentucky
US$3045萬 -US$271萬 3 1.24% 減碼
528
Select Equity Group
Select Equity Group
New York
US$3040萬 +US$803萬 1 0.15% 增持
529
Cable Car Capital
Cable Car Capital
California
US$3012萬 +US$2647萬 2 0.65% 新
530
Mizuho Markets Cayman
Mizuho Markets Cayman
Cayman Islands
US$3010萬 +US$2602萬 2 1.13% 新
531
Boston Trust Walden
Boston Trust Walden
Massachusetts
US$3007萬 +US$474萬 1 0.23% 增持
532
Waverly Advisors
Waverly Advisors
Alabama
US$2978萬 +US$1065萬 5 0.17% 增持
533
Nykredit A/S
Nykredit A/S
Denmark
US$2975萬 +US$3216萬 4 0.11% 新
534
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
US$2950萬 +US$15萬 1 0.79% 增持
535
Peregrine Capital Management
Peregrine Capital Management
Minnesota
US$2927萬 +US$545萬 2 0.95% 增持
536
GDS Wealth Management
GDS Wealth Management
Texas
US$2925萬 +US$113萬 2 1.39% 增持
537
Chicago Capital
Chicago Capital
Illinois
US$2923萬 +US$76.8萬 2 0.7% 增持
538
Oak Harvest Investment Services
Oak Harvest Investment Services
Texas
US$2917萬 +US$1005萬 3 2.72% 增持
539
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
US$2871萬 +US$583萬 9 0.24% 增持
540
Park Avenue Securities
Park Avenue Securities
New York
US$2867萬 +US$1665萬 6 0.18% 增持
541
WesBanco Bank
WesBanco Bank
West Virginia
US$2851萬 -US$125萬 1 0.71% 減碼
542
Private Advisor Group
Private Advisor Group
New Jersey
US$2850萬 -US$441萬 7 0.13% 減碼
543
Stephens Inc
Stephens Inc
Arkansas
US$2846萬 +US$63.1萬 5 0.32% 增持
544
Dakota Wealth Management
Dakota Wealth Management
Florida
US$2839萬 +US$1360萬 2 0.54% 增持
545
Arax Advisory Partners
Arax Advisory Partners
Colorado
US$2831萬 +US$1796萬 10 0.19% 增持
546
Atria Investments
Atria Investments
North Carolina
US$2827萬 -US$330萬 7 0.28% 減碼
547
Allstate Corporation
Allstate Corporation
Illinois
US$2822萬 -US$405萬 4 0.28% 減碼
548
First Long Island Investors
First Long Island Investors
New York
US$2809萬 +US$440萬 1 1.99% 增持
549
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
US$2800萬 +US$362萬 2 0.27% 增持
550
ASR Vermogensbeheer
ASR Vermogensbeheer
Netherlands
US$2799萬 -US$249萬 3 0.29% 減碼