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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
726
Burney Company
Burney Company
Virginia
US$1614萬 -US$26.5萬 3 0.44% 減碼
727
MP
McDonald Partners
Ohio
US$1611萬 +US$6.01萬 1 3.91% 增持
728
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
US$1609萬 +US$18.8萬 3 0.31% 增持
729
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
US$1605萬 -US$335萬 3 0.27% 減碼
730
CD
Chapin Davis
Maryland
US$1603萬 +US$1206萬 2 2.82% 新
731
Tower Bridge Advisors
Tower Bridge Advisors
Pennsylvania
US$1599萬 -US$13.3萬 1 1.44% 減碼
732
Capricorn Fund Managers
Capricorn Fund Managers
United Kingdom
US$1597萬 +US$1262萬 4 1.26% 新
733
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management
New Jersey
US$1591萬 +US$139萬 3 0.45% 增持
734
River Wealth Advisors
River Wealth Advisors
Pennsylvania
US$1591萬 +US$8,065 1 1.66% 增持
735
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
US$1589萬 -US$159萬 5 0.39% 減碼
736
MidFirst Bank
MidFirst Bank
Oklahoma
US$1588萬 +US$21.3萬 3 1.13% 增持
737
F/M Investments
F/M Investments
District of Columbia
US$1585萬 +US$114萬 2 0.81% 增持
738
Elo Mutual Pension Insurance
Elo Mutual Pension Insurance
Finland
US$1584萬 +US$100萬 1 0.2% 增持
739
NEI
Northwest & Ethical Investments
Ontario, Canada
US$1577萬 +US$12.1萬 2 0.37% 增持
740
RNC Capital Management
RNC Capital Management
California
US$1571萬 -US$60.1萬 1 0.65% 減碼
741
IP
Interval Partners
New York
US$1567萬 -US$6284萬 2 0.4% 減碼
742
EFIC
Eliot Finkel Investment Counsel
California
US$1560萬 US$0 1 7.29% 維持不變
743
Andra AP-fonden
Andra AP-fonden
Sweden
US$1557萬 -US$479萬 3 0.18% 減碼
744
TPCM
Two Point Capital Management
New York
US$1556萬 -US$13.9萬 1 6.27% 減碼
745
Summit Trail Advisors
Summit Trail Advisors
New York
US$1556萬 -US$136萬 5 0.2% 減碼
746
Anson Funds Management
Anson Funds Management
Texas
US$1555萬 +US$938萬 4 0.92% 增持
747
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
US$1554萬 +US$33.9萬 5 0.23% 增持
748
Equitable Holdings
Equitable Holdings
New York
US$1549萬 -US$86.7萬 3 0.09% 減碼
749
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
US$1542萬 +US$556萬 4 0.16% 增持
750
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
US$1540萬 -US$29.4萬 3 0.43% 減碼